Freedom251 › Proposal Software
BidCopilot
What BidCopilot is
BidCopilot is web-based estimating, proposal, and customer management software for contractors. Its proposal builder uses a custom service catalog, line items, cost-plus markup logic, and reusable templates to create branded proposals. Customers can sign through DocuSeal, with view and signature notifications and an audit trail attached to each contract. A visual bid pipeline supports stage-based reminders and revenue forecasts, while change orders can be signed by customers and update the margin and total automatically. Customer records hold project history, notes, files, and follow-up alerts. Reports include 12-month running totals, real-time win-loss ratios, and bid volume by stage. The platform is responsive on iPad and desktop, and the site says users can build cost-plus proposals from a phone. It is intended for a range of trades, including construction, roofing, plumbing, electrical, HVAC, landscaping, and design. The plan costs $200 a month, includes unlimited users, and can be canceled anytime. A 14-day trial is offered, but there is no free plan.
Who it suits
BidCopilot is aimed at contractors who want estimating, proposal creation, and customer management tools in one web service. Its listed trades range from general construction and roofing to plumbing, HVAC, landscaping, and design.
What it does well
- Proposal builder includes cost-plus markup logic
- DocuSeal e-signatures include notifications and an audit trail
- Pipeline supports stage reminders and revenue forecasting
- Customer records store project history, notes, and files
- Plan includes unlimited users
What to know first
- No free plan
- Costs $200 a month
- Trial lasts 14 days
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| BidCopilot | Unlimited users · Cancel anytime | $200 a month |
As bidcopilot.com lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
BidCopilot covers proposal work, bid tracking, change orders, and customer records, with reporting for pipeline activity. Consider the monthly cost and trial period alongside the contractor-focused feature set.
Facts from BidCopilot's own pages
- Analytics
- Analytics include 12-month running totals, real-time win-loss ratios, and bid volume by stage. · bidcopilot.com, 12 Oct 2026
- Analytics and reporting
- Yes · bidcopilot.com, 20 Sept 2026
- Change orders
- Users can generate change orders, have customers sign the change, and automatically adjust the margin and total. · bidcopilot.com, 12 Oct 2026
- Client activity tracking
- Yes · bidcopilot.com, 20 Sept 2026
- Custom branding
- Yes · bidcopilot.com, 20 Sept 2026
- Customer records
- The customer management hub stores project history, contextual notes and files, and follow-up alerts. · bidcopilot.com, 12 Oct 2026
- Built-in e-signatures
- Yes · bidcopilot.com, 20 Sept 2026
- E-signatures
- Proposals include e-signatures via DocuSeal, with notifications when viewed or signed and an audit trail attached to each contract. · bidcopilot.com, 12 Oct 2026
- Free plan
- No · bidcopilot.com, 20 Sept 2026
- Industries
- The site lists general construction, roofing, paving, concrete, plumbing, electrical, HVAC, excavation, painting, landscaping, pool companies, and interior or exterior design among its intended trades. · bidcopilot.com, 12 Oct 2026
- Maker background
- The company says three contractors founded BidCopilot after finding existing estimating software too expensive, complicated, or feature-heavy for their needs. · bidcopilot.com, 12 Oct 2026
- Mobile use
- The site says users can build cost-plus proposals from a phone and describes the platform as responsive for iPad and desktop use. · bidcopilot.com, 12 Oct 2026
- Pipeline
- The visual pipeline board lets users move bids between stages, set stage-aware automatic reminders, and forecast revenue by stage. · bidcopilot.com, 12 Oct 2026
- Privacy and data
- BidCopilot says it is a U.S.-focused business-to-business service, does not store full payment card numbers, and does not sell personal information for money. · bidcopilot.com, 12 Oct 2026
- Privacy responsibility
- The privacy policy says customer-entered information about their own customers, prospects, and projects is processed on the business customer's behalf and under its direction. · bidcopilot.com, 12 Oct 2026
- Proposal building
- Users can create branded proposals from a custom service catalog with line items, cost-plus markup logic, and reusable templates. · bidcopilot.com, 12 Oct 2026
- Purpose
- BidCopilot provides estimating, proposal, and customer management software for contractors. · bidcopilot.com, 12 Oct 2026
Where BidCopilot stands on Freedom251
- Proposal Software#105 of 134