Give every lead a next step
Keep the owner, opportunity stage and follow-up together.
Sales & Estimation Management
Construction sales & estimating, connected.
Manage leads, build detailed estimates, compare vendor quotes and keep approvals moving. Bring your sales team, estimators and project managers together in DreamzCMMS.
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A clearer preconstruction workflow Keep the opportunity, estimate
Keep the opportunity, estimate
and agreement in one place.
Construction estimating software should connect the numbers with the conversation. Keep sales notes, cost breakdowns and approvals in a shared workflow.
Make the costs visible
Review the labor, materials and equipment behind the price.
Compare before committing
Review vendor responses alongside scope and delivery terms.
Move forward with clarity
Confirm the proposal before handing work to the project team.
Industry Recognition
Award winning CMMS software
Recognition from software review platforms for value, ease of use, functionality and customer support.
01 / LEADS & OPPORTUNITIES
Keep the next conversation
See how estimates come together
Keep the next conversation
moving forward.
Capture an enquiry, qualify the opportunity and make the next step visible. Keep customer details, notes and supporting files close to the quotation, so each conversation builds on the last.
Lead ownership and customer context
Opportunity stages and follow-up tasks
Notes, files and communication history
Related quotations, sales orders and jobs
Sales pipeline Example view
Active opportunities Owners · stages · next steps
Qualified 01
Cedar Homes
Garden suite
Scope visit to arrange
JM Jamie M.
Estimating 01
Riverside Group
Office fit-out
Cost review in progress
AL Alex L.
Proposal 01
Oak House
Kitchen remodel
Client review planned
RK Riley K.
Next task: confirm the revised scope Office fit-out · Alex L. · Due Thursday
Follow-up
Notes, files and related quotations stay with the opportunity.
02 / PROJECT COST ESTIMATES
Build the quote around
Explore vendor quote comparison
Build the quote around
the work you will deliver.
Break the scope into labor, materials and equipment. Prepare a detailed quotation, add the notes your customer needs and offer an alternative specification when the project calls for a choice.
Organized project cost breakdowns
Multiple services and charge lines
Alternative quotation options
Customer-facing notes and summaries
Estimate builder EST-2048
Project estimate Office fit-out Labor, materials and equipment
Cost category Estimated cost
Labor $28,000
Materials $36,000
Equipment $8,000
Cost subtotal $72,000
Proposed price $90,000
Price less listed costs $18,000
Sample USD values, before tax. Cost subtotal excludes unlisted overhead.
Proposal options Base scope Enhanced finish
03 / VENDOR QUOTES & PURCHASING
Compare the full offer.
See the customer approval step
Compare the full offer.
Not just the lowest price.
Bring supplier responses into one review. In the connected purchasing workflow, move from an approved request to RFQs, compare the commercial details and create purchase orders for the awarded items.
Vendor prices and quoted quantities
Lead times, delivery and payment terms
Item-level award decisions
Linked purchase requests, RFQs and POs
Purchasing steps follow your enabled modules, permissions and approval process.
Vendor quote review RFQ-031
Materials package Same requested scope
Supplier A
$36,000
Lead time 7 days Scope Included
Review terms
Supplier B
$34,800
Lead time 14 days Scope Clarify freight
Clarification
Supplier C
$37,200
Lead time 5 days Scope Included
Review terms
Compare price, inclusions, delivery and terms before awarding.
Approved request Vendor quotes Purchase order
04 / PROPOSALS & CONTRACT APPROVALS
Turn a clear proposal
Connect the agreement to delivery
Turn a clear proposal
into an agreed next step.
Give the customer a proposal they can understand, with the selected scope, supporting notes and commercial terms. Track approval, use digital signatures and keep follow-ups connected to the agreement.
Professional proposal templates
Quotation options and selected scope
Digital signatures and contract approvals
Contract updates and renewal reminders
Proposal & approval Customer review
YOUR CONSTRUCTION BUSINESS
EST-2048
Office fit-out proposal
Prepared for Riverside Group
Agreed scope of works Selected specification Schedule and terms
Proposed price $90,000
Illustrative amount, before tax
Approval recorded Selected scope confirmed
Customer sign-off Sample signature Illustration only
Follow-ups and renewal reminders
AI TAKEOFF + VEDA Less manual preparation.
Less manual preparation.
Your expertise stays in charge.
Use AI where it can help with the work. Keep quantities, prices and approvals with the people responsible for the project.
AI-assisted takeoff
Upload plans, review detected items and correct the quantities. Create a quotation from the selected, priced items.
VEDA assistance
Use available operational context to draft documents, prepare checklists and support follow-up work. Review the result before use.
AI Takeoff requires enabled access. Your team checks the drawing, scope and pricing before approval.
Ask for an AI workflow demo AI takeoff → quotation Review the drawing. Verify the counts.
QA review
Illustrative plan · not a construction drawing
Electrical points 06
Other fixtures 02
FROM SALES TO DELIVERY Start the project with
Start the project with
the agreement everyone worked toward.
Make the handoff a deliberate step: confirm what was accepted, who will deliver it and which budget the team will work against.
The agreement
Confirm the selected proposal, scope, customer and supporting documentation.
The project
Align the approved work with project dates, budget details and assigned personnel.
The cost review
Compare the project budget with recorded expenditure as the work progresses.
Scope confirmed. Budget reviewed. Team assigned. Project records support revisions, files and linked jobs.
Explore Construction Management EVERYDAY CAPABILITIES The details that keep
The details that keep
a construction sale moving.
Lead ownership
Make responsibility clear from the first enquiry.
Quotation options
Compare proposed scopes without mixing their details.
Notes and files
Keep supporting information with the opportunity.
Supplier review
Check quoted costs against delivery requirements.
Timely follow-ups
Set reminders for customer and contract next steps.
Project cost context
Keep budgets and recorded costs available for review.
CONNECTED CONSTRUCTION TOOLS Estimating is the start.
Estimating is the start.
Keep the work connected.
Bring the commercial conversation into your wider DreamzCMMS construction workflow.
Explore related workflows on this page or return to the construction platform overview.
BUILT AROUND CONSTRUCTION WORK Different projects.
Different projects.
The same need for a clear agreement.
Home builders
Organize new-build enquiries and compare proposed specifications.
Remodelers
Explain scope choices and keep the customer decision clear.
Commercial contractors
Coordinate detailed estimates, vendor inputs and approvals.
Specialty contractors
Prepare trade-specific quotes with a clear cost breakdown.
Connected systems
Keep container events connected
to the rest of the operation.
Match container IDs and trip references across tracking, warehouse, transport, and maintenance systems.
Integrations
- SAP
- Sage Intacct
- Stripe
- Zebra
- CIMCON
- Oracle NetSuite
- Intuit QuickBooks
- Propelr
- Microsoft Dynamics 365
- Xero
- Razorpay
- Samsara
- Odoo
- TallyPrime
- RevRex
- PhonePe
- Chainway
- CardConnect
- Codat
- Siesa
- Unleashed
- Shopify
- Monnit
- Birdeye
- SAP
- Oracle NetSuite
- Microsoft Dynamics 365
- Odoo
- Sage Intacct
- Intuit QuickBooks
- Xero
- TallyPrime
- RevRex
- Stripe
- Propelr
- Razorpay
- PhonePe
- CardConnect
- Codat
- Zebra
- Chainway
- CIMCON
- Samsara
- Monnit
- Siesa
- Unleashed
- Shopify
- Birdeye
ONE WORKFLOW, SHARED CONTEXT Bring the right people
Bring the right people
into the right decision.
Sales teams
Know the owner and next step.Keep the opportunity, customer conversations and quotation status in view.
Estimators & procurement
Understand the scope behind the cost.Review the breakdown, supplier responses and alternative specifications together.
Project & finance teams
Start with a shared commercial picture.Use the agreed scope and reviewed budget to guide delivery and cost tracking.
FREQUENTLY ASKED QUESTIONS Construction sales &
Construction sales &
estimation, explained.
Answers about leads, quotations, vendor inputs, approvals and the project handoff.
What is construction sales and estimation management?
It connects the commercial steps before work begins: recording a lead, developing the opportunity, preparing an estimate, comparing supplier quotes and securing customer approval. DreamzCMMS brings these activities into the wider construction project workflow.
Can I manage construction leads and follow-up tasks?
Yes. You can record leads, assign an owner and convert qualified leads to opportunities. Opportunity records support stages, notes, files and follow-up tasks, with related quotations, sales orders, invoices and jobs available for review.
What costs can I include in a construction estimate?
DreamzCMMS supports detailed labor, material and equipment estimates. Build the breakdown around the proposed work, then check quantities, supplier inputs and any other allowances your business needs before agreeing the price.
Can I offer different quotation options?
Yes. The construction quotation workflow includes multiple service rows and an Add Option action for alternative quotations. Use options to explain different scopes or specifications and make the selected proposal clear before approval.
Can I compare vendor quotes and create purchase orders?
Yes. In the connected purchasing workflow, an approved purchase request can become an RFQ. Record vendor responses, compare pricing and terms, then award items and generate the related purchase orders. Access and approval steps depend on your configured purchasing permissions.
Does DreamzCMMS support digital proposal approval?
Yes. The construction estimate workflow includes signatures, and the commercial contractor offering includes eSignatures for contract approvals. Review the customer, agreed scope and terms before completing your approval process.
Can I set follow-up or contract renewal reminders?
Yes. The construction offering includes automated follow-up and renewal reminders. Configure the relevant dates, responsible team members and notification settings to match your sales and contract process.
How does the estimate connect with project delivery?
Use the agreed scope to align the project budget, dates and assigned team. Project records support cost information, budget revisions and linked jobs. This page does not assume that every estimate field transfers to a project automatically; confirm the handoff for your setup.
Is AI drawing takeoff available?
Yes, with access to the AI Takeoff application. Upload PDF, PNG, JPG or TIFF plans, review and correct detected items, then select the priced items to create a quotation. Human review remains essential before approving the result.
Is an estimate the same as a project budget or actual cost?
No. An estimate describes the expected work and proposed price. A project budget is the approved plan for delivering it. Actual costs are the expenditure recorded as the project progresses. Keeping these views distinct makes cost reviews more useful.
How does VEDA help the team?
VEDA assists with available operational records, document drafting, checklists and follow-up work. Use it to prepare wording or review relevant context, then have your team check the result. Quantities, commercial terms, pricing and approval decisions remain with your team.
Is this a standalone estimating tool or part of DreamzCMMS?
Sales and estimation management sits within the DreamzCMMS construction platform. It works alongside project management, purchasing, asset operations and reporting. Confirm the modules, integrations and user permissions needed for your business during the demo.