EstimateOne vs. Zip Intake-to-Procure

EstimateOne is well suited for subcontractors or builders alike to streamline the process of tendering on projects. It is a fantastic platform for anyone really, whether you are starting your business and need to build a client base or have an already established business and want to find more projects to tender on. It can be difficult at times to know where you stand after submitting a price, a strong follow up process or CRM is something you should consider before using the platform to keep track of key contacts and jobs you have priced.

Zip can be used for routing all vendor-level approvals for new vendors and all renewals across our organization. It can also be helpful for managing all purchases from existing vendors. For non-spend related approvals, it’s not as well suited. Zip was definitely designed for procurement workflows. They also have a vendor management portal that links up directly to something like NetSuite for management and visibility.

• Document access to projects on tender.
• Easy access to tenders and all commercial projects and their status.
• Good communication details with estimators.

• No coding - Ability for the administrator to make changes without development resources helps us be agile as a procurement org.
• Visibility to the user in a great user interface
• Accountability (helps us track SLAs on response time), Audit trails keeping track of everything
• The implementation team was incredible, as is ongoing support. They want you to succeed in your goals vs. just implement their tool

• 5 free passes for $10,000,000 opportunities as a further way for members to experience what they will receive in the next level up.
• Option to submit video testimonials.

• Missing the ability to proxy as another user. Currently, if one approver did not set up their delegation, an admin or the approver of that step must reassign each of the approvals to another person.
• Bulk upload options for admins to update queues and subqueues.
• Missing ability to schedule reports or the option to share a saved view with another user. It would be easier if certain filtered views can be shared with others to avoid each user having to create their own views.

Incentivized

EstimateOne is easy to use, the user interface is designed to be simple yet functional - many other platforms I have used are much more cumbersome to navigate and don't offer as much functionality. Everything has been thought out well with EstimateOne - it seems to have been designed by people who have worked in the industry.

Abby Tuong is an incredible employee who is EstimateOne. Her proactiveness, willingness to listen and help, and customer focus is second to none. With that level of support, it is no wonder EstimateOne has such rave reviews and is clearly the choice in the market.

Incredibly responsive and helpful.

Incentivized

I think EstimateOne may have a broader database (not sure); but certainly I feel it is very thorough in the searchability for suitable projects

Zip is by far the easiest to implement and configure, dramatically reducing the speed to value. Setup and creation of workflows to align with approval processes can be done within weeks and there is no limit to the number of approval flows that can be created. There are value add features such as contract management "lite" (renewal notifications, ability to not contracts/documents as final, etc.). Finally, the cost is multiples lower than more ERP-type suites and platforms.

Incentivized

• We are hoping for a positive impact and positive ROI since Covid-19 has effectively stopped our personal engagement opportunities with builders and architects

• Improved visibility into purchase requests
• Centralized Vendor management to allow better compliance for privacy and security
• Our time to close a PR has increased initially but that is due to a more robust approvals process and as we spend more time in the tool that time will be reduced
• We now have more time to focus on strategy and negotiations instead of tracking approvals at a manual level

Incentivized