BasisBoard - Product Updates

Version 2.3.0

AI-Powered Document Analysis: Our AI now scans uploaded bid documents for key dates, contacts, and scopes of work, automatically populating the relevant fields in your bid board. This further reduces manual data entry and ensures accuracy.
Team Performance Analytics: A new "Analytics" tab provides insights into your team's bidding performance. Track win/loss ratios, bidding frequency by client, and individual estimator performance to make data-driven decisions.
Customizable Bid Stages: You can now create, edit, and reorder your bid stages in the "Board View" to perfectly match your company's workflow.

Enhanced Calendar Sync: Two-way synchronization with Google Calendar and Outlook is now more robust. Updates made in either BasisBoard or your external calendar will be reflected instantly.
Faster UI: We've optimized the application's performance, resulting in a faster and more responsive user experience, especially for users with a large number of bids.
Improved Search: The search functionality is now more powerful, allowing you to search within notes, attached documents, and custom fields.

Just testing both.

Integration with Procore: Seamlessly connect your BasisBoard account with Procore to sync project data and streamline your workflow from bid to project completion.
Task Management: Create and assign tasks to team members for each bid. Set due dates and get notifications to ensure nothing falls through the cracks.
Vendor Management: A new "Vendors" tab allows you to manage your list of subcontractors and suppliers. Track their contact information, specialties, and past performance.

Bulk Actions: You can now select multiple bids in the "List View" and perform bulk actions, such as changing the stage, assigning an estimator, or archiving.
Redesigned Notes: The notes section for each bid has been redesigned to support rich text formatting, attachments, and mentions of other team members.