Platform Features

    Complete Quote & Contract Management Platform

    Powerful tools designed to streamline your home building sales process from first quote to signed contract.

    Create Professional Quotes in Mintues

    Generate detailed, customizable quotes with multiple variations, facades, elevations, and pricing options. Track every version and set automatic expiry periods-all in one intelligent platform.

    Key Features

    • Multi-variation quote support
    • Property dimensions integration
    • BAL rating selections
    • Elevation style options
    • Color and facade customizations
    • Pricing ranges and packages
    • Multi-version management
    • Automatic lapse period tracking
    • Design requirements integration
    • Customizable offerings and ranges

    Manage Multiple Buyers Seamlessly

    Send quotes to multiple buyers and track every interaction in real-time. Know exactly who's engaged, who's approved, and who needs follow-up.

    Perfect for joint purchases and multiple stakeholders. Buildotive handles complex multi-buyer scenarios with ease, giving you complete visibility into every buyer's actions and decisions.

    Key Features

    • Multi-buyer quote distribution
    • View tracking
    • Acceptance tracking
    • Pending action monitoring
    • Multi-buyer approval workflows
    • Individual buyer status
    • Automated reminders

    From Quote to Signed Contract Automatically

    Stop chasing signatures. When your quote is approved, Buildotive instantly converts it into a legal agreement and manages the entire digital signing process for all parties.

    Eliminate manual contract creation and the hassle of tracking down signatures. Buildotive automates the entire process from quote approval to fully executed agreement, saving you time and closing deals faster.

    Key Features

    • One-click quote-to-agreement conversion
    • Digital signature collection
    • Multi-buyer signing workflows
    • Email-based signature requests
    • Real-time signing status
    • Unique agreement numbering
    • Agreement expiry period definition
    • Automatic lapse management
    • Signed document storage
    • Agreement status tracking

    Manage Your Entire Product Catalog in One Place

    Keep your sales team aligned with a centralized library of house models, specifications, facades, colors, and pricing. Bulk import your data and maintain consistency across all quotes.

    Import and manage all your house models, specifications, and variations in one centralized platform. Keep your sales team aligned with current offerings, pricing, and options-ensuring every quote reflects accurate, up-to-date information.

    Key Features

    • House model library
    • Specifications management
    • Pricing ranges configuration
    • Site cost tracking
    • Site cost variations
    • Facade styles catalog
    • Elevation style options
    • Color options database
    • Variation management
    • Bulk data import
    • Centralized product library

    Make Data-Driven Decisions with Complete Visibility

    Know exactly where your business stands with comprehensive analytics. Track revenue, monitor conversion rates, identify top performers, and optimize your entire sales pipeline.

    Get complete visibility into your sales performance with real-time metrics and comprehensive analytics. Identify trends, track team performance, and make informed decisions to optimize your sales process.

    Dashboard Metrics

    • Total revenue tracking
    • Quotes awaiting approval
    • Agreements awaiting signature
    • Signed contracts this period
    • Lost deal analysis
    • Quote -> Agreement conversion rate
    • Agreement sign rate
    • Pipeline value
    • Top-performing house models
    • Sales team performance

    Complete Version Control and Traceability

    Track every change, maintain multiple quote versions, and access complete history for any deal. Never lose track of what was quoted or when.

    Maintain perfect records with comprehensive version control. Whether you need to reference an old quote, compare versions, or trace the evolution of a deal-everything is tracked and accessible.

    Key Features

    • Multiple quote versions
    • Full history tracking
    • Complete traceability
    • Version comparison
    • Timestamp tracking
    • User attribution

    Stay Informed Every Step of the Way

    Never miss a beat with comprehensive activity tracking and notifications. Your entire sales team stays synchronized with real-time updates across every opportunity.

    Keep your entire team in the loop with complete activity tracking and smart notifications. Everyone knows what's happening, what needs attention, and what's been completed-eliminating confusion and missed opportunities.

    Activity Features

    • Quote sent notifications
    • Quote accepted tracking
    • Agreement generated alerts
    • Agreement signed updates
    • Lapsed quote/agreement alerts
    • Complete audit trail
    • Email notifications
    • Real-time updates
    • Multi-user collaboration
    • User activity tracking

    Secure Multi-User Access with Role-Based Permissions

    Control who sees what with flexible role-based permissions. Give your team the access they need while protecting sensitive information.

    Manage your team effectively with granular access controls. Assign roles, set permissions, and ensure everyone has the right level of access for their responsibilities.

    Key Features

    • Multi-user access
    • Role-based permissions
    • Role-based access control
    • Multi-user authentication
    • Team synchronization
    • Permission customization
    • User activity monitoring

    Automated Expiry and Lapse Management

    Set deadlines, track expiration dates, and automatically manage quote and agreement lifecycles. Stay on top of time-sensitive opportunities without manual tracking.

    Never let deals slip through the cracks due to expired quotes or agreements. Buildotive automatically manages expiry periods and alerts you to opportunities that need immediate attention.

    Key Features

    • Quote expiry period definition
    • Agreement expiry period definition
    • Automatic lapse marking
    • Lapsed deal tracking
    • Expiry notifications
    • Renewal workflows
    • Configurable timeframes

    Enterprise-Grade Security You Can Trust

    Your data and your clients' information are protected with industry-leading security standards. Built on AWS infrastructure with SOC 2 compliance and enterprise-grade protection.

    Rest easy knowing your business-critical data is protected by the same security standards used by the world's largest enterprises. Buildotive is built on secure, scalable infrastructure with comprehensive compliance certifications.

    Security Features

    • AWS cloud hosting
    • SOC 2 compliant
    • Enterprise-grade security
    • Encrypted data transmission
    • Secure document storage
    • Regular security audits
    • Data backup and recovery
    • Multi-user authentication
    • Scalable infrastructure

    Features FAQs

    Common questions about Buildotive features, workflows, and platform capabilities.

    Yes. You can send one quote to multiple buyers, track individual views and approvals, and manage signature status for each person in the same workflow.

    Can't find what you're looking for? Contact our customer support team

    Impact

    Do it faster. Do It Right. Convert More.

    Real outcomes from teams who replaced fragmented tools with quotes, agreements, and catalogs in one Buildotive workspace.

    0%
    Faster Quoting

    Cut quote turnaround from hours to minutes.

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    Fewer Errors

    Eliminate manual entry mistakes across deals.

    More Conversions

    Faster turnaround means more accepted offers.

    Get started

    Ready to transform? Start today.

    See these capabilities on your data—book a personalised demo with our team.

    Boost Conversions
    Eliminate Manual Effort
    Accelerate Deal Closure