Excel Integration for Quotes and Proposals

Convert existing Excel worksheets to professional quotes and proposals. Easily add customer and job data, exclusions and inclusions, statement of work, job photos, cover letters and addendums. Excel integration has never been easier! 

This integration is available as an affordable stand-alone feature! Contact us today for complete pricing and more information. 

Inside The Feature

Tracking and Electronic Signatures

Eliminate 3rd Party Tools Completely

Centralized Storage for Important Documents

What Our Customers Say About TopBuilder


“This hits on all of our requirements. A big driver for us is to get away from the stand alone DB/Spreadsheets like the access tracking tool we created, and have an integrated solution with our ERP. Also, to have a single, standard system where we can capture and track all of our bids by region and by sales rep.

Colleen Ward


Jayhawk Fire Sprinkler Company Logo

“With TopBuilder Solutions, we can be more selective and choose to bid jobs where they have a higher win ratio, customer pays on time, etc. Thereby increasing our win ratio!”

Drew Robbins

VP Operations

MB Haynes

“Amongst some of the standout features, the Bid module has provided our organization with a resource to ensure that all nine (9) of our Divisions are aware of invitations to bid, as well as bidding deadlines being met.”

Page Porter

Corporate CRM Project Manager