Sage Estimating Review - why 4 stars?

Shlomi Lavi / updated: Mar 24, 2022

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What is Sage Estimating?

Sage Estimating is a construction estimating software solution. The software supports proposal generation, and conceptual estimating. The software also offers integration with RS systems and MS Excel. Sage Estimating features a standard version, and an extended version that features built-in estimating templates. Both of the versions have integrated databases and can be ready to use almost immediately. Databases can also be customized with the software.

The Sage Group PLC, the developers of Sage Estimating, has offices all over North America, but its headquarters are located in Irvine, California. The Sage Group was formed in 1981 and has business all over the world.

Who is it best for?

Sage Estimating is best for customers in small to medium size businesses, from home businesses and small businesses to large enterprises with a large distribution. The software works best for construction firms because it helps on several aspects of the construction business, and similar businesses such as HVAC, utility contracting, and mechanical construction. The software is used by over 3 million clients, in just the U.S. and Canada alone. Among the clients of Sage includes Echo Pacific and Cannery Brewery Co.

Main features and functionalities

Sage Estimating can help your business in several ways. There are applications and features that can help a business improve and thrive. One of the most important features that the software has is its ease of integration. The software is one of the easiest software solutions to integrate with existing system and applications that are already in place.

Another important feature is the quotation and procurement add-on. This add-on allows clients to make quote sheets from takeoffs, send them to vendors through email, negotiate the price, and choose that quote for the estimate budget or use it to a subcontract or purchase order. This is a very useful tool that also allows clients to develop a library on their bid history. Other features include the CAD feature that uses CAD integration that has CAD item libraries to feed CAD quantities from the drawings. CAD is a main means of providing quantities and material components.

There is also scheduling integration which gives clients is the ability to generate a text file recap on the estimate, which is sorted by a schedule activity. This integration also allows clients to export the recap into a Primavera native file format or a MS Project Schedule native file format. Although the software is not a scheduling program, it utilizes integration to create data that can be used by other scheduling software solutions. The software can also help because of its flexibility. The software allows the client to be flexible with how they present their results. The assemblies will allow questions to be used differently by each estimator (questions such as total square footage, unit price, man hours) and get all of it under one common system setup.

What is the actual cost?

The cost of license starts at $3,500 per license. ITQlick pricing score is 5 out of 10 (10 is most expensive). Access ITQlick pricing guide for Sage Estimating. You can also find here pricing information from Sage Estimating's website.

Pros

• Software integrates very well with several programs and systems
• Home page features Social Networking Links
• Sage Estimating has a dynamic link to the onscreen takeoff tools
• Sage Estimating interface visuals are not are as engaging as competitors
• The software estimating feature has customizable built in codes

Cons

• Software has limited revenue service feature
• Sage Estimating does not have mobile application support
• Sage Estimating is only offered in English
• The software is not as CRM integrated as other competitors
• Sage Estimating has no forum for collaboration and communication with other users

How it stacks up?

Access a head to head analysis of Sage Estimating vs alternative software solutions.

Frequently Asked Questions (FAQs)