Estimate, bid, and win — all in one pipeline

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Sales in YourPM is more than an estimate button. Build accurate, professional bids from a manufacturer parts database, send them, and track every opportunity through a live pipeline — draft, sent, won, lost — with real win rates and forecasts. And when you win, the estimate flows straight into the project. No re-entry, no bids lost in an inbox.

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Estimating that ties to the whole job

Build estimates from a manufacturer parts database with real cost and labor hours.

One click turns an approved estimate into a Budget, Bill of Materials, and Schedule of Values — no re-entry.

Generate a branded PDF estimate instantly.

Save common bids as templates and reuse them.

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A live sales pipeline

Every opportunity tracked through Draft → Sent → Won → Lost.

Real numbers up top: open pipeline value, won value, lost value, and win rate.

Group and total by stage, so you always know what's live, what closed, and at what margin.

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Know your margin before you win

Projected profit and margin on every estimate.

Value, cost, profit, and margin side by side — so you never bid a job that quietly loses money.

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Track it by rep

Filter the entire pipeline and its numbers to a single sales rep

See who's winning, what's forecast, and where every rep's deals stand

Because Sales is part of the YourPM ERP, a won bid doesn't get re-keyed into another system — it becomes a fully structured project the moment you close it. From the first estimate to the first invoice, it's one connected flow.