Presenting estimates in your client's preferred format is essential for efficient decision-making and satisfaction. Yet with each client requesting unique layouts, contractors often find themselves overwhelmed, spending hours transferring data into Excel manually. This manual transfer not only doubles the effort but also increases the risk of costly errors. As owners bring contractors into the process earlier, and demands on preconstruction teams grow, it's critical for estimators to leverage technology that streamlines their workflows.
That’s why today we are excited to introduce the Ediphi Excel Add-In: Last Mile Workflow! Because Ediphi is a cloud-based application, you can directly integrate with other solutions, in this case Excel. Now, estimators can focus on what they do best—building accurate budgets—while Ediphi takes care of keeping the surfaces where your estimate lives up-to-date. The Add-In links your estimates in Ediphi to Excel, updating your spreadsheets automatically for you. You can easily fill out owner bid-forms, executive summaries, and dashboards directly from your estimate, and changes will be reflected in Excel.
Live Excel Data Feed. Save significant time and reduce errors with bid-forms or executive summaries in Excel kept up-to-date automatically for you.
Self Service. Directly install the Excel Add-in from the app store without complicated IT provisioning.
But don’t take our word for it. Here’s what one of our customers had to say about it in a recent video:
“Owner bid forms are a pain and preconstruction is left with figuring out all of this information in the last mile, putting together our bids from trade partners and our numbers. Ediphi is the next generation of estimating platforms and the Excel Add-in is a snappy workflow.” Kyle Bonde, Senior Estimator, Hensel Phelps.
With the new Add-in, contractors can connect their Ediphi estimates to Excel on Mac or PC, in the Web App or on their desktop versions. Mac and PC users can download the Ediphi Add-In through the app store by searching "Ediphi."
Stay tuned for more exciting new capabilities coming from the product team in the near future!
