What's new in Sage Estimating (cloud) 3.8
This page provides quick access to release highlights and a detailed table listing all changes and enhancements included in this update of Sage Estimating (cloud), formerly Sage BidMatrix.
Release highlights video
All changes
| Feature description | Go there |
|---|---|
| Sage BidMatrix has been rebranded to Sage Estimating (cloud), aligning the product name more closely with its estimating capabilities and cloud‑based experience. | Sage BidMatrix is now Sage Estimating Cloud |
| We've streamlined the estimating experience in Sage Estimating (cloud), formerly Sage BidMatrix, by integrating the Estimate Sheet functionality directly into the Summary View. The Summary Sheet now serves as a single, unified workspace for detailed estimating and high‑level bid review. | Estimate Sheet functionality integrated into the Summary Sheet |
| We’ve enhanced the Summary Sheet by integrating Estimate Sheet functionality and adding several usability improvements, creating a faster, more flexible, and more intuitive estimating experience. | Summary Sheet enhancements |
| You can now create and manage custom layouts for the Summary Sheet using the new Layouts tab in the right‑side panel. This feature gives you greater control over how your data is organized and displayed. | Custom Summary Sheet layouts |
| A new Files option has been added to the right-side panel on the project Summary Sheet, allowing you to upload and manage project files directly within a project. This provides a centralized location for supporting documentation such as plans, specifications, and other relevant files. | Upload project files |
| A new Bidding page is now available for projects. It provides a centralized table view of bidding participation across all categories, making it easier to analyze, update, and apply bidding structures throughout the estimate. | New Bidding page |
| The Disconnect right-click action for bid package phases, on both the Summary Sheet and the bid package matrix, has been renamed to Self Perform to align with estimating workflows. | Disconnect renamed to Self Perform |
| We've enhanced the left-side navigation to provide quicker and more convenient access to the Breakout, Self Perform, and Connect actions for both alternates and bid packages. | New actions available in the left-side navigation |
| When you create a new project and open it for the first time, you can now set the project as self-performing directly from the landing page. | Set new projects to self-perform |
| The bid package matrix page now provides improved visibility into budget allocation and totals. | Enhanced budget visibility on the bid package matrix page |
| We’ve updated the source indicator for projects and subcontractors not linked to external systems, such as Procore, SmartBid, or BuildingConnected. This enhancement makes it easier to distinguish these records in the tile view. | Updated source indicator for projects and subcontractors |