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Sage Estimating

by Sage Group

Last updated Mar 29, 2026 · 1 revision

Enterprise-grade mechanical estimating with Visual Assembler, HVAC-specific assemblies, and Sage 300 ERP integration.

Sage Estimating - by Sage Group - Estimating Software software - logo 5.1 Good See breakdown →

Highlights

32 Features5 Integrations
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Media

About This Product

Sage Estimating is an enterprise estimating solution for commercial HVAC and mechanical contractors, featuring the Visual Assembler tool for building complex HVAC assemblies, detailed material and labor databases, advanced reporting, and seamless integration with Sage 300 CRE ERP. Designed for large-scale operations needing tight integration between estimating, accounting, and project management.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Not available
Free trial
No
Free tier
No
Public API
Yes
Deployment
On Premise

FSH Score Breakdown

Ease of Use
5.0
Features
5.4
Support
5.0
Value
4.0
Integrations
8.0
AI Capabilities
1.5

Features

32 features confirmed across 12categories· Showing confirmed capabilities only

Platform & Customization8features

Data ImportCustom database importAI Document Editor With Co-AuthoringAudit TrailAudit trailsAutomatic Progress SavingAuto saveCustom TemplatesCustomizable templatesReal Time Multi-User VisibilityMulti-user simultaneous collaborationDesign CollaborationMulti-user collaborationThird-Party IntegrationeTakeoff Dimension integration

Estimating & Quoting7features

Assembly BuilderVisual AssemblerChange OrdersChange order managementDigital TakeoffAuto Calculated Inputs with Manual OverrideAutomated cost calculationsMulti-Estimator CollaborationMulti-estimator collaborationConstruction Data LibraryDigitizer IntegrationeTakeoff Dimension integration for digital takeoff

Accounting Integration3features

Job CostingBudgetingCost Code SynchronizationCost code synchronization

AI & Automation3features

AI Bid & QuoteAI SupportAI-powered takeoff toolsAI InsightsSage Ai-driven insights

Scheduling & Dispatch2features

Work OrdersChange order creationProject ManagementBid leveling and closing tools

Technician Management2features

Automated Quality AssuranceAutomated takeoffSubcontractor Management

Compliance & Safety2features

Code Enforcement TrackingCompliance trackingMBE/WBE TrackingMBE/WBE tracking

Invoicing & Payments1feature

Pricebook SynchronizationVendor data synchronization

Customer Communication1feature

Client PortalMulti-user collaboration

Inventory Management1feature

Purchase Order Automation

Reporting & Analytics1feature

Automated Dashboards and System Status ReportsCustom reporting and dashboards

CRM & Sales1feature

Contact ImportAddress Book import

Integrations 5 across 3 categories

Accounting 2
Sage

Sage 300 CRE

Sage Intacct

Sage Intacct Construction

Industry-Specific 2
RSMeans
eTakeoff
Field Service 1
BidMatrix

Pricing

Model
Per User
Starting at
$4,500/mo
Notes
Pricing starts at $365 per user per month. Part of the broader Sage Construction suite. Enterprise pricing may differ. Integrates with Sage Intacct Construction, 300 CRE, and 100 Contractor.

Related Products 2 across 1 category

Alternatives & Competitors

STACK Takeoff & Estimating Evidence-backed Good
STACK Construction Technologies Good match
Why these are related — sources 3
  • constructionbids.ai

    “The most common alternatives to Sage Estimating in 2026 are STACK (cloud, good for small/mid contractors), PlanSwift (perpetual-license takeoff), ProEst, The Estimating Edge, McCormick, and HeavyBid for heavy-civil.”

  • bidicontracting.com

    “Sage Estimating Advanced supports multi-user access through SQL, but it's not the seamless, browser-based collaboration you get with Procore or STACK.”

  • selecthub.com

    “STACK has a user sentiment rating of 90 based on 1077 reviews. Sage Estimating has a user sentiment rating of 81 based on 104 reviews.”

ProEst Evidence-backed Good
Autodesk Good match
Why these are related — sources 2
  • reddit

    “I just had a horrible experience with Sage Estimating support, and I started searching and found AutoDesk's ProEst.”

  • constructionbids.ai

    “The most common alternatives to Sage Estimating in 2026 are STACK (cloud, good for small/mid contractors), PlanSwift (perpetual-license takeoff), ProEst, The Estimating Edge, McCormick, and HeavyBid for heavy-civil.”