NOTE: As of 2014, emails sent to AOL or Yahoo are more than likely being blocked if they are sent on your behalf. This is how ResponsiBid sends emails by default. By following this guide to use your own email servers you will be far more likely to be able to deliver to this addresses […]

Learn how to use Zapier to connect with any application Zapier offers. In this video you will see the exact step-by-step recipe we used to connect ResponsiBid to Google Sheets and QuickBooks Online.

Simply go to Settings > Contacts and scroll to the bottom. There is an accordion called “Export Contacts”. Simply open that accordion up and choose what information you’d like to export. It will automatically download a .csv file for you to do with as you wish.

This is determined every time a bid is run from your website or submitted through the call screen. If you have this feature turned on (Settings > Follow-up Builder – Bottom of the page) you and the customer will be prompted before submitting any bid through the website or call screen to answer if it’s […]

Go to: Settings > Company Profile Open up the Notification Email Subjects accordion. This will allow you to customize how notification emails will come in after each bid is complete or goes pending. This way you can choose to have the person’s name and service area within the subject line of the email if you choose.

You can quickly search for a person or bid in 3 ways: In the sidebar menu once logged into ResponsiBid you can click on the search bar. As you type in the first or last name of the person you are looking for ResponsiBid will search in real-time for the person and you can use […]

When you’re done testing and you’re ready to put ResponsiBid out where your customers can access it, the lightbox is a nice way to install a button on every page that takes up very little space, but allows an actionable way for your customer to begin the quoting process. The “Standard install” will be the […]

Creating custom statuses for your business and your specific needs is easy. Go to Settings > Follow-up Builder Click the green tab with a “+” to create a custom status. Once you do that, you can click the edit icon next to the newly created status. When you do, you’ll see the following things to edit: […]

You have full control over your automated emails. You can adjust the timing of when they are sent, the email address they are sent from, their subject line, and the content of the emails themselves. Go to Settings > Follow-up Builder Enable the emails within the statuses that make the most sense to you. Edit […]

f you are trying to change the terminology with something in the smart form or lightbox or proposal, you are probably just needing to access the edit labels area. To do this, go to the sidebar of your admin area and click “Use Smart Form”. The accordion bar above the smart form has a button […]