Collecting General Data This is where you tell ResponsiBid what information you want to make available for the customer to enter. You can also require some information. Note: You cannot require a piece of information that you are not requesting. If you save it, it will look like it saved that way, but when you refresh the […]
Getting Started
Setup your admin area
Go to: Settings > Administrator When you get into your ResponsiBid account for the first time you will notice that some of your information is already there. Just take a look around and make sure everything is right. Be sure to set your time zone. This will be important for the follow-up features, but there […]
Notification email subjects
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.
Setting up the success & failure page
Go to: Settings > Company Profile Open up the Success Page accordion. There are 2 tabs on this page: Success Page: This tab is where you will create the area that will be seen by someone who is viewing a proposal and selects the call to action button indicating that they want to move forward. Here […]
Add Company Logo & Avatar
Go to: Settings > Company Profile Open up the Company Logo & Avatar accordion You can upload an avatar which will be next to the owner’s message on all proposals given. The preferred file formats are .jpg and .png. If you do not resize the image to 150×170 pixels, ResponsiBid will do it for you. […]
Create and manage users
Go to: Settings > Company Profile Open the Company Users accordion You can edit your user account or create a new user if you are an administrator. When you create a new user you can determine which parts of ResponsiBid they can access if they are a sub user, but if you make them an […]
Getting Started With ResponsiBid
Welcome to ResponsiBid, you’re now a ResponsiBidder! You will want to make sure that you get ResponsiBid setup correctly so that you and your staff can confidently give quotes using this proven and successful system. This guide will help you use all of the software in your workflow so that you won’t have to feel […]