Step 4: Finalizing the proposal: Step 4 is where you will setup the overarching details of how the proposals will be presented. In step 4 we will be setting up: If the area minimum should be set If t...
Best practices
Step 3 of setting up a service module
Step 3: Setting up your pricing: Step 3 is geared 100% for setting up pricing for ResponsiBid to use to calculate the price of a quote. The customer will NEVER see this, and once you understand how i...
Step 2 of setting up a service module
Step 2: Disabling & enabling questions: By default there will always be questions that a customer will be asked in order to give the information necessary to get a quote. These questions are impo...
Step 1 of setting up a service module
Start at Settings > Services to access your active & inactive modules. Find the module you would like to edit. It may be active or inactive, but by clicking on the name of the module next to ...
Best Practices: Setting up your value packages
The package builder allows you to create packages based on value propositions. This is a really critical part to get setup before you delve into pricing. You and ResponsiBid need to get on the same pa...