ResponsiBid DocumentationResponsiBid Documentation

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Company Setup(110)

  • Getting Started With ResponsiBid
  • Create and manage users
  • Add Company Logo & Avatar
  • Setting up the success & failure page
  • Notification email subjects

Pricing Setup(52)

  • “Bid in Person” Overrides for Legacy Modules
  • Commercial bid override feature
  • Best Practices: Setting up your value packages
  • Custom Items
  • How do price changes get handled in ResponsiBid?

Proposal Customization(35)

  • Setting up the success & failure page
  • Manually sending a client proposal link
  • “Bid in Person” Overrides for Legacy Modules
  • Testing the Lightbox
  • Handling follow-up emails from within the customer profile

Creating a Bid(30)

  • Custom Items
  • Call Screen power
  • Setting up an in-person bid
  • Creating an anonymous bid
  • Call Screen vs. LightBox vs. Smart Form

Communication(25)

  • Setting up your email templates
  • How to setup SMS/Text messages in ResponsiBid follow-up
  • Using the customer status
  • Handling follow-up emails from within the customer profile
  • Manually sending a client proposal link

Ninja Tricks(57)

  • Sending an email to a customer from the customer profile
  • Making a phone call from the customer profile
  • Exporting ResponsiBid contacts
  • Setting up your email servers (Gmail Integration)
  • Using ResponsiBid on your phone like an app

CrewCal(6)

  • CrewCal Customer Self-Scheduling Limit (days)
  • Webinar: Get your CrewCal PHD
  • Connect Google Calendar to CrewCal
  • Connect your Jobber Calendar to CrewCal
  • Getting Your Secret ICAL URL to turn on for your Google Calendar

Customer Profile(2)

  • Navigating a Customer Profile
  • How to Blacklist a Customer or Block an ip address

Video Library

  • Making the connection to Google Calendar
  • Importing a Contact List
  • Manually sending a client proposal link
  • “Bid in Person” Overrides for Legacy Modules
  • Commercial bid override feature

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