Customer Specific Videos, Optional Signature, and Availability Dates

With the new proposal layout, we have rolled out 3 new updates that will help you to utilize the power of the new proposal format. If you don’t want to force customers to sign the proposal in order to go pending, you don’t have to. The video shows how you can go about turning that […]

Sending an email to a customer from the customer profile

To send an email to a customer from the customer profile, simply click on the envelope icon next to the email address in the customer information area. Your computer or mobile device will use the email service set as your default sending mechanism. This will work on a mobile device or a desktop/laptop computer. Cool ninja trick!

Explicit Opt-in

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 […]

Original Bid vs Last Recalculation

If you look in the top of the “Services Requested” area of the customer profile you will notice the top line says “Bid Date:” and then a date that is a link you can click to see their original proposal generated by ResponsiBid. As we all know bids sometimes need to be changed, so if […]

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.

Manually sending a client proposal link

Learn how ResponsiBid handles the client proposal link and how you can go about manually sending that link to the customer however you like after you’ve made edits.

Get a link to the proposal

If you want to send the link to a proposal to a customer manually, here is how you would be able to get access to the link for them. Open up the customer profile of the proposal you want. Click on the date of the last recalculated bid (or if there is only a date […]