Creating a Bid

Extra Email and Phone Validation

In this video you will see how ResponsiBid can offer extra email and phone validation Turn the feature on in Settings > Form Builder > General Data Collection Make sure you hit save. ResponsiBid will make sure your web visitors phone number area code and prefix seem to be true. ResponsiBid will make sure that […]

Allow customers to upload images from their proposal

In this video you will be able to see how to allow your customers to upload their own high-quality images into your ResponsiBid proposals! See how to turn on the functionality for the advanced image uploads (allow ResponsiBid to hold full-quality, unlimited images for your bids) at Settings > Company Profile > Billing Then turn […]

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 […]

Customers can add services to their quotes

Customers can add services to their bids by selecting the option inside of their proposals. If you turn on the feature at Settings > Company Profile > Proposal Builder, then you can have a button in the proposal that allows a customer to add more services to their quote. A few things to note: You […]

Auto-Upsell Your Customers using the Upsell feature in ResponsiBid

Have you wished that every person who gets any sort of a bid from you would be automatically upsold a service that you could easily add to every proposal? Now you can with the upsell feature inside of ResponsiBid. The video above walks you through a few things: Turning a module on to automatically sell […]

Using the Actual Square Footage Option

If you’d like customers or yourself to have the option to enter in the exact square footage of building sizes, you can turn that feature on, but there are several places you’ll need to go to get it fully working: 1. You’ll need to first enable the functionality in your form builder You can enable […]

How to make house size, stories, or basement required or not

In this video we demonstrate how to give a quote but not necessarily have to enter in certain pieces of information regarding the structure if the quote doesn’t need it to calculate the bid. Keep in mind that even though the video doesn’t cover this… the call screen is ALWAYS set to always ask for […]

Show and Hide Specs in a Customer Profile

Learn how the toggle in the customer profile will help you to condense the specs and hide all specs that are either zeroed out or, in other cases are set to no instead of yes. You can toggle this back and forth, and each time you toggle the switch, ResponsiBid will remember what you used […]

Override measurements with a sqft override

If you’ve ever wished that you could override the measurements as the admin to just put in a number of square feet, this can be done in the customer profile. Simply find a measurement that you’d like to override and locate the calculator icon like this: When you click the calculator you can toggle over […]