HCP Follow-Up Strategies (4:10)

Be sure to not double up on follow-up from 2 systems that accomplish the same thing Use ResponsiBid follow-up to sell, and HCP follow-up to for operations The more consistent the better

Adding images to proposals and pdf’s

In this article you will see how to include images within your proposals for all bids as well as specific to customers: See where images show up in the proposal See how to include images for all proposals (Settings > Company Profile > Proposal Tabs) See how to reorder your images in the proposal See […]

Proposal Scenario Controls

In this video you will be able to see: What you can do if you want a customer to be able to not confirm a bid without selecting any packages. How you can edit the labels for the scenario you like best. How to show or hide packages that are bid in the “bid in […]

Code Injection into The Smartform, Lightbox, & Proposal

In this video you will see how you can: See how to “hack” your smartform out of the regular ResponsiBid installation Create a standalone landing page by adding header and footer HTML into the form builder’s “code injection” Shorten a url of the hacked out form to make a prettier link Use the styling of […]

Learn how to use the package editor in ResponsiBid

The new package editor allows you lots of flexibility. In this video you will see: How you can add up to 5 package options to a service How you can rename the packages How you can edit the line items How you can remove or add certain items to or from packages

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 add a suffix to a ResponsiBid price

Have you ever wished that a price in ResponsiBid would not only show the price, but also add something to the end of the price to give context? For example: $54 /week In this video we show you how you can use the suffix builder to make a price calculate based off a large amount […]

Video Sample Script: PACKAGE SALES VIDEO

Here is a sample script to help you get some ideas on writing your own script for your video to show as the customer is reviewing the packages for each specific service offering in your proposal: Sample Template: I see you got a quote for [SERVICE NAME]! That’s great. This is one of our signature […]


Here is a sample script to help you get some ideas on writing your own script for your video to show at the beginning of every proposal: Sample Template: Congratulations on getting a quote for our services. My name is [FIRST NAME] and I am the [COMPANY POSITION] here at [COMPANY NAME]. You’ll notice as […]