This option is really straight forward. The quote in ResponsiBid goes just as it normally would, but after the follow-up is initiated you could just send a link in the follow-up emails that encourages people who want to get extra special attention to the type of project they have to simply click a link and […]

This option means that you would potentially take a lead away from the instant quote process– maybe to never see them return– however in the case of more complicated quotes this could be a good thing. It would ask the customer as they are filling out the form to click a link to get an […]

LiveSwitch Integration with ResponsiBid via Zapier This integration requires sending a Zapier webhook as part of the “Open” status follow-up sequence. It would allow you to set a timer in the open sequence so that LiveSwitch would directly send out an invitation to record a video from every new quote given. If you are interested […]

4 Ways to Use LiveSwitch with ResponsiBid LiveSwitch is a really cool technology that allows your customers to use their phone to show you what it is that they want done as well as the specifics of their particular project. It makes it fast for you and them, but it also makes it a really […]

Summary of use If you want to use a service like Zapier to do things with the ResponsiBid follow-up webhooks (outbound from ResponsiBid going to another app), you can take bid data and push it to Zapier to be repurposed as part of a follow-up sequence. The process will follow the following steps: Decide when […]

There are sometimes scenarios where you’d like to collect further information within a proposal (or even a deposit!) but don’t want your customer to have to re-enter information that was previously given. Well, this is your help article if you’d like to do that! First, you need to build out a form to embed into […]

To create a webhook: Go to Settings > Installation > Webhook Leads Click green button “Create API Key” Name it, describe the use for it, and set an expiration if you don’t want it to work forever… otherwise leave the date as it is. Save changes Copy the API Token in the blue field and […]

If you wanted to manually send the customer a link to their proposal: Open up the customer you’re talking to Click on the bid date next to the proposal date (or last recalculation) Click on the “client proposal link” Copy the URL from the url bar in your browser to send to the customer If […]

If you are considering connecting ResponsiBid and Housecall Pro you will see that ResponsiBid’s powerful and intelligent selling automation has a great integration into Housecall Pro’s powerful CRM functionality. Together, HCP and ResponsiBid help to automate and improve your sales systems. Read below for all of the help articles to see how each feature would […]

If your emails keep finding their way to your customer’s spam folder there’s a good chance that something about your emails is triggering getting marked as spam. Here are a few examples of reasons that could be getting your emails marked as spam: If more than 3 out of every 1,000 emails is being marked […]