Proposal Customization

Auto Populating a Form Within the Proposal

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 […]

Beta Bundle Building & Automation

Your New Beta Features Explained in the Video Navigating the bundle options: The way that bundles layout to your customers The way add on services layout and work How package options work inside of a bundle proposal How the “Ala Carte” section works Manually adding a bundle The bundle library: Bundle Sets vs Bundles Adding […]

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 […]

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 […]

PDF Signatures

In this video you will see how you can let customers see their digital signatures on the PDF proposal.

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 […]

Making a Service NOT Automatically Upsell

Sometimes your “automatic upsells” won’t make sense to upsell. That’s OK! Just change the bid type to “none” and you’re off to the races!

Giving Proposals Names

Sometimes it will be useful for you to give a proposal a name that differentiates it for a specific customer. This might happen when you are giving proposals to customer for multiple properties and therefore each proposal needs more than just an address to differentiate it.

New Carousel Hinting

What do you think of the recent changes to the Package Carousel for customers to notice the other packages?

Customer Image Uploads

You can upload images to be included in the customer’s proposal but using the free image upload feature. In this video you will see how you can add images and how to make sure that they are in the order you wish. You will also see the difference between the free version and the advanced […]