Proposal Customization

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 […]

New Proposal Format

It’s here and it’s ready! Check out the video to see the following: The new layout with a card view of each package The new “additional information” area The way to navigate the proposal in it’s 3 new areas: Quote, Confirm, Schedule How a customer digitally signs their quote How a customer can see public […]

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 […]

How to allow commercial quotes from your website

In this video we show you the settings and things to pay attention to in your modules if you’d like to allow for commercial quotes to be allowed to be given via your website. ResponsiBid will allow you to set modules up so that you can limit quotes from being given to either residential customers […]

Video Sample Script: PACKAGE SALES VIDEO

PACKAGE SALES VIDEO (Settings > Services – Step 1 of any service module – all ResponsiBid accounts) Sell your packages, Compare and contrast your packages, Help underscore the value of each package or 2. If you don’t offer different packages, explain what happens during this service and, what the customer can expect when you are on […]


PROPOSAL HEADING VIDEO (Settings > Company Profile – In the Proposal Builder Section Some quick takeaways Thank the customer for getting a quote and explain what they see below (bundles, packages, let them know to select a service, sign and hit “I’m ready to schedule” to approve OR Frame value in doing business with your […]

Using Videos in your Bids and Proposals

There are 4 types of videos you can integrate in your Sales Process. Below you can see the purpose of each video and where to install it! If you have trouble with installation, find tips and frequently asked questions at the bottom of the page.   “Introductory Sales Video”  (Here’s a sample script and video […]

Step 4 of setting up a service module

Step 4: Finalizing the proposal: Step 4 is where you will setup the overarching details of how the proposals will be presented. In step 4 we will be setting up: If the area minimum should be set If the house size minimum should be set If a trip charge should be added to each quote If […]