If you want to send the link to a proposal to a customer manually, here is how you would be able to get access to the link for them. Open up the customer profile of the proposal you want. Click on the date of the last recalculated bid (or if there is only a date […]

By clicking a customer’s name on the dashboard or from a search, you enter their Customer Profile. Once inside the Customer Profile, if you scroll down, you will see an accordion labelled “Follow Up Status.” Click on it to open it, and you’ll see the archive of emails that have been sent to the customer, […]

This is a feature for Premium accounts only. The lightbox is a nice way to install a button on every page that takes up very little space, but allows an actionable way for your customer to begin the quoting process. It’s nice because it doesn’t require you to reload pages or anything like that… it just […]

See how you can now override different elements of a bid that trigger a “Bid in person” response, and how you can fine tune any bid in a really slick and nice way using the package “adjustments” feature… now including a “fixed price” override. See how you can now take off the area or house […]

Watch this video to learn how ResponsiBid handles the client proposal link and how you can go about manually sending that link to the customer however you like after you’ve made edits.

Go to: Settings > Company Profile Open up the Success Page accordion. There are 2 tabs on this page: Success Page: This tab is where you will create the area that will be seen by someone who is viewing a proposal and selects the call to action button indicating that they want to move forward. Here […]