Updating a bid

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 […]

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 […]

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 […]

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 […]

Show and Hide Specs in a Customer Profile

Learn how the toggle in the customer profile will help you to condense the specs and hide all specs that are either zeroed out or, in other cases are set to no instead of yes. You can toggle this back and forth, and each time you toggle the switch, ResponsiBid will remember what you used […]

Override measurements with a sqft override

If you’ve ever wished that you could override the measurements as the admin to just put in a number of square feet, this can be done in the customer profile. Simply find a measurement that you’d like to override and locate the calculator icon like this: When you click the calculator you can toggle over […]

What is a Legacy Migration Adjustment?

Any bid before 4/22/2016 could possibly have been done using the old service module format. We began converting “legacy bids” into the new, simpler format beginning on 4/22/16. The process our migration used was: Convert your packages, pricing, disclaimers & customized wording from the old setup process to the new module style. Recalculate each of […]

Blind Cleaning after Legacy Migrations

When we moved your blind cleaning prices from the old system to the new one, we weren’t able to label each style the same exact way, so you may want to look at your call screen and see if you like it. The old way we presented it: This worked pretty well, but we wanted […]