Your bid and job document can be further customized to fit your business needs with Bid Content, Bid Templates, and Job Document Templates.
Table of Contents
Bid Content
Bid content is information that is inserted into your bid. By default, you'll find a "Bid-Intro" section that houses a template already created for you. This intro paragraph automatically gets pulled into every bid under the Scope of Work header. Here, you can thank your customers for the business opportunity and tell them how to navigate through the bid. You can edit the example template in the Setup Wizard or the Company Profile.
Manage Bid Content Via Setup Wizard
This content will be included at the top of your bid's Scope of Work section. Primary Users can edit this content at any time in the Company Profile. Please review and edit the sample text to introduce your company and its values to your customer.
- Click into the text box and modify your bid content using the text editor.
- Use the toolbar to add formatting.
- Click Save.
Manage Bid Content Via Company Profile
This content will be included in your bid in various locations. These content blocks are not required and can be edited at any time by a Primary User.
Available Content Blocks Include:
- End of Cover - Located at the bottom of the cover page, this is often used to include a license number or other company information.
- Bid-Intro - Located at the top of your bid's Scope of Work section. Use this text to introduce your company and its values to your customers.
- After Payment Terms - Located just below the Payment Terms on the Cost page, this can be used to add an external payment link, financing link, disclaimers or other payment details.
- Before Signature - Located at the end of the Terms and Conditions, just before the signature section, this content block is used for information that needs to stay the final item before the signature.
To Manage Content:
- Primary Users can find the Company Profile by clicking on the user icon in the upper right corner of the screen and selecting Company Profile. (To find the user icon on a tablet or mobile device, select the 3-line hamburger menu on the top right of your screen.)
- Select the Bid Customization on the left side of the screen.
- To edit the customized content blocks, click on the content you want to change. (Or click the three dots on the left of the table to select Edit)
- Click into the text box and modify your bid content using the text editor.
- Use the toolbar to add formatting.
- Click Save.
Templates
The Templates section displays all the bid and Job Document templates available for your company. These templates include changes to two places in the bid - the cover page photo and how costs are shown to your customer on the costing page of the bid as well as changes to the Job Document.
Manage Bid Templates via Company Profile
Bid - Cover
This option determines how you want the cover page of your bid to appear.
- If you want the property photo on the cover of your bid, set the Main option for Bid - Cover as your default. This will automatically include a property photo on the bid cover page.
- If you do not want the property photo on the cover page, set the Main - No image option for the Bid - Cover as the default. No property photo will be included on the bid cover page.
- For more layout options, please contact our support team to request a price quote to further customize your bid template.
Bid - Intro and Bid Sections
The second page of your bid PDF contains a Scope of Work that can include an introduction paragraph and the section details about the work you are proposing to your customer. You can set your templates to include only the intro, just the sections, or both. For more layout options, please contact our support team to request a price quote to further customize your bid template. To customize the introduction paragraph, please click the Content tab at the top of the page.
Bid - Line Items
You can decide what pricing information to show to the customer by setting the default as either Full, Total with Quantities, or Total Only.
Options
- Full: Shows the product name, quantity, and price for each line item on the bid.
- Total with Quantities: Shows product name and quantity for each line item, but only a total price is included on the bid (Line Item Price is NOT included).
- Total Only: The line items, quantity, and price are removed to show only the total price.
- For more layout options, please contact our support team to request a price quote to further customize your bid template.
Bid - Images
When creating a bid, images can be added to help communicate issues to your customer. There is one default template for this section. For more layout options, please contact our support team to request a price quote to further customize your bid template.
Bid - Terms & Conditions
Your terms and conditions can be automatically pulled into the bid PDF based on your settings. There is one default template for this section. For more layout options, please contact our support team to request a price quote to further customize your bid template.
Bid - Media
When creating a bid, media files such as flyers, videos, and other documents can be added to help further educate your customer. There is one default template for this section. For more layout options, please contact our support team to request a price quote to further customize your bid template.
Manage Job Document Templates via Company Profile
Customer, Property, and Salesperson information is easily seen on the first page of the Job Document. You may set this template as the default to include the Project Information or toggle the setting off to remove it. There is one default template for this section. For more layout options, please contact our support team to request a price quote to further customize your Job Document.
Job Document - Materials List
All products or services added to a bid as a line item will show on the Materials List page regardless of the Bid - Line Item settings within the bid creator. (Even when the template does not show line items to your customer, it will show them on the Materials List). This list includes the product name and quantity only. Cost/price information is not included. You may set this template as the default to include the Materials List or toggle the setting off to remove it. There is one default template for this section. For more layout options, please contact our support team to request a price quote to further customize your Job Document.
Job Document - Sections
All Form and Bid details added to a bid will show on the Bid Information page regardless of the Bid- Sections settings within the bid creator. (Even when the template does not show sections to your customer, it will show them on the Bid information page). This page includes the section name, form and product names, descriptions, and all other bid details except financial information. Cost/price is not included. You may set this template as the default to include the Bid Information or toggle the setting off to remove it. There is one default template for this section. For more layout options, please contact our support team to request a price quote to further customize your Job Document.
Job Document - Terms & Conditions
Disclaimers, Waivers, Warranties, and Contract language that have been added to a bid can appear in the Job Document. You may set this template as the default to include the Terms & Conditions or toggle the setting off to remove it. There is one default template for this section. For more layout options, please contact our support team to request a price quote to further customize your Job Document.
Job Document - Images
Any images added to the bid could be helpful to include in the Job Document for your crew. You may set this template as the default to include the Photos or toggle the setting off to remove it. There is one default template for this section. For more layout options, please contact our support team to request a price quote to further customize your Job Document.
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