Bid Content

Edit the default content that is automatically inserted into your bids.

How to Edit Bid Content

1. 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.) 
2. Select Bids & Drawing on the left side of the screen.
3. Select the Bid Content at the top of the box.
4. Select Edit

Understanding Bid Content Sections

Each Bid Content section controls a different part of your bid. You can customize each one depending on what you want your customer to see and where it appears.

Bid 1 – End of Cover Page

This section appears at the bottom of your bid cover page.

Common uses:

• License numbers
• BBB badge
• Certifications
• Trust badges or logos

How to add images:

1. Upload your image in the Media section
2. Copy the Public Link for the image
3. Use the image embed tool in the editor and paste the link

Helpful guide: https://support.contractoraccelerator.com/hc/en-us/articles/360034889611-Media

Best practices:

• Keep the image small so it fits neatly at the bottom
• Center the image for a clean look
• Test your bid to confirm it displays correctly
• If it does not appear properly, reduce the image size and try again

Bid 2 – Intro

This appears at the beginning of your bid.

Common uses:

• Thank you message
• Quick introduction to the estimate
• Overview of what the customer is receiving

Examples:

• “Thank you for the opportunity to earn your business.”
• “Below is your quote for the requested work.”

You can keep this short and simple, or expand it with:

• Company values
• Mission statement
• Details about your process

Bid 3 – After Payment Terms

This section appears after your payment terms.

Common uses:

• “Make checks payable to…”
• Pricing expiration terms, such as “Prices valid for 60 days”
• Additional payment-related notes

Bid 4 – Before Signature

This section appears right before the signature line, after your terms and conditions.

Common uses:

• Final reminders
• Important disclaimers
• Last notes you want the customer to see before signing