Create a Bid

Learn About the Bid Creator

Our bid system is designed to be highly customizable to include detailed information relevant to the customer's project from information previously entered into your company's Company Profile. 

• A bid starts off by creating a section. A bid can include one or multiple sections.
• After creating a section, select one or multiple forms for your section.
• A form is tied to a product category and creates line items for that product category. Forms are customizable to fit however your company calculates line items.
• The basic information required within a form is a product and a quantity.
• The information input into the form is used in conjunction with the product information entered into your company's profile, such as pricing, to create a line item.

Please watch the following videos:

Starting a Bid

Follow these steps to route to the bid creator.

1. Select a project.
2. Select the Bids tab from the Project page.
3. Select Add Bid.
4. Select Create New.
5. Enter a brief description of the repairs. This is used to identify a bid within Contractor Accelerator and will show to the customer within the Customer Bid email.
6. Click Start.

Section Manager

Add and manage sections and forms.

1. Enter a Section Name.
2. Select one or multiple forms to add to a section by:
   • Scrolling through the list of all forms.
   • Filter forms by selecting a category from the down drop list.
   • Search your company's form list.
3. Select the desired forms by clicking them.
   
   • The selected forms will show that the bottom of the add section modal.
     • Click the X to delete a form.
     • Click and drag a form to rearrange the order.
4. Click Save once all the needed forms have been selected. 
5. Complete the required information in each form.
   • Add notes or upload a photo if desired.

Pricing

Detail the pricing included in a bid.

1. On the left side of the page, select the Price Tag icon to move to the pricing sidebar.
   
   • Edit the unit price by clicking the Pencil icon. (If component pricing is used, please visit the line item edits in bid creation section of the Components article.)
     
     • Update the price per unit by entering a new amount in the Unit Price field. The Unit Price multiplied by the Quantity equals the Line Item Amount. Click Save.   
     • Adjust the total price of the line item by adding a dollar amount or percentage to the Adjustment field. The Unit Price multiplied by the Quantity equals the Line Item Amount. The Adjustment will be added to the line item total to get a new total. Click Save. 
     • In the example below, the Unit Price has been updated from $640 each to $650 each. That amount is multiplied by the quantity of 2 ($650x2 = $1,300). The user has also added a Line Item Adjustment of $200, bringing the new total to $1,500 (($650 each x 2 units) + $200 = $1,500.
2. Additional line items can be added by selecting Add Line Item. 
   • Select Product or General from the type drop-down.
     • Product - Pull in an existing product to create a line item separate from a form.
     • General - Make a one-off line item with customized price and quantity. 
3. Add any additional fees or discounts by selecting Add Fee or Add Discount.
   • Either can be calculated by a percentage or a dollar amount.
   • Generally, the Quantity will be 1.
   • The Amount is the percentage or dollar amount of the fee/discount.
   • The Total is the percentage or dollar amount that will be applied.
4. Select Set Payment Terms to add a payment schedule. 
   • Select Installments or a One-Time Payment.
   • Choose when a one-time payment is due during a project.
   • Customize the number of installments and the payment amount due at each stage.
   • A dollar amount or a percentage can be entered for installments.
     • However, at least one percentage installment must be used.
     • All percentage installments must total to equal 100%.
     • The percentage total equals an exact dollar amount minus the bid total. 
     • Click Save.
   • In the example below, the deposit is $2000, leaving $10,000 remaining. The user has created a second payment for 50% of the remaining balance ($5000) and a final payment of the other 50% ($5000) for a total of $12000. 

Terms and Conditions

 Add, rearrange, and customize your terms and conditions.

1. Select the Pen and Paper icon.
2. Click a section to view the selected terms and conditions.
   • Terms and conditions that cannot be edited will show with a Lock icon.
3. Select Manage Disclaimers, Contracts, Waivers, or Warranties to add a terms and conditions file or view details.
   • View available terms and conditions.
   • Select the Plus button to add.
     • A Checkmark will appear when terms and conditions are added.
     • Click the Checkmark to unselect.
   • Select Add Custom Disclaimer, Contract, Waiver, or Warranty to create a custom term and condition using the text editor.

Uploads

Drawings

Select, upload, or view drawings from the drawing tool. See the Drawing article for more information.

1. Select the Picture icon.
2. Finalized drawings that were assigned to the project in the drawing tool will be listed under Application Drawings.
3. Click Application Drawings to expand and show all drawings linked to the project.
4. Attach a drawing to the bid by checking the circle next to the drawing. Preview by clicking the thumbnail of the drawing.
   • Upload an external drawing by selecting Upload Drawing in the Custom Drawings tab.

Uploads

Select a section name to view photos uploaded to forms. They can be deleted by clicking the Trash Can icon.

Media

Attach media previously uploaded to the Company Profile.

1. Select the Media icon that looks like a play button on the left-hand side.
2. Select the blue Add Media button at the bottom and select the media you would like to add into your bid.
3. Rearrange the media order by clicking and dragging.
4. Delete media by clicking the Trash Can icon. 

Property Information

View property information or override the default property image from Google. A property image uploaded here will be seen on the cover of the bid.

1. Select the Information icon.
2. Click Upload Image to upload an additional image from your computer's files or take a photo.

Templates 

Manage templates for your bids. Templates control how your bid looks. New templates can be added to hide, show or rearrange information. They are customizable. Please contact support if you would like more information about templates.

1. Select the Template icon.
2. Expand a template type to show the available templates. 
3. Select the desired template.

Preview/Finalize

Review and submit a completed bid.

• Once all the information has been entered, select the Preview button from the upper right corner to preview the bid.
• Changes can be made while previewing.
• For users with the bid verification role, if all the information within the bid is ready, select Finalize to lock in the bid.
• The Finalize Bid popup model will appear, warning the user that the bid will be sent to the customer and confirming if the customer should be included in the bid follow-up email campaigns. 
• For users without the bid verification role, select Submit for Approval to notify an approver that a bid is ready for approval.