How to Send Bids

After creating a bid, learn how to send a bid to the customer

Sending Bids

 

-Once you’ve filled out all of the required fields(see Creating a Bid) review them one last time to make sure all the information is correct and that pricing is accurate.



-Check pricing one final time because once you send it to the customer you can’t edit the bid unless you clone your bid or create a new bid. To send click “Send To Customer” this quote will then be sent to the customer phone and or e-mail.


If one of your required fields was incorrectly filled out you may not be able to send the bid until you fix the issue. It will appear like this in red.