Sending a Bid

Once your bid is complete, you can send it directly to your client and track their response.

Send to client

1. Open the bid and review all line items, rates, and terms.
2. Click Send Bid.
3. Confirm the recipient email address. You can add CC recipients if needed.
4. Add a personal message to accompany the proposal.
5. Click Send.

The client receives a professional PDF proposal attached to your email. The bid status changes from Draft to Sent.

Track bid status

Bids move through these statuses:

• Draft — Still being prepared.
• Sent — Delivered to the client.
• Viewed — The client opened the proposal.
• Accepted — The client agreed to the terms.
• Rejected — The client declined.
• Expired — Past the expiration date with no response.

You can see all bid statuses at a glance from the Bids list page.

Convert to project

When a client accepts your bid:

1. Open the accepted bid.
2. Click Convert to Project.
3. Review the project details — name, client, and contract value carry over automatically.
4. Click Create Project.

The new project is linked to the original bid. Line items can be used to seed your schedule of values for pay applications.