Proposals

Writing a great job description for the AI

Tips on what to include in your job description, with examples per trade, so you get the best possible proposal.

Using proposal templates

How to find, use, and create your own custom templates for jobs you do repeatedly.

Good/Better/Best pricing tiers

How to enable tiered pricing options in your proposals and why offering choices wins more jobs.

Editing proposals manually

How to make changes to any part of a proposal after it's been generated.

Editing proposals with AI

How to give the AI instructions to improve, rewrite, or adjust specific parts of your proposal.

Attaching site photos

How to add job site photos to your proposals to give clients a clearer picture of the work.

Adding materials and costs

How to use the materials section to itemize parts, supplies, and costs in your proposal.

Downloading proposals as PDF

How PDFs work in BidCraft, including your branding, logo, and what's included.

Sending proposals to clients

How to send proposals by email or client link, and what your client will see.

Tracking proposal status

The draft → sent → accepted / declined workflow and what each status means.

Duplicating proposals for similar jobs

How to reuse a past proposal as the starting point for a new job.