Sending proposals to clients

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

BidCraft gives you two ways to get a proposal in front of a client: send it via email directly from the app, or share a link.

Sending by email

  1. 1Open the proposal and click "Send to Client".
  2. 2Enter the client's email address.
  3. 3Add an optional personal note.
  4. 4Click "Send".

BidCraft sends a branded email with a link to the online proposal. The proposal status automatically changes to "Sent".

Click "Copy Link" on any proposal to get a shareable URL. You can text this link, paste it into an email, or share it however you prefer. Anyone with the link can view the proposal — no login required.

What clients see

Clients see a clean, mobile-friendly version of your proposal with your branding. They can read it, accept it, or decline it directly from their browser — no app or account needed.

Tip: Send proposals within an hour of a site visit. Contractors who respond fastest win disproportionately more jobs.

Tracking views

BidCraft tracks when clients open and view your proposals. You'll see view timestamps in the proposal detail — useful for knowing when to follow up.

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