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THE BIDGROOVE TOOLKIT
From the first scope line to the accepted offer. Put your work, your prices, and your customer’s choices in a better rhythm.
THE WHOLE OFFER, CONNECTED
Scroll through a proposal with purpose.
Skip the walkthrough01 / ESTIMATE WITH INTENT
Bring your catalog, measurements, and project photos into one offer. Set your selling prices while keeping internal costs and profitability in your workspace.
02 / PRESENT THE POSSIBILITIES
Put complete packages side by side. Explain scope, products, and coverage, then offer relevant upgrades with clear prices.
03 / KEEP THE AGREEMENT
Share one secure link. Customers review without an account, verify their email to sign, and leave an accepted record of their exact choices.
Your work, presented with care.
Explore the full sampleIN YOUR TOOLKIT / 01
Give each item a clear scope and a deliberate selling price. Keep internal costs and profitability in the contractor workspace.
IN YOUR TOOLKIT / 02
Present one price or up to three packages. Explain the difference in products, scope and warranty, and keep separately priced upgrades clear.
IN YOUR TOOLKIT / 03
Bring project-specific work, photos and expectations into a consistent customer presentation that also works as a PDF.
IN YOUR TOOLKIT / 05
Every paid plan includes company templates, reusable catalog pricing and proposal options. Choose creator seats and company workspaces to fit your team.
A closer look · 3:15
Follow a sample roofing project through the contractor workspace and the customer's review, options, and signing steps.
Let's build a clearer proposal with BidGroove. We'll follow a sample roofing project from the contractor's workspace to the customer's review and signing steps. The company, project, and prices in this demo are fictional.
Start with a single scope and price, or choose good, better, and best. That gives you three alternatives to explain different levels of work. Choose the format that fits the conversation you want to have with your customer.
Select the customer and project address, or enter new details as you go. In this example, we're preparing a roof replacement for Taylor Turner.
Give the proposal a useful title and a straightforward description. Explain what the job involves, then move into the detailed scope and pricing.
Build each package with its quantities, rates, and included work. Here, the scope covers the roofing system and the steps around it, from property protection to cleanup. The summary keeps the customer price and deposit separate from your internal estimated cost, profit, and margin.
Give each option a meaningful name and explain what changes between packages. Include the relevant warranty summary, and mark a recommended option when it helps the customer compare.
Add optional upgrades with their own descriptions and prices. In this sample, customers can consider gutters, leaf protection, and a skylight replacement. You control which packages each upgrade applies to.
Use project photos and captions to explain the work and materials. Connect each image to the written scope so the customer understands what they're looking at.
Review the terms, exclusions, schedule, and payment expectations. Explain how additional work will be handled. Make the important conditions clear before the customer reaches the signing step.
Check the customer-facing presentation and resolve any readiness items before sending. Preview the proposal to see the experience your customer will receive.
Now let's switch to the customer's view. The branded opening introduces the project, then the proposal explains the scope and leads into the available packages.
Customers can compare the products, coverage, and price side by side. Watch the selection change as a different package is chosen. The choices stay together in one proposal.
Next, customers can select optional upgrades. The total, deposit, and remaining balance update to reflect their choices. That makes the effect of an upgrade visible before they move forward.
Signing begins with the electronic records disclosure and consent. The customer reviews how to access and retain the records, then confirms the email address they'll use for signing.
A six-digit email code verifies that address. We're showing the interface here; this demo does not send a verification email.
The final review shows the selected package, price, required acknowledgments, and typed signature. Acceptance preserves the agreed version and selections. We'll stop before submission, so this demonstration does not create a signed contract.
Payments add-on · Coming soon
Collect deposits, progress payments and final balances for contracting work through Stripe, with ACH bank payments and cards. Keep payment activity connected to the accepted proposal.
An optional $20/month subscription per company, billed separately from your BidGroove plan. Stripe processing fees apply, with no BidGroove transaction markup. Launch date will be announced.
KNOW WHAT TO EXPECT
Bring your own measurements and company-approved scope and terms. Crew scheduling, material ordering and direct CRM integrations are outside the current product. Payment collection through Stripe is coming soon as an optional paid add-on.
Yes. Preview and download a PDF before sharing, or give your customer an online proposal with interactive choices. After online acceptance, a signed PDF records the selected offer and acceptance evidence.
Edit your private draft while you are preparing it. After sharing, create a revision to update the offer and supersede its previous link. Accepted proposals stay unchanged; post-acceptance change orders are outside the current workflow.
Payment collection is coming soon as an optional Payments add-on. Collect deposits, progress payments and final balances for contracting work through Stripe, with ACH bank payments and cards. Keep payment activity connected to the accepted proposal. An optional $20/month subscription per company, billed separately from your BidGroove plan. Stripe processing fees apply, with no BidGroove transaction markup. Launch date will be announced. It is not yet available for purchase.
BidGroove focuses on contractor proposals. Crew scheduling, material ordering and direct CRM integrations are outside the current product.
YOUR NEXT GREAT PROJECT STARTS WITH A PROPOSAL
Make the scope clear. Give your customer a choice.
Find a little more room in your day.