10 articles
Scope & Proposals
Build, edit, and lock in proposals you can send.
- Reviewing the scope of workHow the Scope Review step works — iterate on what work needs to happen before BidCraft prices anything.
- Generating your first proposalWhat happens when you hit "Lock & build proposal" — pricing, materials, payment schedule, and how BidCraft picks the right pricing mode per line.
- Editing line itemsClick any line to edit price, quantity, materials cost, or crew days. Reorder, add, delete — every change auto-saves.
- Adding a line from your services catalogPull a pre-built line item from your services catalog into the scope review or the proposal — search by keyword, see name and pricing, pick with one tap.
- Editing scope text and payment scheduleHow to rewrite the scope-of-work paragraph, adjust payment milestones, apply a discount, override terms & conditions per proposal, and change the date on the proposal.
- Regenerating the proposalHow the Regenerate action works — when it anchors to your edits and refines, when it starts fresh from the synthesis.
- Badges, credentials, and portfolio photos on proposalsUpload your insurance certificate, license, and trade badges once — then they ride along on every proposal alongside photos from your Showcase, and show up in your client's portal.
- Future Vision — show clients the finished spaceGenerate an AI "after" picture of a room from a before photo and your notes, then feature it on the proposal as a before/after pair. Clients always see a clear AI-rendering label.
- Offering options and add-onsLet your client add an optional line or pick between Good, Better and Best — and have the total, the invoices and the schedule follow whatever they chose.
- Proposal stylesKeep more than one proposal shape — one for builders, one for homeowners — and pick which one a job uses.