8 articles
Sending & Signing
Send proposals to clients and track signatures.
- Sending a proposal to your clientHow the Send button works, what your client receives, why the version they see is locked the moment you hit send, and what happens if scope changes after they sign.
- The client signing experienceWhat your homeowner sees when they open the proposal link, how they sign, what fires the moment they finish, and how change-order signatures work.
- Tracking views and signaturesHow the proposal bar, the History line and the History panel show when a client opened, viewed and signed the proposal and each change order, plus the audit trail.
- Resending, revoking, and new shareable linksFive actions to manage proposal and change-order shares — when to view, resend, copy, revoke, or generate a fresh link.
- Sending a change orderAmend a signed proposal without scrapping the original. Add scope, modify lines, choose how it bills, send for signature.
- Setting up your signatureSave your signature once and BidCraft auto-stamps it on every proposal you send. Three ways to set it up — upload, type, or draw.
- Printing and downloading a proposalPrint a proposal or save it as a PDF, choose which sections go on paper, and drag the sections into the order you want.
- Proposal expiration datesGive every proposal and change order a "valid until" date, change it per send, and extend or reopen a link after it expires.