Write builder proposals one way and homeowner proposals another
A builder wants a tight document: grouped by room, one price per room, tile listed underneath. A homeowner wants the work spelled out line by line. Same company, same prices, two different documents — and until now BidCraft only had room for one of them. Whichever you set up last was the one every proposal came out in.
Now you can keep both.
Tabs at the top of Proposal Settings
Head to Catalog → Proposal Settings and there's a row of tabs. Each one is a named style — call them Builder and Homeowner, or whatever you call these jobs. Every card above the divider belongs to the style you've got selected: the preset, the fine-tuning, the layout, the payment schedule, your extra style rules.
Everything below the divider — your terms & conditions, your discounts, your logo, your excluded words — stays company-wide. Those don't change based on who's reading.
+ New style adds one. The ▾ on each tab renames it, duplicates it, makes it your default, or deletes it — and deleting asks where the jobs on that style should go rather than quietly moving them.
Tag a job and the style picks itself
Creating a project, you can say who it's for: Builder, Homeowner, Commercial, Other. The style tagged for that kind of client gets picked for you. You can always override it.
On the project page the style sits as a small chip next to the project type. Tap it to see which style this job is using, or switch to another.
A proposal you've already built keeps its shape
Switch styles on a job that already has a proposal and you get a straight choice: rebuild it now in the new style, or just switch the project and leave the current proposal alone. Your pricing carries over either way — it's the layout that changes.
That's on purpose. A client might be holding that proposal right now, and a setting you changed shouldn't rewrite a document that's already out.
A new card: how finely you cut the work up
Layout has always covered how the page is arranged. The new Line composition card covers how much of it there is:
- One line per room, one line per kind of work, or one line per component.
- The work you never give its own line — caulk, trim, cleanup — which gets rolled into the install line beside it.
- Where tile and material details sit: on the line, under each room, all together at the end, or off.
- Whether your line names carry a quantity.
Every one of them can be left at Not set, which means what it says: you haven't told us, so we'll do whatever the job calls for. Nothing changes unless you set it.
Each style learns on its own
Upload a past proposal and the review asks which of your styles it is — with a guess first, based on the shape of the document. Every proposal you send teaches the style it went out in too. Each style shows what it's learned from, right under its name: "Learned from 2 uploads and 5 sent proposals, last updated Sep 8."
The quickest way to set up a second style is to upload one proposal written that way, choose This is a new style in the review, and name it. Most of the settings fill themselves in.
Nothing changes if you don't want it to
If you've only ever had one style you'll see a single tab and nothing else, and your proposals come out exactly as they do today. The chip, the client-type question and the rest of it appear the moment you make a second style.
Where to find it: Catalog → Proposal Settings. Full walkthrough in Proposal styles.