Edit a proposal by asking Biddy

Biddy is the assistant built into BidCraft. On a proposal page it doesn't just answer questions. It edits the proposal for you, the way you'd tell an office manager what to fix.

What you can ask Biddy to change

On a proposal, Biddy can:

• Edit a line: the title, description, quantity, price, material notes or what's not included.
• Add a line: "add a punch-list line for $250."
• Remove a line: "drop the niche, the client doesn't want one."
• Combine lines: "bundle prep and waterproofing into one line."
• Split a line back into its parts.
• Edit the scope of work: a small fix ("change #4 to $5,600") or a bigger rewrite ("make the scope shorter").
• Rebuild the whole proposal from your notes, when small edits aren't enough.

You don't have to memorize this. Just describe what you want.

The steps

1. Open the proposal

Open the project, tap Bid, and switch to the Proposal stage. Once a proposal is built, Bid usually opens right on it.

2. Open Biddy

Tap Biddy in the bottom-right corner of the screen to open the chat. Biddy knows which proposal you're on.

3. Say what you want changed

Type in the box, or tap the mic and talk. Name the line and the change. Good examples:

"Change the demo line to 2 crew days."

"Add 'glass enclosure by others' to what's not included on the shower line."

"Take 'tile supplied under separate allowance' out of the bathroom floor's material notes."

"Bold the headers in the scope and make it shorter."

4. Tell Biddy why

This is optional, but it's the best habit you can build. Compare:

"Bump the demo line to $2,400."

"Bump the demo line to $2,400. The house is from the fifties and there's plaster behind the tile, so demo will be slower than usual."

Both make the same edit. The second tells Biddy the reason, which helps on this job and on the next one like it. If you're stating a rule you always follow, like "I always add a haul-away line on full remodels," Biddy offers to save it as one of your pricing rules for future bids.

5. Check the card and confirm

Before anything changes, Biddy shows a card in the chat with what changes and why. Read it.

• Tap Confirm to apply it.
• Tap Reject to leave the proposal exactly as it was.

You can also just type "yes" or "go ahead" to confirm. If your reply adds something, like "yes, but make it $11,000," Biddy treats it as a new request and shows you a fresh card.

6. Review the proposal and resend if needed

Look over the updated proposal. Then:

• Not sent yet? You're done. Send it when you're ready.
• Sent, but not signed? Tap Resend on the proposal bar. The client's link updates to the new version.
• Already signed? A signed proposal is locked. Ask Biddy for the change anyway, and it drafts a change order the client signs separately.

Tips that save time

• Ask from anywhere. If you're on the dashboard and say "change the demo line on the Smith proposal to 2 crew days," Biddy finds the project and offers to take you there with the request ready.
• Rebuild is the heavy hammer. Use "regenerate the proposal with these notes" when the scope itself was wrong, not for a price or two. BidCraft keeps the edits you made by hand when it can.
• If Biddy misreads you, just reject and rephrase. The card is your safety net, and rejecting costs nothing.

Want exclusions that save you money in the first place? Read what to put in the exclusions section of a bathroom remodel proposal.

New to BidCraft? Try Biddy on your own proposal with the 14-day free trial (card required) from the pricing page.