Send a proposal and collect an e-signature

No printing, no scanning, no "did you get my email?" Here's the whole flow.

The steps

1. Check the proposal

Open the project, tap Bid and go to the Proposal stage. Before anything goes out, check:

• The total and the line descriptions. Something off? Ask Biddy to fix it.
• The payment schedule. It needs to add up to 100%. If it doesn't, BidCraft won't let you send until it's fixed and gives you a Fix payments button.
• The client's email. If it's missing, the send panel offers Add an email.

2. Tap Send

Tap the Send button on the proposal bar. A panel opens with:

• To: your client's email.
• CC: optional. Good for a spouse or a business partner. They get a copy, and only your client can sign.
• Signable until: the last day your client can sign. It fills in from your default, and you can pick another day or no end date. After that day, the proposal still opens and reads the same, but can't be signed until you extend it.

3. Send it or copy the link

You've got two choices:

• Send proposal: BidCraft emails your client from your business name, with a button to view and sign. If they hit reply, it comes to your email.
• Copy a link instead: BidCraft makes the link and copies it, but emails nobody. Use it when you'd rather text it or send it from your own email.

If you copy the link, the history says "Link made for you to send," so you can tell later that BidCraft didn't email it. That's the most common reason a client "never got" a proposal. Copy it, then actually send it.

4. Finish the one-time setup on your first send

The very first time you send, BidCraft asks two quick things so you never have to answer them again:

• How you take payment and your terms. In the Quick setup before this goes out window, pick a payment split (like 50 / 50, 50 / 25 / 25 or thirds) and use BidCraft's standard terms or paste your own. Tap Save & send. In a hurry? Send anyway sends it on the defaults without saving them.
• Your signature. In Set up your signature, pick Upload, Type or Draw, confirm your name, add a title like "Owner" if you want, and tap Save signature. It's stamped on every proposal you send from now on. Not ready? Send without signature this time skips it once.

5. Your client reviews and signs

Your client taps the link and the proposal opens in their browser, branded with your logo and business name. No account, no app, no password.

They read the scope, the lines, the payment schedule and your terms. At the bottom, under Sign This Proposal, they type their name and email, draw their signature with a finger or mouse, tick the box agreeing that it's a binding electronic signature, and tap Sign & Accept Proposal.

When they sign, they get a copy, and the project moves to signed. If you've connected Stripe, the deposit invoice goes out to them right after, so they can pay from the same session. See invoice and get paid from the project.

6. Track views and the signature

The proposal bar tells you where it stands at a glance, like Sent, not opened, Viewed, not signed or Signed. Tap Open history › to see:

• Every email that went out, and to whom.
• How many times the proposal was viewed, and when.
• The signature record once they sign: who signed, their email and when.

Opening your own link while you're logged in counts as a preview, not a client view, so you can check what they see without throwing off the count.

If they don't sign right away

BidCraft keeps track for you. If a proposal sits unopened for two days, a follow-up shows up on your My Day list. If they read it and go quiet for two days, you get a "they've seen it" follow-up. Both clear themselves the moment the client opens or signs.

For what to actually say in those follow-ups, read how fast you should send a bid, and when to follow up.

What's next

• Job changing after the signature? Create a change order.
• Want a proposal that's easier to say yes to? Read how to write a tile proposal that wins without being the cheapest bid.

Not on BidCraft yet? Start the 14-day free trial (card required) on the pricing page and send your next proposal from your phone.