Bidlist helps sales teams get accurate quotes for their roofing installations from local roofers. By integrating Bidlist, you can simply enter your project details, see quotes from your local roofers and finalize an option, all within your proposal workflow. Follow the steps below to integrate Bidlist with your organization.
Step 1: From the main menu, open the “Manage Integrations” dropdown and select “Integrations”.
Step 2: Click on “Design Tool” on the left side.
Step 3: Locate the Bidlist integration card and click “Connect”.
Step 4: Enter the Base URL and client ID, then click “Verify and connect”.
Step 5: After successful integration, the card will have the “Connected” status, as shown in the example below. You can disconnect or reconnect the integration with the corresponding buttons.
