Bidlist helps sales teams get accurate quotes for their roofing installations from local roofers. 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 use Bidlist within your proposals.
Step 1: From your customer’s proposals page, click “New Proposal”.
Step 2: Fill out the proposal details. Under the “Select Design Tool” dropdown, choose “Bidlist”. Click “Create Proposal”.
Step 3: In the “Bidlist Module” section, click “Start Now”.
Step 4: Enter the project info and click “Next”.
Step 5: Enter the roof measurements and click “Submit”.
Step 6: You will be able to see a list of available roofers in your area. Click on the dropdown to expand their quote. Click “Finalize” to finalize a roofer.
Step 7: Click “Yes” to continue.
Step 8: After finalizing, the roofer will be marked with a yellow checkmark in the list.
The roofer’s quote amount will appear in the pricing summary of your proposal.
