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Step by step guides with screenshots from the real app.
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Getting started
Set up your company, invite your team and bring in your old estimates.
- Set up your company profile, logo and estimate defaultsAdd your company details, license line, logo, number prefix and tax rate so every estimate PDF goes out branded and ready to sign.
- Invite your team and choose their rolesSend invitations to estimators, office staff and crews, and control what each person can see with owner, admin, staff, field and viewer roles.
- Import customers and past estimates from QuickBooksBring your QuickBooks Desktop or QuickBooks Online customer list and past estimates into Bid & Sign without retyping, including attachments.
- Use the guides inside the appShort walkthroughs show you around each page the first time you open it. Replay any of them from the question mark menu.
Estimates
Build, price, send and track estimates.
- Create an estimateStart a new estimate, pick or add the customer, add line items with quantities and prices, and watch the branded PDF build as you type.
- Offer options and add ons your customer can pickPut base work, optional extras and pick one choices on one estimate. Customers check and initial what they want when they sign.
- Save exclusions, conditions and terms as templatesWrite your exclusions, conditions, disclosure and payment terms once and load them into any estimate in one click.
- Attach photos, PDFs and aerial site mapsMeasure the job on an aerial map and add photos or PDFs to an estimate. They print as extra pages and show on the customer sign page.
- Send an estimate for eSignatureEmail your customer a link to review and sign the estimate on any device, and see when the email was delivered and opened.
- Track which estimates were viewed and signedSee every estimate by status, filter and search the list, and read the full history of each bid from created to signed.
- Duplicate or revise an estimate after sendingCopy any estimate into a new draft, or edit a sent estimate. Editing moves it back to draft and turns off the old sign link until you resend.
eSignature
What your customer sees and what happens after they sign.
- How your customer signs an estimateWhat your customer sees: the estimate on their phone or computer, a highlighted box to sign, a drawn or typed signature, and a signed copy by email.
- After an estimate is signedFind the signature record, the extras the customer accepted and the signed PDF, and see what to do next.
Customers and projects
Keep every bid organized by customer and job.
- Add and find customersAdd customers with their contact details and addresses, search by name, company, email or phone, and see every estimate for each one.
- Group estimates and change orders into projectsUse projects to keep the original bid, change orders and related estimates for one job together under the customer.
Tools and reports
PDF editing, reports, exports and the activity log.
- Edit, redact and merge PDFsOpen any PDF in the browser to add text, highlights, stamps and images, redact information, merge files, rotate pages and download the result.
- Run reports and export to CSVFilter estimates, customers and projects by status, source, totals and dates, then export exactly what you see to a CSV spreadsheet.
- Export all your data and review the activity logDownload a ZIP of spreadsheets with all your customers, projects and estimates, and search the activity log of everything your team did.
- Find any estimate or customer with searchSearch from the top bar on any page by estimate number, customer, email, phone or address and jump straight to the result.
AI agents and API
Connect your AI agent or your own software.
- Connect your AI agent to Bid & SignGive Claude, ChatGPT, Cursor or your own agent access to your customers and estimates with a connector URL or an API key you control.
- Register an OAuth app and manage connected appsRegister your own app to let users connect with OAuth, and see or disconnect every app and AI assistant your team approved.
Your account
Passwords and signing in.
Still stuck?
Email support@bidandsign.com and a person will answer. Inside the app, the ? in the top bar replays the guide for the page you are on.