How BidBook works — 2 steps
- Fill in the items — name the client, add each line item with its price, and tag it Core, Plus or Premium. BidBook prices Good, Better and Best packages from the one bid as you type.
- Send the customer link — they pick a package, tap Approve, and the yes comes back to you.
Add each line item with its price and tag it Core, Plus or Premium and BidBook prices three packages from the one bid: Good (the essentials), Better (Good + the Plus extras — the one most customers pick), and Best (everything). Discount and tax are worked out per package, in whole cents, as you type.
When the bid is ready, tap Make the customer link and send it however you already talk to the customer. The link opens a clean page with your packages — they pick one, tap Approve, and the yes comes back to you as a text or email to the number or address in your usual setup. Saved a payment link and a deposit %? Their page shows the deposit due and a Pay deposit button that opens your link — BidBook never handles the money itself.
Every bid carries a Valid until date that prints on the bid. Saved bids are your chase board: each carries a status — Draft, Sent, Accepted, Declined (past its date, a Draft or Sent bid shows Expired on its own) — a Copy follow-up button that writes the check-in message for you, and, once accepted, a Make invoice button that writes the invoice for the package they picked, deposit and balance split out. The board also keeps your score: sent, approved, and dollars won. Saved bids live on this device only, in this browser — nothing is uploaded, and no account is needed to use any of it.
Step 1 · Items & packages
| Description | Qty | Unit price | Package | Line total |
|---|
Package tags build your three prices: Core items are in every package · Plus items join in Better and Best · Premium items are Best only. One bid, three yeses.
Discount & tax — both optional.
Step 2 · Send the bid
This builds itself while you type. Copy it into an email or message, print a clean copy — or make the customer link and let them approve on a page built for saying yes.
The link opens a clean page with your three packages — the bid travels inside the link itself, nothing is uploaded. Your customer picks a package, taps Approve, and the yes comes back to you as a text or email. BidBook itself sends nothing and takes no payments.