Professional Bids & Estimates That Win Business
Create compelling proposals in minutes, track every opportunity, and convert more leads into paying customers with our intelligent bidding system.
How It Works
From lead to approval in five simple steps
Capture Lead Details
Enter customer information and job requirements. Import data from your CRM or create new opportunities instantly.
Build Your Estimate
Use templates or create custom proposals. Add line items, photos, terms, and payment options with our intuitive builder.
Send to Customer
Email or text the proposal link. Customers can view on any device—no app required. Track when they open it.
Customer Reviews
Customers see pricing, photos, and terms in a clean, professional format. They can ask questions or request changes.
Digital Approval
Customer signs directly on their phone. You get an instant notification and the job automatically moves to scheduling.
Powerful Bidding Features
Everything you need to win more business
Custom Line Item Descriptions
Every service type controls exactly how its line items read on estimates and invoices. Write a custom template once with our rich text editor, plug in live variables like job number or price, and preview the result instantly.
- Rich text formatting—bold, italic, links, and lists
- Insert live variables: job number, service name, pricing, and more
- Real-time preview as you type
- Set once per service type, applied to every estimate and invoice
Digital Signatures & Approvals
Close deals faster with built-in digital signatures. Customers can review and approve estimates right from their phone. Get instant notifications when proposals are viewed, signed, or declined.
- Mobile-friendly signing
- Legally binding signatures
- Real-time status tracking
- Automatic archive & backup
Build Winning Proposals in Minutes
Our intuitive bid builder guides you through every step. Add line items, adjust pricing, include photos, and generate professional PDFs that impress customers.
- Drag-and-drop line items
- Customizable templates
- Photo attachments
- Real-time pricing preview
Everything You Need
Comprehensive tools to win more business
Payment Links
Attach a secure payment link directly to an approved estimate. Customers pay online in seconds—no separate invoice, no phone calls, no waiting on a check.
Prepayment
Require a deposit before work begins—partial or in full. Secure commitment upfront and cut down on no-shows and last-minute cancellations.
Proposal Tracking
Know exactly when customers view your estimate. See how long they spend reviewing it and follow up at the perfect time.
Photo Attachments
Include photos directly in your estimates. Show customers exactly what you'll do with before and after examples.
Multiple Options
Present good, better, best pricing tiers. Give customers choice and increase your average sale value.
Automated Follow-Ups
Schedule automatic reminders for pending estimates. Never let an opportunity slip through the cracks.
Price Book Integration
Pull pricing for your services from your master price book. Ensure consistent pricing and faster estimate creation.
Fees & Taxes
Configure fees and tax rates once, then apply them directly to estimates and invoices. Consistent, compliant pricing without re-entering anything per document.
Win/Loss Analytics
Track your close rate, average bid value, and time to approval. Improve your estimating process with data.
Ready to Win More Business?
Join thousands of service professionals closing deals faster with professional estimates and digital signatures.
No credit card required • Free 30-day trial • Cancel anytime
© 2026 Code Sleeve, LLC. All rights reserved.