After save, the bid detail page is your control room. On it you can send, track, override, share, and clean up.
Who receives it. The Customer card on the bid detail page lists the customer plus every contact on the account (and, once the bid is attached to a project, that project’s contacts too), each with its own Email and Text checkboxes. By default Conduit emails the customer and anyone marked to receive billing notifications, and texts anyone in that same group who has also consented to texting. Check or uncheck a contact to customize who this specific bid goes to; your choice is saved immediately and the Send buttons update to say exactly who they will reach, like “Email to 2 recipients.” Add a new contact right from that card without leaving the bid.
- Send the bid by email; the customer gets a link plus a branded PDF attached.
- Send it by text so the customer can open it from their phone (Send All does both at once).
- Record a verbal yes with Mark Accepted; status flips instantly.
- Open Share to copy the public link and grab the QR code for in-person handoffs.
- Download the branded PDF for your records or to print.
- Archive the bid to hide it from the active list, then unarchive to bring it back.
- Generate a deposit invoice manually when you need it before acceptance.
- Use Edit to jump back into the form and update any field.
- Delete is only available on drafts; permanently remove a mistaken draft.