Setup time
Fast
Get your team into one shared workflow quickly with minimal configuration.
Product
Built for quote-to-job execution
BidLine connects sales, operations, and team handoffs so proposals move from draft to accepted work in one place.
Core workflow
Three focused modules your team actually uses daily
Instead of bloated CRM screens, BidLine keeps your quote-to-job process inside three practical workflow areas that mirror how small service teams already operate.
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Module 1
Create
Build clean, standardized quotes with clear pricing, taxes, totals, and customer context in one flow.
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Module 2
Share
Send branded proposal pages, keep all communication linked to a single workspace, and track customer actions.
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Module 3
Close
Monitor follow-ups, move opportunities across stages, and push accepted jobs toward invoicing and completion.
Customer-facing experience
A clean branded quote page your customers can trust
Every quote includes a secure customer page with clear pricing, downloadable PDF, and straightforward accept or decline actions. Your brand stays front and center from first impression to decision.
See it in your workflowWhat customers can do
- Review quote details in a clear, branded format
- Download a PDF for internal approvals
- Accept or decline with a clear action path
Operations and accounting
Move from accepted quote to invoicing without extra busywork
Sync accepted quotes with QuickBooks Online or Zoho Books and keep momentum into billing while your team keeps ownership and status visibility inside BidLine.
Team collaboration
Role-based access with one shared pipeline view
Owners, admins, and members can manage permissions while sales and operations stay aligned on follow-ups, stage movement, and next actions in one workspace.
Team alignment
Shared
Sales, scheduling, and operations all work from the same customer record.
Customer experience
Branded
Customers review and approve quotes through a clean, professional quote page.