Bid submission

Submitting a bid in Tidy sends it and records it in one step. It logs the bid value and a numbered submission, adds a note to the bid's history, sets the bid to Submitted and starts the follow-up clock.

#Where to find it

• On a bid: the Bid Form tab, or Submit in the bid's menu.
• From a proposal: the Send step, which opens the same dialog with the proposal PDF attached.

#Send it by email

1. Open the Submit Bid dialog.
2. Check the scope and the bid value. From a proposal, the value is filled in from the proposal total.
3. Choose recipients. Broadcast to all linked clients sends each client their own copy. Fix a missing contact with Add contact right in the dialog.
4. Write the message, or click Generate with AI for a draft. Use Insert variable for names and dates.
5. Attach your bid form or proposal and any company documents.
6. Click Submit Bid, or Preview N emails when there are several, then confirm.

#Log a bid you sent somewhere else

Click Log your bid instead to record a submission without sending email: who submitted, the date and time, the bid value, notes and the file.

#What happens next

• The bid moves to Submitted with follow-up status Awaiting Reply.
• The submission is numbered (Rev 1, Rev 2...) in the bid's history.
• The bid joins the follow-up schedule. See Follow-ups.

#Related

• Submit a bid
• Proposals