Docs How to use Tidy
Decline a bid
Pass on an invite politely in one click, with or without an email to the client.
Telling a client you are passing keeps you on their list for the next one. Tidy drafts the email for you.
Steps
- Find the opportunity on Opportunities (usually Undecided) and click Decline. You can also right-click the row or use the bid page.
- Check the To address. It is filled with the client contact. Add CCs if you need them.
- Click an AI draft: No Capacity, Scope Too Small or Out of Area. Or write your own.
- Edit the text.
- Click Send Notification.
The bid moves to Closed and any unsent follow-up drafts on it are deleted.
Decline without an email
Click Decline Without Notifying in the same dialog.
Decline many at once
Tick rows on the board and click Decline in the bar. This declines without emails.
Changed your mind?
Open Closed and click Restore, or tick rows and click Reopen as Accepted.
Ask the agent
"Decline the Lakeside Retail bid, we are out of capacity that week." The agent opens the decline dialog filled in. You check it and click send.