Tidyby Automated Construction
Create Account

Docs How to use Tidy

Create and send a proposal

Build a branded proposal from your budget, check it in the live preview, send it, and revise it when the client asks.

View as Markdown Ask Claude Ask ChatGPT

Create it

From the budget, click Send to proposal and confirm. Or go to Proposals, click Create proposal, pick the project and choose where to start: Company defaults, Blank or Copy of an existing proposal.

Fill it in order

The editor's Build in this order strip takes you through the steps:

  1. Project: check each client and the contact who gets it.
  2. Dates: set the Proposal date and Valid until. Pick Itemized or Lump sum display.
  3. Line items: check the lines from the budget. Add bullets that describe the scope. Tag extras Alternate or Optional.
  4. Check the totals, tax, terms, inclusions and exclusions.

Watch the live preview on the right as you go.

Send it

  1. Click Send. Tidy lists anything missing, such as a contact with no email.
  2. The Submit Bid dialog opens with the PDF attached. Each client gets their own copy.
  3. Write the message or click Generate with AI, then send.

The proposal revision is locked, and the bid moves to Submitted.

Revise it

When the client asks for a new number:

  1. Set the bid to Needs Revision if it is not already.
  2. Open the proposal and click Revise. Tidy copies the last sent revision forward.
  3. Make the changes. Compare shows exactly what changed.
  4. Send again.