Docs How to use Tidy
Submit a bid
Email your bid to every client from Tidy, or log one you sent another way, so follow-ups start on time.
Email it from Tidy
- Open the bid's Bid Form tab, or click Submit Bid on the board.
- Check the Scope and bid value. It is filled in from your proposal if you have one.
- Leave Broadcast to all linked clients on to send each client their own copy. Click Add contact for any client with no email.
- Write the message or click Generate with AI.
- Attach your bid form or proposal and any company documents.
- Click Submit Bid, or Preview N emails and confirm.
Log a bid you sent elsewhere
Submitted on a bid portal or by hand? Click Log your bid instead (or Log proposal on the board). Enter the date, value and notes, and attach the file.
What happens next
The bid moves to Submitted, the submission is numbered in the history, and the follow-up schedule starts. Drafts show up on your Hub when it is time to chase.
When the client answers, set Award to Won or Lost. If they ask for a new price, set the bid to Needs Revision and submit a revision.
Ask the agent
"Draft the submission email for the Harbor School bid." The agent opens the dialog filled in. You review it and send.