Welcome to BidEngine
Calvin Polvorosa
Calvin Polvorosa
This is your guide for everything related to the BidEngine Platform.
From requesting measurements to sending invoices, this page will help direct you learn every feature in BidEngine. Click on the links below to take you to the dedicated article pages for each of the following topics.
Getting Started: Setting Up Your BidEngine Profile
- Company Profile
- Branding Info
- Adding Users
- Billing Details
Submitting Requests for Roof Measurements
- Where to Request
- Measurements vs. Proposals
- Commercial Buildings and Complexes
- Requesting revisions
- What to look out for
Setting Up Products and Pricing for Your BidEngine Catalogue
- Where products and pricing is stored
- Products vs. Templates
- How to update products and pricing
- How to add new products and new templates
- How to use these in proposals
Proposals and Estimates
- Creating a Proposal
- Editing Proposals
- Sending for signature
How to Manage Leads in BidEngine
- Lead Creation
- Lead Pages/Features
- Editing Leads
- Leaving Notes
- Invoices