Bidrik

Get a complete overview of all quotes with statistics, completion status, and search functionality by customer names or quote numbers

Track when customers open quotes, ask questions, accept or reject offers with email notifications

See when proposals are opened, how much is read, and for how long

Upload images and use them in quotes with automatic scaling and cropping

Set up automatic follow-up reminders at configurable intervals including a few days after sending, halfway through quote period, and days before expiration

Get alerts when quotes and contracts are about to expire to prevent losing business

Chat with customers directly within the proposal, send instant updates, and keep communication contextual

Set up business profile with logo, colors, fonts and themes that automatically apply to all sales documents

Send sales quotes and proposals directly to customers online with tracking capabilities

Use simple drag-and-drop functionality to quickly assemble proposals from templates and content blocks

Create client quotes, sales proposals, product sheets, and folders with flexible templates or upload existing sales materials

Edit content instantly with quick shortcuts for different text formats

Access banks of product sheets, brochures and content boxes for quick proposal assembly

API access available for integrating Bidrik with other systems and workflows

Accept and collect e-signatures online at the same time agreements are reached

Account administrators can manage templates, images, product sheets, and content boxes for team-wide use

Collaborate with team members by editing or copying each other's quotes with automatic document owner linking

Set different access levels and permissions for team members on account features