BIDRICK · Mockup
Interactive prototype — tap tiers & toggles
Pipeline

Pipeline

Every quote from first draft to signed contract — one focused view.

Sent · June
18
Viewed
71%+9
Win rate
50%+6
Avg ticket
$5,240
Avg time to send
2m 10s

Draft

1$980

Sent

1$3,150

Viewed

1$6,480

Approved

1$14,200

Won · Invoiced

1$4,760
Saved to this devicesynced 8s ago

Reyes Pro Painting

Fully licensed & insured · Serving Round Rock & North Austin

Lic. #TX-448120 $2M liability
Prepared for

Danielle Cho

3412 Blanco Trail
Proposal #1042 · Jun 24

1

Scope of work

Repaint the main-floor living room, dining room, hallway, and kitchen (approx. 1,180 sq ft of wall). Includes full surface prep — patching, sanding, and caulking — protection of floors and fixtures, two finish coats, and daily cleanup. Choose the package that fits your finish and warranty needs below.

2

Choose your package

Good Refresh
$5,200
  • Standard prep — patch, sand, caulk
  • 2 coats premium wall paint
  • Walls + ceilings, main floor
  • Trim & doors not included
2-yr workmanship
Recommended
Better Premium
$6,480
  • Everything in Refresh, plus:
  • Full trim, baseboards & doors
  • Benjamin Moore Aura, low-VOC
  • 2 accent walls included
5-yr workmanship
Best Showcase
$8,900
  • Everything in Premium, plus:
  • Full skim-coat, glass-smooth walls
  • Crown molding painted
  • Lifetime workmanship warranty
Lifetime workmanship
3

Optional add-ons — client can toggle

Front door restoration

Sand, prime & repaint entry door, both sides

+$280
Paint closet interiors (×4)

Often skipped — nice finishing touch

+$420
Ceiling stain-block primer

Recommended — old water mark over kitchen

+$350
4

Site photos

Living room — before
Kitchen ceiling mark
Hallway trim detail
Add photo
5

Approval & signature

Client signs on their device
Danielle Cho — homeowner
Marcelo Reyes ✓
Reyes Pro Painting — signed Jun 24
Current selection — Better + Front door
$6,760 · deposit 30% = $2,028
Saved to this devicesynced 3s ago

Summit Ridge Roofing

Licensed & insured · GAF-certified installer · Cedar Park, TX

Lic. #TX-RC-9921 $2M liability · workers' comp
Prepared for

The Okonkwo Residence

88 Marigold Lane
Proposal #2071 · Jun 25

1

Inspection & tear-off

Complete tear-off of the existing two-layer asphalt roof (approx. 30 squares) down to the decking. Full inspection of sheathing; any rotted or delaminated decking replaced at the per-sheet rate shown and documented with photos before cover. All debris hauled and the site magnet-swept for nails.

2

Your new roof system

1
Ice & water shield

Eaves, valleys & penetrations — leak barrier

Grade A
2
Synthetic underlayment

Full deck — tear-resistant, breathable

Upgraded
3
Drip edge & starter strip

All eaves & rakes — sealed edges

Included
4
Balanced ridge & soffit ventilation

Extends shingle life, meets code airflow

Code +
3

Choose your shingle package

Good Weatherguard
$12,800
  • GAF Timberline HDZ architectural
  • Standard synthetic underlayment
  • Ridge cap & standard vents
  • No impact-rated upgrade
25-yr manufacturer
Recommended
Better StormShield
$16,400
  • Everything in Weatherguard, plus:
  • Class-4 impact-rated shingles
  • Upgraded ice & water on all valleys
  • May lower insurance premium
30-yr + 10-yr workmanship
Best Summit Signature
$21,900
  • Everything in StormShield, plus:
  • Designer dimensional shingle
  • Full metal ridge-vent system
  • GAF Golden Pledge 50-yr coverage
50-yr non-prorated
4

Warranty & protection

GAF System Plus30-yr manufacturer, transferable
Summit workmanship10-yr labor guarantee

Weather & liability: Summit Ridge carries $2M liability and workers' comp. Homeowner is not liable for on-site injury. Work paused for unsafe weather; exposed sections are tarped and secured at no charge.

5

Optional add-ons — client can toggle

Metal ridge-vent retrofit

Cooler attic, longer shingle life

+$850
Seamless gutter replacement

110 ft, 6" K-style with guards

+$2,400
Skylight reflash & seal (×2)

Recommended — original flashing is failing

+$680
6

Inspection photos

South slope — granule loss
Valley — cracked flashing
Decking — soft spot at chimney
Add photo
7

Approval & signature

Client signs on their device
The Okonkwos — homeowner
Dwayne Foster ✓
Summit Ridge Roofing — signed Jun 25
Current selection — StormShield + Ridge vent
$17,250 · deposit 30% = $5,175
Saved to this devicesynced 5s ago

Northgate Heating & Air

Licensed & insured · NATE-certified technicians · Georgetown, TX

TACLB #48210E $2M liability
Prepared for

The Delgado Family

142 Cypress Bend
Proposal #3088 · Jun 26

1

Diagnostic & load assessment

Your 14-year-old 3-ton system is failing on the compressor and running at roughly 10 SEER. We performed a Manual-J load calc for the home (1,850 sq ft). Below are three replacement systems sized to that load — each shown with its efficiency rating and estimated yearly running cost so you can weigh the upfront price against long-term savings.

2

Choose your system

Good Comfort
$8,900
  • 3-ton single-stage AC + 80% furnace
  • Standard programmable thermostat
  • Reliable, budget-friendly
  • Single-speed — less even comfort
14.3 SEER2
10-yr parts (registered)
Recommended
Better Efficiency
$11,400
  • 3-ton two-stage AC + 96% furnace
  • Smart Wi-Fi thermostat included
  • Quieter, more even temperatures
  • ~$340/yr lower running cost
16 SEER2
10-yr parts + 2-yr labor
Best Signature
$14,900
  • Variable-speed inverter AC + modulating furnace
  • Premium smart thermostat + zoning-ready
  • Whisper-quiet, best humidity control
  • ~$660/yr lower running cost
18.5 SEER2
12-yr parts + 5-yr labor
3

Estimated yearly running cost

Comfort 14.3 SEER2
$1,680/yr
Efficiency 16 SEER2
$1,340save $340
Signature 18.5 SEER2
$1,020save $660

Estimates based on your usage and $0.14/kWh. Over 10 years, Efficiency saves ~$3,400 and Signature ~$6,600 — often covering the price difference.

4

Warranty & seasonal care

10-yr parts warrantyRegistered with manufacturer
2 free seasonal tune-upsSpring & fall, first two years

Good to know: registering the equipment within 60 days activates the full 10-year parts coverage — Northgate files it for you at install. Optional maintenance plan keeps the warranty valid in later years.

5

Optional add-ons — client can toggle

Whole-home air purifier + UV

Cuts allergens, mold & odors at the coil

+$1,150
Duct sealing & balancing

Recommended — 18% leakage found in attic runs

+$980
Extended 10-yr labor warranty

Parts & labor fully covered for a decade

+$640
6

Site photos

Existing condenser — corroded
Attic furnace & ductwork
Thermostat location
Add photo
7

Approval & signature

Client signs on their device
The Delgados — homeowner
Renée Alvarez ✓
Northgate Heating & Air — signed Jun 26
Current selection — Efficiency + Air purifier
$12,550 · financing from $189/mo

Trade templates

Start from a proposal built for your trade — not a blank invoice. Every one is fully editable.

What your client sees on their phone.

The proposal opens as a clean, branded page — not a PDF attachment to pinch-zoom. They pick a package, toggle add-ons, and sign, all in their thumb's reach. (Switch to the Roofing template to see it flex to another trade.)

Interactive Good-Better-Best

They compare tiers side by side and tap the one they want — the total updates live.

Optional add-ons that upsell themselves

Extra scope they can opt into — you earn more per job, with no hard sell.

Sign & pay the deposit on the spot

e-Signature and a Stripe / Square deposit link — no printer, no back-and-forth.

Reyes Pro Painting

Proposal for Danielle Cho · #1042

Interior Repaint · Main Floor
The work

Full repaint of your living room, dining room, hallway & kitchen — prep, protection, two finish coats, and daily cleanup. Pick the package that's right for you:

Choose your package
Add to your project
Front door restoration
Both sides, sand & repaint
+$280
Paint closet interiors
All four bedroom closets
+$420
Ceiling stain-block primer
Covers the kitchen water mark
+$350
From your walkthrough
For follow-up & security, this page records when it's opened, the options you select, and approval activity — visible only to Reyes Pro Painting.
Your total — Premium + add-ons$6,760

30% deposit ($2,028) via Stripe · balance due on completion

Summit Ridge Roofing

Proposal for The Okonkwo Residence · #2071

Full Roof Replacement · 30 sq
The work

Full tear-off of your existing roof down to the decking, any rotted wood replaced and photographed, then a complete new weatherproof system installed. Choose your shingle package:

Choose your shingle package
Protected by
GAF System Plus30-yr, transferable
Summit labor10-yr workmanship
Add to your project
Metal ridge-vent retrofit
Cooler attic, longer shingle life
+$850
Seamless gutter replacement
110 ft, 6" with guards
+$2,400
Skylight reflash & seal
Both skylights — flashing is failing
+$680
From your inspection
For follow-up & security, this page records when it's opened, the options you select, and approval activity — visible only to Summit Ridge Roofing.
Your total — StormShield + add-ons$17,250

30% deposit ($5,175) via Stripe · balance due on completion

Northgate Heating & Air

Proposal for The Delgado Family · #3088

3-Ton AC + Furnace Replacement
The work

Your 14-year-old system is failing and running inefficiently. We'll replace it with a right-sized system for your home. Pick the efficiency level that fits your budget:

Choose your system
What you'll save
~$340/yr lower bills

vs your current 10-SEER unit — about $3,400 over 10 years

Protected by
10-yr partsWe register it for you
2 free tune-upsSpring & fall
Add to your project
Whole-home air purifier + UV
Cuts allergens, mold & odors
+$1,150
Duct sealing & balancing
18% leakage found in the attic
+$980
Extended 10-yr labor warranty
Parts & labor fully covered
+$640
From your visit
For follow-up & security, this page records when it's opened, the options you select, and approval activity — visible only to Northgate Heating & Air.
Your total — Efficiency + add-ons$12,550

30% deposit ($3,765) via Stripe · financing available

Saved