Fast proposals.
Faster payments.
Built for service businesses and contractors that quote work. BidBud turns every customer inquiry into a priced proposal — and every accepted proposal into a payment, automatically.
Good morning, Alex 👋
Here's your pipeline today
Win Rate
This moOutstanding
overdue$4,250
$1,100 past due
Proposals
+18%12
sent this month
Activity
Revenue trend
$18,340
Recent proposals
From the moment a customer reaches out to the moment you collect payment — BidBud handles it.
01 / Intake
Customers fill a smart form.
Build dynamic intake forms that adapt to every customer's answers, or describe your business and let AI build the whole form — fields, pricing rules, and catalog links — in under a minute.
- AI chat form or traditional multi-step form
- Conditional logic that adapts to each customer
- File uploads — photos, documents, measurements
- Price book–linked fields that auto-price answers
Apex HVAC Services
Estimate assistant
Proposal #4821
Awaiting ReviewPrepared for Marcus Williams · Expires Jul 15
Scope of Work
02 / Proposal
Automatically generate a proposal.
Your pricing rules engine auto-builds the line items from form answers. AI writes a professional bid narrative. You edit, approve, and send — all in one click.
- Pricing rules engine: items and multipliers from form answers
- AI bid narratives — sounds like you wrote it
- Full line item editing with live recalculation
- Secure customer link — no login required
03 / Payment
Customer accepts and pays.
Customers accept and pay — deposit or full — right from the proposal link. No back-and-forth. No chasing invoices. Receipts are sent automatically.
- Stripe-powered checkout — credit card, ACH, and more
- Require a deposit before the job is confirmed
- Automatic email receipts to customer and business
- Invoice auto-generated on acceptance
Invoice
#INV-4821
Apex HVAC Services
Or skip the form — create a quote or invoice directly from your price book in seconds.
Platform
Purpose-built for
the bid pipeline.
From the first customer inquiry to the final payment — intake, proposals, and collection in one clean workflow built for service businesses.
Smart Intake Forms
Build forms with drag-and-drop or describe your business and let AI generate the fields, pricing rules, and catalog links in seconds. Share a public link — no customer login required.
Learn moreAI Quotes & Invoices
Generate a priced quote from any form submission in one click, or describe a job in plain language and get a ready-to-send invoice in seconds. AI does the work; you review and send.
Learn moreIntelligent Price Book
Organize your services and products. Import from a PDF. AI can refine your catalog in bulk. Custom columns supported — built to match how you actually price work.
Learn morePricing Rules Engine
Connect form answers to price book items — conditionally, with multipliers, or based on customer selections. Proposals come out pre-priced the moment a customer submits.
Learn moreInvoices & Payments
Auto-generate invoices on acceptance, or create them standalone. Set up payment schedules and recurring billing for retainers and ongoing work. Receipts sent automatically. QuickBooks sync included.
Learn moreClient Management
Every customer, proposal, and payment in one place. Track client history, follow up on pending proposals, and see total revenue per client — all from one view.
Learn morePricing
Pricing that pays
for itself.
14-day free trial on all plans. No credit card required.
Starter
Everything you need to start winning jobs
Billed monthly
- 1 user
- 1 published form (unlimited drafts)
- Unlimited proposals & payments
- Price book with custom columns
- Pricing rules engine
- Customer accept + pay portal
- Email notifications
- Stripe payment collection
- Basic reporting
Pro
AI-powered tools for growing teams
Billed monthly
- 3 users
- 5 published forms (unlimited drafts)
- Scheduled / recurring invoicing
- AI-generated proposals & invoices
- AI conversational intake forms
- AI form builder
- AI data refinement
- Ask Bud – AI support chat
- SMS notifications
- QuickBooks sync
- Saved templates (proposals & invoices)
- Custom branding (logo + colors)
Scale
Unlimited scale with advanced automation
Billed monthly
- Everything in Pro
- Unlimited users
- Unlimited published forms
- Role-based permissions
- Approval workflows
- Automated follow-ups & trigger-based actions
- Advanced reporting
- AI insights
- Priority support
Plus a 0.5% fee — only if you collect card payments through BidBud.
FAQ
Common questions
Get started
Your sales engine.
Intake to income.
Replace your whiteboard, spreadsheets, and paper invoices with one clean tool — and start winning more jobs, faster.
Start your free trial14-day free trial · No credit card required · Cancel anytime