Help & Guide

Everything DraftYourBid can do

Step-by-step walkthroughs of every feature — from generating your first proposal to getting a contract signed.

Video walkthrough

See DraftYourBid in action

A full walkthrough from uploading your first proposal to sending a signed contract.

Step 01

Upload your documents

Train the AI on your past proposals first — the more context it has, the better it writes in your voice.

  1. 📂

    Drop your best PDFs

    Upload past proposals, client briefs, or writing samples. PDFs up to 10MB are supported.

  2. 🧠

    AI learns your style

    The AI indexes your tone, structure, typical project types, and sector-specific language.

  3. 🎯

    Every generation improves

    More uploads = more context = more accurate proposals. Start with 2–3 documents and add more over time.

www.draftyourbid.com/upload

Drop proposal PDFs here

or click to browse

Northbridge-Winning-Proposal.pdf

Just uploaded · AI training complete ✓

Apollo-Group-Proposal-2024.pdf

148 KB · 22 Apr 2025

Landmark-Consulting-Brief.pdf

95 KB · 18 Apr 2025

Step 02

Generate AI-written proposals

Describe the client. The AI writes a tailored proposal in your voice — in seconds.

  1. ✍️

    Describe the project

    Enter the client name, industry, and their requirements. The more detail you add, the better the output.

  2. 🔍

    AI searches your history

    The AI searches your uploaded proposals for relevant style, tone, and past project patterns.

  3. Get a scored, ready-to-send proposal

    Your proposal streams live with an AI quality score. Edit inline, export to DOCX, or share directly.

www.draftyourbid.com/generate
Northbridge Partners
Consulting
Describe the client's project…

Proposal will appear here…

Step 03

Build professional quotes

Add your labour, materials, and markup. AI writes the professional client-facing narrative.

  1. 🔢

    Enter your line items

    Add labour roles with hours and rates, plus materials and expenses. Set your markup percentage.

  2. 💰

    Set payment terms

    Choose Lump Sum or Time & Materials billing, and specify payment terms like Net 30 or 50% deposit.

  3. 📄

    Generate a polished quote

    AI turns your numbers into a professional, client-ready quotation — ready to share or convert to a contract.

www.draftyourbid.com/quotes

Quote Builder

Green Valley Homes — Roof Replacement

Lump SumT&M

Labour

ItemRateTotal
Labour — installation120 hrs × £45£5,400
Materials & fixingssupply only£2,800
Project managementlump sum£800
Grand Total£9,000
Step 04

Share & get client acceptance

Send a shareable link. Clients see a branded view and accept or decline with one click.

  1. 🔗

    Generate a share link

    One click creates a unique, branded client link from any saved proposal or quote.

  2. 👀

    Client sees a polished view

    Your client gets a clean, professional presentation — no login required, works on any device.

  3. Get notified instantly

    When your client accepts, you’re notified and the proposal is locked. Declined? You’ll know that too.

www.draftyourbid.com/history

Saved Proposals

Northbridge Partners — Digital Transformation

Consulting · 28 Apr 2025 · Score 91/100

Green Valley Homes — Roof Project

Construction · 22 Apr 2025

Step 05

Contracts & e-signatures

Convert an accepted quote into a signed contract in minutes — no separate tools needed.

  1. 📋

    Generate from accepted quote

    With one click, DraftYourBid drafts a complete contract based on the accepted quote terms and your business profile.

  2. ✏️

    Review and customise

    Edit the contract in a rich text editor. All key terms — payment, timeline, scope — are pre-filled.

  3. ✍️

    Client signs digitally

    Your client signs online. The document is timestamped, locked, and stored permanently in your Documents.

www.draftyourbid.com/history

Northbridge Partners — Digital Transformation

✓ Accepted£74,000 · 28 Apr 2025

Starter templates

Download a template, fill in your details, save as PDF, then upload it on the Upload page — the AI uses it as the foundation for every new proposal.

IT Services Proposal

Software implementation, system integration, managed services, and digital transformation.

TechnologySoftwareIT
Download template

Marketing Agency Proposal

Brand campaigns, content marketing, performance marketing, and creative services.

MarketingCreativeAgency
Download template

Management Consulting Proposal

Strategy, operational improvement, organisational change, and transformation.

ConsultingStrategyAdvisory
Download template

Construction Services Proposal

Commercial builds, fit-outs, refurbishments, and civil engineering projects.

ConstructionBuildingCivil
Download template

Tips for winning proposals

What separates proposals that win from ones that get ignored.

Be specific about outcomes

The best proposals focus on what the client gains, not just what you do. Replace “we will build a system” with “you will reduce processing time by 40%.”

Name real numbers

Vague timelines and budget ranges erode trust. Pin down a specific week count, clear price, and measurable milestones — even if they’re estimates.

Address risk directly

Clients are nervous about what could go wrong. Naming risks — and how you manage them — shows maturity, not weakness.

Show comparable work

Reference 2–3 past projects with similar scope. “We delivered X for Company Y in Z weeks” is far more persuasive than a logo.

Keep it readable

Decision makers skim. Use clear section headings, short paragraphs, and bullets. Reserve prose for the executive summary and “why us” sections.

Clear next steps close deals

End every proposal with a specific, friction-free CTA. “Reply to this email to proceed” beats “please do not hesitate to get in touch.”

Help & Guide | DraftYourBid | DraftYourBid