Help & Guide
Everything DraftYourBid can do
Step-by-step walkthroughs of every feature — from adding a client to getting a contract signed and countersigned.
Video walkthrough
See DraftYourBid in action
A full walkthrough from uploading your first proposal to sending a signed contract.
Keep every client in one place
A record per client, a pipeline you can drag, and a timeline that fills itself in.
- 🏢
Add the client once
Contacts, address, deal value and currency. Everything you send later attaches to this record.
- 📊
Drag the deal along
Lead through to won or lost on a board. Winning a signature moves the client for you.
- 🕒
The history writes itself
Every proposal, quote, signature and note lands on the client timeline, in order, with who did it.
Kestrel Interiors
ANNorthgate Facilities
DHBirch Studios
ANAlder Construction
DHUpload your documents
Train the AI on your past proposals first — the more context it has, the better it writes in your voice.
- 📂
Drop your best PDFs
Upload past proposals, client briefs, or writing samples. PDFs up to 10MB are supported.
- 🧠
AI learns your style
The AI indexes your tone, structure, typical project types, and sector-specific language.
- 🎯
Every generation improves
More uploads = more context = more accurate proposals. Start with 2–3 documents and add more over time.
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
Generate AI-written proposals
Describe the client. The AI writes a tailored proposal in your voice — in seconds.
- ✍️
Describe the project
Enter the client name, industry, and their requirements. The more detail you add, the better the output.
- 🔍
AI searches your history
The AI searches your uploaded proposals for relevant style, tone, and past project patterns.
- ⚡
Get a scored, ready-to-send proposal
Your proposal streams live with an AI quality score. Edit inline, export to DOCX, or share directly.
Proposal will appear here…
Build professional quotes
Add your labour, materials, and markup. AI writes the professional client-facing narrative.
- 🔢
Enter your line items
Add labour roles with hours and rates, plus materials and expenses. Set your markup percentage.
- 💰
Set payment terms
Choose Lump Sum or Time & Materials billing, and specify payment terms like Net 30 or 50% deposit.
- 📄
Generate a polished quote
AI turns your numbers into a professional, client-ready quotation — ready to share or convert to a contract.
Quote Builder
Green Valley Homes — Roof Replacement
Labour
Share & get client acceptance
Send a shareable link. Clients see a branded view and accept or decline with one click.
- 🔗
Generate a share link
One click creates a unique, branded client link from any saved proposal or quote.
- 👀
Client sees a polished view
Your client gets a clean, professional presentation — no login required, works on any device.
- ✅
Get notified instantly
When your client accepts, you’re notified and the proposal is locked. Declined? You’ll know that too.
Saved Proposals
Northbridge Partners — Digital Transformation
Consulting · 28 Apr 2025 · Score 91/100
Green Valley Homes — Roof Project
Construction · 22 Apr 2025
Send anything for signature
A contract you drafted here, or one you already have — both go out the same way.
- 📋
Bring your own contract
Upload a PDF you already use, or turn an accepted quote into a contract in one click. No separate signing tool.
- ✏️
Place the fields, add the signers
Drop signature, date, initials and text boxes on the page. Several signers, all at once or one after another.
- ✍️
Get a signed copy that stands up
Signatures are stamped into the document and followed by a certificate: SHA-256 fingerprint, every signer with time and IP, and the full trail.
Northbridge Partners — Digital Transformation
Templates and sending in bulk
Write the contract once, then send it to one client or fifty.
- 🧩
Write it once
Use {{merge}} fields for the client name, address and value, and save the recipients and signature boxes with the template.
- 👥
Pick the clients
Choose one or a whole list. Preview exactly what each will receive before anything sends.
- 📨
Everyone gets their own
Each client gets a separate tracked document and a private signing link, grouped so you can follow the batch.
Template
Between
{{business.name}}
and
{{client.name}}
of {{client.city}}.
Fee: {{client.value}}
Sent to 3 clients
Work as a team
One shared pipeline, with an owner on every client and document.
- ✉️
Invite your colleagues
An admin sends an invite link. Team includes three seats, Agency ten.
- 🔭
Everyone sees everything
One pipeline for the whole company, filtered to Mine when you only want yours. Colleagues can pick up each other’s work.
- 🔑
Ownership stays clear
Sending and withdrawing stay with the owner or an admin, and admins can hand a leaver’s whole book to someone else.
Client timeline
- AN
Anna moved Northgate to Negotiating
today - DH
Daniel sent the works agreement
yesterday - MK
Marek added a site plan
Mon
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.
Marketing Agency Proposal
Brand campaigns, content marketing, performance marketing, and creative services.
Management Consulting Proposal
Strategy, operational improvement, organisational change, and transformation.
Construction Services Proposal
Commercial builds, fit-outs, refurbishments, and civil engineering projects.
Starter contract templates
Written for the template editor, with {{merge}} fields already in place. Paste one into a new contract template, adjust it to your business, and it fills itself in for every client. English only — have a solicitor check anything you rely on.
Services agreement
General professional services: scope, fees, IP, confidentiality and liability.
Construction works contract
Programme, contract sum, variations, defects period, insurance and site safety.
Consulting retainer
Recurring advisory work: retainer fee, availability, conflicts and renewal.
Maintenance & support agreement
Planned maintenance, response times, exclusions and automatic renewal.
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.”