how it works

Enquiry to signed.
Four steps.

No setup, no training. Here's the whole flow from a lead landing in your inbox to a client tapping approve.

step 1

Capture the lead

Paste the enquiry, forward the email or drop the client's documents. Brenda reads the brief and suggests the tender type — cleaning, components, services, supply and more.

  • Type detected from your words
  • Files and photos attach to the lead
  • Source tags show where it came from
step 2

Assemble the tender

Sections build themselves: welcome page, scope, pricing, timeline, capacity, compliance, reviews and gallery. Hide, rename, reorder or duplicate any section.

  • 26 tender types with smart defaults
  • Editable section names and labels
  • Light and dark welcome pages
step 3

Share one link

Send a branded link that always shows the latest version. Lock it with an access code if you like. Your client reads it on their phone — no login, no app.

  • Optional access code
  • Always the latest pricing
  • Works on any device
step 4

Track the decision

Clients comment on any section, request changes, approve or sign digitally. Every event is recorded against the proposal so nothing gets lost.

  • Digital signing built in
  • Comments per section
  • Approval history kept
in the box

Everything a tender needs.

Dynamic sections

Scope, budget, checklist, reviews, value points, gallery — add what the job needs.

Live visuals

Charts, timelines, calendars and capacity boards that animate as clients scroll.

Real capacity

Show crew availability and key dates so clients trust the schedule.

Linked quotes

Every tender can raise a quote with line items, discount and tax — kept in sync.

Digital sign-off

Clients sign by name with consent, timestamped and stored on the tender.

Your documents

Drop PDFs, photos and scopes — they become sections, images and attachments.

see it live

Open the demo tender.

A full example with welcome page, scope, pricing, checklist and digital sign — exactly what your client sees.

Still curious? Read the FAQ · Talk to us

Questions answered by a person, not a bot.