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Ontario
A bid list is a document check before it is a price check. WSIB clearance, a certificate of insurance with the right wording, a written safety policy, references, and on the bigger jobs a management system certificate. These guides cover what gets asked for, how to have it sitting ready, and how to know your proposal was opened.
Try this on a real business
Open a seeded business in your trade. Nine jobs on the pipeline, a quote sent and viewed, a deposit paid, an invoice overdue, and a holdback on the current month.
Open the demo businessNo card, no form. Sign in later and everything you built stays on the same account.