BidForge — Estimates & Proposals
Pro+

Quotes that
actually close. Faster.

BidForge is the estimating engine for service businesses. Build line-item quotes from reusable templates. Run takeoffs with CSV export. Customers sign digitally. Accepted estimates flow straight into TitanLedger as invoices — zero retyping.

Digital signingReusable templatesAuto-convert to invoice
Quote faster and watch every estimate move to won.
Template to signed in four moves

The path from ask to accepted.

Most estimating tools stop at the PDF. BidForge owns the whole motion — from template to takeoff to signature to invoice.

01

Build from a template

Start from a service-line template — roofing, siding, remodel. Line items, units, and standard terms pre-filled. Tweak quantities, not structure.

02

Run the takeoff

Quantity sheets for measurements and materials. Reference one takeoff across every revision. Export to CSV for procurement.

03

Customer signs digitally

They review and sign from any device. Time-stamped, IP-logged. Auto-reminders via PostFrame if the estimate sits unsigned.

04Auto

Accepted → invoiced

One click converts the accepted estimate into a TitanLedger invoice. Same line items, same totals, same customer. Zero retyping.

Capabilities

Built for service businesses, not generic SaaS.

Estimates with line items, discounts, and terms. Reusable templates per service line. Takeoffs with quantity sheets and CSV export. Five analytics surfaces baked in. Zero copy-paste to your invoicing tool.

Line-Item Quotes

Build estimates with detailed line items, quantities, units, discounts, and tax. Apply per-line or per-estimate discounts. Customer sees the full breakdown.

Reusable Templates

Build templates per service line — roofing, siding, kitchen remodel. Duplicate and tweak for any new job. Standardize your pricing across the team.

Takeoffs with CSV Export

Quantity sheets for measurements, materials, square footage. Build a takeoff once, reference it across multiple estimate revisions. Export to CSV for procurement.

Digital Signatures

Customer reviews and signs from any device. Time-stamped, IP-logged signatures. Auto-reminder emails via PostFrame if they don't sign within X days.

Five Analytics Surfaces

Monthly trend, status breakdown, average close time, conversion funnel, top clients by volume. Know which estimates are working and which sit stale.

One-Click to Invoice

Accepted estimates auto-convert to TitanLedger invoices. Same line items, same totals, same customer. Zero retyping. Activity logs to ClientForge automatically.

Why it closes

An estimating engine, not a PDF printer.

Every number below is product, not marketing.

5

Analytics surfaces baked in

1-click

Accepted estimate → TitanLedger invoice

14d

Signing links with auto-reminders

0

Retyping between quote and invoice

Pro tier and above

BidForge ships on Pro ($99/mo, 5 users) and Business ($199/mo, 15 users). Team customers ($49/mo) can still receive and accept estimates as customers — they just don't author them.

See plan comparison
How fast can I send an estimate?

Start from one of the built-in templates such as service call, project proposal, hourly and materials or retainer, add line items and send; most estimates go out in a few minutes.

What happens when the customer accepts?

The estimate converts to a TitanLedger invoice in one click, keeping the line items, and can be paid through PayGate.

Which plans include BidForge?

Pro and Business. Free includes 5 estimates a month through the CRM; BidForge adds templates, takeoffs and estimate analytics.

Can I see which estimates are winning?

Yes. The estimates table shows pipeline value and conversion rate, and the analytics page breaks it down by template and period.

Run your business from one place.

Five plans, seventeen launch apps, one dashboard. Set up in under 5 minutes — change tiers any time.

From $0 · Basic $9.95/mo · Save 20% on annual billing · Upgrade or downgrade any time