SupportHelp ArticlesRunning an Appointment
Summary
Summary is the review step — read the generated contract, walk through the document set with the customer, and confirm the totals before you close.
I'm a:
Documents — Contract, Proposal, Job Information, Change Order Pending verification
The four documents Bidvio produces from an appointment — what's in each, who reads it, and why the proposal is intentionally lighter than the contract.
Generating the contract PDF
How the contract PDF gets assembled — what's on it, what controls its content, and what to check before sending.
Reviewing the contract Pending verification
Walk through the contract preview before generating the PDF.