Platform · Tools
Project Financing
From proposal to application. All connected.
BidBuild integrates with VistaFi to connect financing applications to the proposals you send to clients. When a client fills out the application, the financing process begins. Status updates stay connected inside BidBuild, so your team can follow where each customer’s financing stands — from submitted to approved to funded.
- VistaFi applications connected to client proposals
- Client application starts the financing process
- Financing status stays updated inside BidBuild
The VistaFi workflow
Financing follows the proposal.
- 1
Send the client’s proposal
Present the project scope and price in your BidBuild proposal, with a connected VistaFi financing application for the client.
- 2
The client fills out the application
Your client accesses the application from their proposal. Completing the application starts the financing process with VistaFi, keeping it connected to the proposal they received.
- 3
Follow the status in BidBuild
BidBuild stays updated as the financing progresses. See where each application stands, including submitted, approved and funded, alongside the customer and proposal information.
One connected view for your office.
Keep the customer’s name, project address, proposal and financing status together. Your team can check progress inside BidBuild without losing the connection between the application and the work being proposed.
VistaFi handles the financing process. Financing approval or funding does not replace proposal signing, Sales Backlog auditing or signature verification before job conversion.
More about the VistaFi integration →