What is Bidsketch?
Bidsketch is a robust proposal management platform designed for sales professionals and businesses seeking to accelerate and simplify the proposal process. With intuitive proposal templates, reusable content libraries, and visual customization options, users can generate custom proposals in minutes instead of hours, ensuring accuracy, professionalism, and consistency for every client interaction.
The platform offers features such as electronic signatures for faster deal closure, real-time analytics for tracking client engagement, and automated approval messaging to facilitate transparent next steps. Bidsketch goes beyond basic document creation by offering up-selling functionalities, client landing pages, and seamless integration with other apps and tools, making it a comprehensive solution for businesses aiming to close more deals and increase revenue efficiently.
Features
- Customizable Proposal Templates: Build and reuse templates to create professional proposals quickly.
- E-signature Integration: Capture client signatures electronically for faster approvals.
- Real-Time Analytics: Get instant notifications when clients view proposals.
- Up-Selling Functionality: Add optional or automated pricing items to maximize revenue.
- Client Landing Pages: Offer a dedicated space for clients to view, comment, and approve proposals.
- Automated Approval Messages: Guide clients on next steps after signing.
- Content Library: Access example content to streamline proposal creation.
- Multi-Media Support: Embed images, videos, and files inside proposals.
- PDF Export: Option to export documents for traditional workflows.
- Team Collaboration: Allow multiple users to build and manage proposals.
Use Cases
- Sales proposal creation for individuals or teams
- Client onboarding with professional landing pages
- Contract approvals with e-signatures
- Up-selling additional services through optional proposal fees
- Streamlining RFP responses for agencies
- Tracking client engagement for sales follow-ups
- Reducing administrative time spent on proposal formatting
FAQs
-
Can clients sign proposals electronically using Bidsketch?
Yes, Bidsketch offers integrated electronic signatures, allowing clients to approve and sign proposals online for faster deal closure. -
How can I track whether my client has viewed a proposal?
Bidsketch provides real-time notifications and web-based analytics to inform you instantly when clients open your proposals. -
Is it possible to customize proposal templates for different clients or projects?
Yes, Bidsketch allows full customization of proposal templates, content, and pricing items for each client or project. -
Does Bidsketch support embedding multimedia like images or videos?
Yes, you can embed images, videos, and link to other files or resources within your proposals. -
What are the next steps after a client approves a proposal?
Upon approval, automated approval messages can be sent to clients, outlining the next steps such as deposits, onboarding guides, or project instructions.
Related Queries
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Bidsketch Uptime Monitor
Average Uptime
100%
Average Response Time
458.38 ms
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