Get to know Bidsketch

It starts out with your design templates. You could use a standard, built-in Bidsketch proposal template, but if your team is designing websites for clients, odds are your team would rather add your own special touch. Bidsketch lets you add that with HTML and CSS-powered templates, which it then uses to show clients your proposals online or in a PDF downloadable file. There are a few restrictions—your template must use inline CSS and can't be wider than 815px—but otherwise, it's a standard webpage you can design as you'd like. You can even embed videos or Flash media, as long as they're hosted on another site.

Upload your custom theme to Bidsketch, then jump over to the Sections tab. There, you can type in rich text or HTML blocks of content for the opening and closing sections of your proposals. Add everything your proposals might need in individual sections, using variables to put in the project or client info automatically. The Fees tab gives you the same chance to list your standard fees, where you can write up copy and pricing for standard one-time, monthly, or yearly fees that you'll charge clients on standard projects. Back over in the Templates tab, you can pull the text sections you've made into complete templates with the opening sections, fees, and closing sections each standard type of template needs.

Now when time to send a proposal to a client, you've got everything you need to send one in record time. You'll select the client—or add a new one, complete with contact info and an alternate contact just in case your point contact isn't available right now. Then pick the template you want to use for this proposal, and the core of your work will be done instantly. You can customize the text in any section or add a custom section just for this client. Once you're done, preview the proposal, and you can select any of your HTML & CSS-powered designs for the proposal, and send it out to your client.

That's not all. Bidsketch's dashboard will show you details on how many times the proposal was viewed—and will notify you as soon as it's signed. That way, you can get right to work—or figure out if you need to reach back out and confirm anything with the client if they haven't signed yet.

Your team already has the designs and copy you usually use with clients. With Bidsketch, you can put that to work in your proposals in minutes—and spend more time on your real client work.

Do more with Bidsketch

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HubSpot CRM

CRM (Customer Relationship Management)

25 Integrations

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Team Chat

45 Integrations

Bidsketch Pricing

  • $19/month Starter plan for 1 user and 25 clients

  • $29/month Solo plan for 1 user, unlimited clients, electronic signatures, and a custom domain

  • $79/month Team plan for 3 users, realtime collaboration, and team management

  • $149/month Business plan for 8 users with Team plan features

Annual plans available for $15/$23/$47/$119 per month, respectively; 14 day free trial, though credit card required with signup.

Bidsketch Features

  • Quickly create proposals from premade designs and text blocks

  • Design custom HTML and CSS designs for your proposals

  • Send proposals via email or save as a PDF

  • Let clients comment and sign proposals online

  • Get notified when your proposals are viewed, signed, and accepted—and how often they viewed it

  • Show a special message to clients as soon as they sign the proposal

Bidsketch Alternatives

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Zoho Invoice

Proposal & Invoice Management +1Proposal & Invoice Management, Zoho

Bidsketch Updates

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