Bidsketch

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

Zapier allows you to instantly connect Bidsketch with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps
Integrate QuickBooks Online with Bidsketch

QuickBooks Online

Accounting +1Accounting, Premium

1 Zap template

Integrate Slack with Bidsketch

Slack

Team Chat

3 Zap templates

Integrate Google Sheets with Bidsketch

Google Sheets

Google +1Google, Spreadsheets

1 Zap template

Integrate Xero with Bidsketch

Xero

Accounting +1Accounting, Premium

1 Zap template

Integrate Asana with Bidsketch

Asana

Project Management
Integrate Gmail with Bidsketch

Gmail

Email +1Email, Google

1 Zap template

Integrate Mailchimp with Bidsketch

Mailchimp

Email Newsletters

1 Zap template

Integrate Trello with Bidsketch

Trello

Project Management

1 Zap template

Integrate Infusionsoft by Keap with Bidsketch

Infusionsoft by Keap

Marketing Automation +1Marketing Automation, Premium

1 Zap template

Integrate Pipedrive with Bidsketch

Pipedrive

CRM (Customer Relationship Management)

1 Zap template

Integrate ActiveCampaign with Bidsketch

ActiveCampaign

Marketing Automation
Integrate Stripe with Bidsketch

Stripe

Payment Processing
Integrate Acuity Scheduling with Bidsketch

Acuity Scheduling

Scheduling & Booking
Integrate Podio with Bidsketch

Podio

Project Management
Integrate Agile CRM with Bidsketch

Agile CRM

CRM (Customer Relationship Management)
Integrate Copper with Bidsketch

Copper

CRM (Customer Relationship Management)
Integrate FreshBooks Classic with Bidsketch

FreshBooks Classic

Accounting
Integrate Ontraport with Bidsketch

Ontraport

Marketing Automation
Integrate SharpSpring with Bidsketch

SharpSpring

Marketing Automation
Integrate Zoho Invoice with Bidsketch

Zoho Invoice

Proposal & Invoice Management +1Proposal & Invoice Management, Zoho
Integrate Dropbox with Bidsketch

Dropbox

File Management & Storage
Integrate HubSpot with Bidsketch

HubSpot

Marketing Automation

3 Zap templates

Integrate Zendesk Sell with Bidsketch

Zendesk Sell

CRM (Customer Relationship Management)
Integrate Wave with Bidsketch

Wave

Accounting
Integrate Google Docs with Bidsketch

Google Docs

Documents +1Documents, Google
Integrate Streak with Bidsketch

Streak

CRM (Customer Relationship Management)
Integrate Insightly with Bidsketch

Insightly

CRM (Customer Relationship Management)

1 Zap template

Integrate FreeAgent with Bidsketch

FreeAgent

Accounting
Integrate Google Forms with Bidsketch

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate Jumplead with Bidsketch

Jumplead

Marketing Automation
Integrate Evernote with Bidsketch

Evernote

Notes
Integrate GitHub with Bidsketch

GitHub

Developer Tools
Integrate Drip with Bidsketch

Drip

Drip Emails

1 Zap template

Integrate Harvest with Bidsketch

Harvest

Time Tracking Software
Integrate PipelineDeals with Bidsketch

PipelineDeals

CRM (Customer Relationship Management)
Integrate SuiteDash with Bidsketch

SuiteDash

Project Management
Integrate Google Calendar with Bidsketch

Google Calendar

Calendar +1Calendar, Google
Integrate Google Drive with Bidsketch

Google Drive

File Management & Storage +1File Management & Storage, Google
Integrate Gravity Forms with Bidsketch

Gravity Forms

Forms & Surveys +1Forms & Surveys, WordPress
Integrate Microsoft Office 365 with Bidsketch

Microsoft Office 365

Email +1Email, Microsoft
Integrate Salesflare with Bidsketch

Salesflare

CRM (Customer Relationship Management)
Integrate HelloSign with Bidsketch

HelloSign

Signatures
Integrate Zoho CRM with Bidsketch

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho
Integrate RightSignature with Bidsketch

RightSignature

Signatures
Integrate PayPal with Bidsketch

PayPal

Payment Processing +1Payment Processing, Premium
Integrate Formstack Documents with Bidsketch

Formstack Documents

Documents

1 Zap template

Integrate Pushbullet with Bidsketch

Pushbullet

Notifications
Integrate Capsule CRM with Bidsketch

Capsule CRM

CRM (Customer Relationship Management)
Integrate SugarCRM 6.2-5 with Bidsketch

SugarCRM 6.2-5

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Teamwork with Bidsketch

Teamwork

Project Management
Integrate FreshBooks New with Bidsketch

FreshBooks New

Accounting
Integrate Twilio with Bidsketch

Twilio

Phone & SMS
Integrate Wufoo with Bidsketch

Wufoo

Forms & Surveys
Integrate Zendesk with Bidsketch

Zendesk

Customer Support +1Customer Support, Premium
Integrate Basecamp 3 with Bidsketch

Basecamp 3

Project Management
Integrate monday.com with Bidsketch

monday.com

Project Management
Integrate Pipefy with Bidsketch

Pipefy

Project Management
Integrate Mandrill with Bidsketch

Mandrill

Transactional Email
Integrate Highrise with Bidsketch

Highrise

CRM (Customer Relationship Management)
Integrate JobNimbus with Bidsketch

JobNimbus

CRM (Customer Relationship Management)
Integrate OnePageCRM with Bidsketch

OnePageCRM

CRM (Customer Relationship Management)
Integrate Teamwork Desk with Bidsketch

Teamwork Desk

Customer Support
Integrate Mavenlink with Bidsketch

Mavenlink

Project Management
Integrate ConnectWise Manage with Bidsketch

ConnectWise Manage

CRM (Customer Relationship Management)
Integrate Batchbook with Bidsketch

Batchbook

CRM (Customer Relationship Management)
Integrate Active Collab with Bidsketch

Active Collab

Project Management
Integrate VBOUT with Bidsketch

VBOUT

Marketing Automation
Integrate Facebook Lead Ads with Bidsketch

Facebook Lead Ads

Ads & Conversion +2Ads & Conversion, Facebook, Premium
Integrate Calendly with Bidsketch

Calendly

Scheduling & Booking
Integrate Google Contacts with Bidsketch

Google Contacts

Contact Management +1Contact Management, Google
Integrate WordPress with Bidsketch

WordPress

Website Builders +1Website Builders, WordPress
Integrate Squarespace with Bidsketch

Squarespace

Forms & Surveys
Integrate Instagram with Bidsketch

Instagram

Facebook +1Facebook, Social Media Accounts
Integrate JotForm with Bidsketch

JotForm

Forms & Surveys
Integrate WooCommerce with Bidsketch

WooCommerce

eCommerce +1eCommerce, WordPress
Integrate Toggl with Bidsketch

Toggl

Time Tracking Software
Integrate Cognito Forms with Bidsketch

Cognito Forms

Forms & Surveys
Integrate Buffer with Bidsketch

Buffer

Social Media Marketing
Integrate OneDrive with Bidsketch

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate DocuSign with Bidsketch

DocuSign

Signatures
Integrate Autopilot with Bidsketch

Autopilot

Marketing Automation
Integrate Firebase / Firestore with Bidsketch

Firebase / Firestore

Databases
Integrate Paperform with Bidsketch

Paperform

Forms & Surveys
Integrate Chargebee with Bidsketch

Chargebee

Payment Processing
Integrate Process Street with Bidsketch

Process Street

Product Management
Integrate Jira Software Server with Bidsketch

Jira Software Server

Project Management
Integrate Wrike with Bidsketch

Wrike

Project Management
Integrate Zoho Books with Bidsketch

Zoho Books

Accounting +1Accounting, Zoho
Integrate 123FormBuilder with Bidsketch

123FormBuilder

Forms & Surveys
Integrate Zoho Mail with Bidsketch

Zoho Mail

Email +1Email, Zoho
Integrate Invoice Ninja with Bidsketch

Invoice Ninja

Proposal & Invoice Management
Integrate Basecamp 2 with Bidsketch

Basecamp 2

Project Management
Integrate Nutshell with Bidsketch

Nutshell

CRM (Customer Relationship Management)
Integrate Accredible Certificates with Bidsketch

Accredible Certificates

Online Courses
Integrate Caspio Cloud Database with Bidsketch

Caspio Cloud Database

Databases
Integrate Nimble with Bidsketch

Nimble

CRM (Customer Relationship Management)
Integrate Yammer with Bidsketch

Yammer

Microsoft +1Microsoft, Team Chat
Integrate Survey Anyplace with Bidsketch

Survey Anyplace

Forms & Surveys
Integrate SugarCRM 7+ with Bidsketch

SugarCRM 7+

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Prospect.io with Bidsketch

Prospect.io

CRM (Customer Relationship Management)
Integrate NiceJob with Bidsketch

NiceJob

Marketing Automation
Integrate Solve CRM with Bidsketch

Solve CRM

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Workast with Bidsketch

Workast

Project Management
Integrate Datadog with Bidsketch

Datadog

Server Monitoring
Integrate TeamWave with Bidsketch

TeamWave

CRM (Customer Relationship Management)
Integrate Totango with Bidsketch

Totango

CRM (Customer Relationship Management)
Integrate Approval Donkey with Bidsketch

Approval Donkey

Project Management
Integrate iFormBuilder with Bidsketch

iFormBuilder

Forms & Surveys
Integrate Quote Roller with Bidsketch

Quote Roller

Proposal & Invoice Management
Integrate Pagico with Bidsketch

Pagico

Project Management
Integrate Salesmate with Bidsketch

Salesmate

CRM (Customer Relationship Management)
Integrate Accelo with Bidsketch

Accelo

Project Management
Integrate Payment Rails with Bidsketch

Payment Rails

Payment Processing
Integrate Dasheroo with Bidsketch

Dasheroo

Dashboards
Integrate Teamleader with Bidsketch

Teamleader

CRM (Customer Relationship Management)
Integrate HighLevel with Bidsketch

HighLevel

Marketing Automation
Integrate Tend with Bidsketch

Tend

Website Builders
Integrate Clust with Bidsketch

Clust

Beta +1Beta, Documents
Integrate actiTIME with Bidsketch

actiTIME

Beta +1Beta, Time Tracking Software
Integrate GoToMeeting with Bidsketch

GoToMeeting

Video Conferencing
Integrate Simpletix with Bidsketch

Simpletix

Event Management
Integrate Outgrow with Bidsketch

Outgrow

Forms & Surveys
Integrate ManyChat with Bidsketch

ManyChat

Social Media Marketing

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

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Proposal & Invoice Management

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Bidsketch Updates

Create Proposals and Save More Time With Bidsketch and Zapier