Create Proposals and Save More Time With Bidsketch and Zapier

Alison Groves
Alison Groves / July 2, 2015


Creating client proposals can be quite the headache. There's content to create, design to be done, and overall internal organization that must be kept up with. And on top of all of that, you have to worry about when your client has actually viewed the proposal, when it gets signed, and whether or not they are actually invested. Bidsketch understands that pain, and set out to create a tool to streamline the entire proposal process.

And now with Bidsketch connected to Zapier, you can join all of the apps you use when working with clients together. Start a new proposal from entries in your CRM, be notified in your chat app when a proposal has been viewed, even connect those proposals to your accounting software.

Check out a few different ways you can use Bidsketch's new Zapier integration:

How to Use This Integration

  1. Sign up for a Bidsketch account account, and also make sure you have a Zapier account.
  2. Connect your Bidsketch account to Zapier.
  3. Check out pre-made Bidsketch integrations.
  4. Or create your own from scratch in the Zap Editor.

Here's to more won proposals!