Product Overview of Bidsketch
Bidsketch is a comprehensive proposal management software designed to streamline the process of creating, managing, and tracking professional client proposals. Here are the key features and functionalities that make Bidsketch an effective tool for businesses:
Proposal Creation and Customization
- Bidsketch allows users to create proposals quickly using over 30 professional-looking templates that are customizable with different colors and designs. The platform separates content generation from formatting and design, creating a streamlined workflow where users input information into text boxes, and the system compiles a formatted proposal.
- Proposals can be built from scratch or using pre-designed templates tailored for specific industries. Users can edit, reorder, and save sections to a library for future use, enhancing efficiency and consistency.
Electronic Signing and Approval
- Bidsketch enables clients to electronically sign proposals online, which is compliant with U.S. and international e-signature laws. This process is faster, with proposals being approved 60% quicker online compared to traditional methods. Clients can also export proposals to PDF, print, and sign them if preferred.
Client Engagement and Tracking
- The platform provides a client-friendly viewing experience with clean, browser-based proposal pages that include a prominent ‘Accept’ button and navigation bar. Clients can comment on proposals, and these interactions are tracked, including when the client views the proposal, downloads the PDF, and how long they spend viewing it.
- Bidsketch sends notifications to users when clients view their proposals, comment, or change the proposal status, keeping users informed and engaged.
Up-Selling and Revenue Growth
- Bidsketch facilitates up-selling by allowing users to mark specific fees as optional. This gives clients the flexibility to accept or reject additional services, potentially increasing revenue by up to 32%.
Custom Domain and Branding
- Users can use their own company domain (e.g., proposals.mycompany.com) to maintain brand consistency. The platform also supports custom branding to ensure all proposals align with the company’s identity.
Integrations and Analytics
- Bidsketch integrates with various tools such as Salesforce, Highrise (CRM), FreshBooks, HARVEST (accounting), BaseCamp (project management), and Docsketch (e-signatures). It also supports Zapier integration for broader connectivity. The platform provides document analytics, including custom reports, to help track client engagement and proposal performance.
Collaboration and Support
- The platform supports team collaboration with different user roles (Power Users and Normal Users) that can see, edit, and comment on proposals in real-time. Users can receive email notifications for comments and changes. Bidsketch offers 24/7 support, although it is primarily through support documentation and a web form for direct questions.
Security and Compliance
- Bidsketch ensures the security of client information with encrypted links and compliance with EU GDPR regulations. Signed proposals are archived and protected from further changes, maintaining their legal validity.
In summary, Bidsketch is a robust proposal management tool that simplifies the creation, customization, and tracking of client proposals, while also enhancing client engagement and revenue growth through its various features and integrations.