Bidsketch Overview
Bidsketch is a comprehensive proposal management software designed to streamline the process of creating, managing, and closing client proposals, ultimately helping businesses to save time and increase revenue.
What Bidsketch Does
Bidsketch is tailored for sales teams and professionals who need to generate professional client proposals efficiently. It simplifies the proposal creation process by providing a structured approach, allowing users to produce high-quality proposals in significantly less time.
Key Features and Functionality
Proposal Creation
- Bidsketch organizes proposals into three main sections: opening, fees, and closing. Users can populate these sections with pre-built content blocks and fees from a library, making the process highly efficient and repeatable.
- The platform offers over 30 industry-specific templates that can be customized and saved for future use.
Content and Design Reuse
- Users can reuse fees, content, and design elements across multiple proposals, saving hours of time and ensuring consistency in branding and quality.
Electronic Signatures and Approval
- Bidsketch allows clients to electronically sign proposals online, which is compliant with U.S. and international e-signature laws. Proposals can also be exported to PDF for printing and signing if preferred.
Client Engagement and Tracking
- The software provides client landing pages where clients can view, approve, comment on, and export proposals. Users receive notifications when clients view or interact with the proposal, helping to stay informed about the status of each proposal.
Custom Branding and Domain
- Bidsketch supports custom branding and allows users to use their own company domain (e.g., proposals.mycompany.com), ensuring a consistent brand experience for clients.
Analytics and Notifications
- The platform offers document analytics, showing how long clients viewed the proposal, which sections they interacted with, and other engagement metrics. Users are notified of every comment and proposal status change.
Integrations
- Bidsketch integrates with various CRM systems (like Salesforce and Highrise), accounting software (such as FreshBooks and Harvest), and project management tools (like BaseCamp). It also supports Zapier integration for broader connectivity.
Automation and Follow-Up
- Users can set automated messages to be displayed once a client approves a proposal, guiding them on the next steps. This feature helps in streamlining the follow-up process and enhancing client engagement.
Security and Compliance
- Bidsketch ensures that client communication complies with EU Compliance Consent (GDPR) and provides encrypted client links for security. Electronic signatures are backed by an audit log capturing email addresses, IP addresses, and other relevant information.
Additional Benefits
- Team Collaboration: Multiple users can collaborate on proposals in real-time, with different user roles (Power Users and Normal Users) to manage access and editing permissions.
- Payment and Invoicing: While payment gateways are limited, Bidsketch allows for invoice generation through integrations with accounting software like FreshBooks.
Overall, Bidsketch is a robust tool for creating, managing, and closing client proposals efficiently, with a focus on ease of use, automation, and client engagement.