Overview

Bidsketch is proposal software that helps sales professionals and teams create, send, and manage persuasive proposals quickly. It streamlines the proposal process with templates, e-signatures, and analytics to help close deals faster and increase revenue.

Features

11 features across 10 categories

Analytics(1)

Proposal AnalyticsPremium

Web-based analytics tracking when clients open proposals and real-time notifications for user actions

Also in: Hugging Face, Notion, Smartsheet

Automation(1)

Approval MessagesPremium

Automated messages shown instantly after proposal signing with next steps, instructions, new client guides, or project file requests

Also in: monday.com, Notion, Airtable

Client Experience(1)

Client Landing PagesPremium

Custom branded landing pages where clients can view, approve, export, and comment on proposals

Also in: ShareFile, Acuity Scheduling, SafeSend One

Content(2)

Content Library

Example content provided to help users get started quickly with proposal creation

Media Embedding

Ability to embed images, videos, and link to files and resources within proposal content

Also in: Squarespace, Hunter, Notion

Export(1)

PDF Export

Option to export proposals as PDF files

Also in: Looker, Hunter, MLflow

Integrations(1)

Third-Party Integrations

Integration capability with other apps and tools (specific integrations not detailed on page)

Also in: ReadMe, Hugging Face, Setmore

Notifications(1)

Open Notifications

Email notifications sent instantly when a client opens a proposal

Also in: Jira Service Management, Juro, Smartsheet

Pricing(1)

Optional Fees / UpsellingPremium

Feature to make pricing items optional and automatically include them in proposals, proven to increase revenue by 32% on average

Also in: ShipBob, Proposify, Shippo

Signatures(1)

Electronic SignaturesPremium

Built-in e-signature functionality for legally valid digital signatures, allowing clients to sign proposals online without printing or scanning

Templates(1)

Proposal Templates

Pre-built customizable proposal templates that can be instantly assembled with a few clicks, allowing reuse of templates, pricing items, content, and designs