Table of Contents
Bidsketch has really changed how I handle bids, giving me an experience that I’ve never had before based on how I use it. As someone who works in business a lot, I’ve found Bidsketch to be an essential piece of professional proposal management software that saves time and makes proposals better without any trouble. This website stands out because it makes it easy to make great proposals in just a few minutes. It has earned the trust of many multinational businesses. It’s unique because it has an easy-to-use interface that lets business leaders and their teams make complete, personalized offers with just a few clicks.
From my own experience, being able to reuse proposal templates, content, price items, and designs has been a huge help. It makes sure that every proposal is consistent and runs smoothly. One great thing about Bidsketch is its huge content library, which has great examples of content that helped my team get started on writing the proposal. Not only is the software easy to use, but it also lets teams easily connect to other files and resources within their proposal material. This makes the whole process more streamlined and collaborative.
Regarding income, Bidsketch’s claims that it can help businesses make 32% more money are supported by my experience with it. Making pricing things optional and giving people the choice to have them automatically added to the sales document is the key. This adaptability is a strategic benefit that lets businesses meet the needs and wants of a wide range of customers.
Bidsketch Specifications
The proposal and contract management software known as idsketch is a user-friendly and comprehensive piece of software that has the potential to save organizations time and improve their sales process. However, it might not be appropriate for organizations that make highly customized offers or have workflows that are particularly complicated.
| Feature | Description |
|---|---|
| Proposal Creation | Drag-and-drop interface, pre-built templates, custom modules, rich text editing, media embedding, collaboration tools |
| Contract Management | Standardized contracts with e-signature, automated reminders, version control, document sharing |
| Client & Project Management | Centralized client and project database, customizable workflows, status tracking, communication tools |
| Reporting & Analytics | Proposal performance metrics, win rates, client feedback, revenue tracking |
| Integrations | Connect with popular CRM, accounting, and design tools |
| Security & Compliance | Data encryption, GDPR compliance, audit trails |
| Visit Website |
What is Bidsketch?
Bidsketch is a company that offers professional proposal services. These services have helped thousands of new businesses close major agreements in a matter of minutes, saving them thousands of hours of time in the process. The goal of Bidsketch is to streamline online services in order to save time on each proposal that is being made in the system.
Additionally, the platform is designed to discuss specific strategies that can assist users in winning more businesses through the proposals that are being prepared in the platform. By utilising the platform, its users have been able to distinguish themselves from the rest of the competition and obtain a clear competitive advantage. This is because the platform has enabled them to close more sales and acquire more customers.
Bidsketch review: Tracking client interaction
A number of useful capabilities are available in Bidsketch for the purpose of monitoring client interaction with proposals. These features include the ability to track when a client opens the proposal, downloads the PDF version, and the amount of time spent viewing the online version. The user is able to evaluate the level of general interest and reactivity thanks to these insights, which provide a comprehensive picture of engagement with customers.
However, there is a possibility that some customers will find the platform deficient in the ability to perform more granular tracking. In contrast to other platforms that are comparable, Bidsketch does not yet offer precise information regarding the sections of the proposal that the client has examined or the amount of time that has been spent on each section within the proposal.
For the purpose of gaining a more nuanced grasp of the client’s preferences and objectives during the process of proposal evaluation, this additional extensive information could prove to be valuable. For users who place a high priority on conducting in-depth analytics on client engagement on a section-by-section basis, it may be worthwhile to investigate alternative platforms that provide such granularity.
Bidsketch review: Proposal creation capabilities
There are three parts to the Bidsketch proposal preparation process: Opening, Fees, and Closing. There are parts in each split that can be changed, rearranged, and saved to a library for later use. You can start from scratch or use one of more than 30 pre-made templates to make your plan. But the only easy way to see a preview of a plan is to choose it as the template you want to use. The ideas are very specific to certain industries, so it may not be necessary to compare them. However, a template “preview” function would be helpful for the platform.
While the three sections with the fees in the middle may seem like an odd way to create a proposal, they are flexible enough to make sure that the story fits the needs of the client. It is important to carefully go over any proposal form to make sure it is convincing to the people who will be reading it. The templates are well organized and have parts that are useful.
The Fees section lets you choose from a wide range of things that are included or not, as well as fee schedules and currencies. Bitsketch has a very useful feature called “variable,” which lets you add information about a company or client, like names and addresses, to text with a variable. When the proposal document is made, the variable is automatically changed to the right client. This automation makes it possible to repeat material while still making it unique, which speeds up the process of making proposals.
Bidsketch review: The client experience
You have the option of sending an encrypted link to your company’s email address on the Bidsketch platform, or you may send an email to your clients straight from the platform. When the customer clicks on the link, they are taken to the website of the proposal, which contains a digital version of the document. A prominent ‘Accept’ button and an easily accessible navigation bar are located at the bottom of the browser display, which can be described as clean. There is also the possibility for the client to provide feedback on the proposal.
Despite the fact that the proposal can be exported as a PDF, it is imperative that the PDF be validated before the digital version is sent. This is due to the fact that even minor alterations in formatting can result in problematic page breaks in the PDF version. While it is simple to incorporate appropriate page breaks into the design process, it is imperative that they not be overlooked.
Bidsketch review: Support and security
Among the various help mechanisms that the company provides, the most important one is the support documentation website known as Bidsketch. There is a web-form that consumers can utilise to send direct questions, despite the fact that there is no live chat option available. We were able to test an email response that arrived in fewer than twenty-four hours and provided an answer that was not only helpful but also customised.
Although the platform asserts that the client links are encrypted for security reasons, there is no additional information available on the encryption process to clarify how client information is protected. This is despite the fact that the platform states that the client links are encrypted. Within the settings of the account, there is a choice that can be made to ensure that all interactions with customers are in compliance with the General Data Protection Regulation (GDPR).
Final Words
Based on my experience with proposal tools, Bidsketch makes the process of making a proposal easier. It makes it easier to make proposals because it can successfully integrate client information. Customers can use pre-existing information in a content library, which saves them time when making proposals that look good. The flexible fee system stood out to me when I used it. Bidsketch lets users change how prices are set for each plan. Because it is so flexible, the plan can help a wide range of businesses and projects. Although the platform has some limitations when it comes to design, customer tracking, connections, and support.
Bidsketch review: The Good and Bad
Bidsketch gives you online tools to make, change, send, and get approval for proposals. It’s really very easy. It has pre-written text that can help you get started quickly, and you can also get great tips by email to help you get started. It also works with visual proposals, and you can add as many pictures and movies as you want. You can also include links to other files and tools in the body of your proposal.
The Good
- Streamlined Proposal Creation
- Diverse Template Options
- Efficient Electronic Signatures
- Seamless Client Collaboration
- In-depth Analytics for Monitoring
The Bad
- Learning Curve for New Users
- Advanced Features May Require Training
- Limited Free Plan Features
Questions and Answers
Bidsketch was initially established as a sole proprietorship in the southern region of Florida. Since then, it has expanded to the point where it has assisted over 2,000 paying customers in acquiring new business worth billions of dollars and saving thousands of hours in the process. We concentrate on the following three things: We put in a lot of effort to ensure that you are satisfied with our customer service.
Through its ability to streamline the process of proposal creation, Bidsketch can help you save both time and money over time. Moreover, it can assist you in enhancing the quality of your proposals and acquiring a greater number of customers.