Bidsketch Reviews

Ability to create contracts and even have them signed. Can integrate other documents as well to create the most professional tool that I've used in a while.

Does not automatically export as a PDF. Have to do that separately. So just one extra step.

Created proposals for business to business sales in insurance to show prices and benefits.

Ability to create contracts and even have them signed. Can integrate other documents as well to create the most professional tool that I've used in a while.

Does not automatically export as a PDF. Have to do that separately. So just one extra step.

What problems are you solving with the product? What benefits have you realized?

Capacity to make and alter existing layouts is a key element in Bidsketch-this apparatus engages the business group to augment their time by having the option to rapidly alter the name, cost, and termination of the recommendations is one of the best resources of Bidsketch. The framework itself is point-and-snap simple to use without the requirement for programming or structure abilities. Its setup so you can create proposition layouts that rush to reuse for future undertakings, however can likewise be vigorously modified with various highlights, estimating, terms.

The powerlessness to create a connection to the proposition on interest you have to send an email with the connection to either your customer or yourself. This makes it trying in the event that you need to compose a custom email outside of BidSketch.

Beats having to physically compose recommendations and have customer sign, everything is done in one framework and speedy with the formats. Pull out all the stops.

This product has made it actually simple to make proposition and send them for your benefit. The procedure to make a full modified statement is very quick and simple, and you can without much of a stretch alter every one to be most significant to your items and estimating structures. It effectively makes and sends recommendations for your benefit, including every single essential choice and your terms and conditions. You can pick and pick what data you'd like to incorporate on every proposition, enabling clients to get snappy and exact recommendations.

1. E-Sign 2. Ability to see when client views the proposal 3. Ability to integrate with freshbooks 4. Save time by having a template 5. Ability to share link or email the proposal 6. Multiple Themes with ability to add logo 7. Ability to attach your domain to the proposal url

There has been no issues that prevent me from doing my job. The only thing I'd recommend is a way to suspend a proposal and retrieve it later instead of having to delete it all together for it to be private.

Beats having to manually type out proposals and have client sign, everything is done in one system and quick with the templates.

I stand out from the competition with a professional presentation and easy process to get contracts signed.

Ability to create and edit existing templates is a key feature in Bidsketch-this tool empowers the sales team to maximize their time by being able to quickly edit the name, price, and expiration of the proposals is one of the greatest assets of Bidsketch.

We've had issues when our team was working simultaneously on a proposal and the system got stuck. Before both team members could confirm the proposal was done it was sent to the customer, which wasn't ideal. We had to follow up with the customer to disregard the proposal and please wait for the update document.

Bidsketch is a great resource to create proposals and can help to reduce the sales cycle. Once the proposal is created it can easily be updated for new customers. The ability to track when a customer views and then accepts the proposal is a great resource for the sales team. I particularly like proposals can be set with an expiration date, allowing the sales team to follow up with the lead before the proposal expires.

This tool is allowing us to maximize our time by reducing the amount of time we create a proposal. Our sales completion cycle has improved as a result of this tool.

Pre-populated templates that were already pretty close to what we would use ourselves make it wasy to implement. The price was right, as we didn't need a lot of the other fancy features which make other smore expensive.

the page alignements can sometimes be off, so we have to tweak a little,

There are others out there with more features and better layout, but we stuck with this one becuase the content was already created and closely matched out own words, so it was easier to setup than some others.

quick and easy proposals for marketing agency

The system itself is point-and-click easy to use without the need for programming or design skills.

It's setup so you can develop proposal templates that are quick to reuse for future projects, but can also be heavily customized with different features, pricing, terms.

Pricing is very affordable, and with the ability to accept a digital signature, it's a no-brainer for selling services online.

Currently, you're unable to generate a link to the proposal on demand (you need to send an email with the link to either your client or yourself). This makes it challenging if you want to write a custom email outside of BidSketch.

It's a great system at a low price and I haven't seen any other platforms that come close in ease of use/feature mix.

Organizing proposals, marking them as lost/won, templatizing process, sharing with clients, tracking views/comments.

Bidsketch is awesome, it allows me and my team to prepare, organize and send out proposals fast to clients. As a marketing company, my business relies heavily on proposals. Prior to Bidsketch It would take me 2 hours to organized, gather information, and send it out to clients. Now that process takes less than 30 minutes.

The templates are detailed and easy to customize to your liking or your brand. You can add additional information to different sections of the template - allowing for quick and efficient use.

Overall, my experience has been great, the software saves us a lot of time and allows us to streamline some of our processes. Highly recommended, give it a try.

I wish for a little bit more native integrations with other applications. Zapier integration is a huge win but more seamless native integrations would have made this software 2X better. Also, I wish the UI was a bit more updated.

Bidsketch helps me and my team seamline sending out proposals. This process uses to take us 2 hours just to organize, gather information and send out to clients. Now we can do this in 30 minutes.