Question 1

What manual work around proposal creation can I automate with Bidsketch?

Accepted Answer

You can automate the trigger that sends proposal data into Bidsketch, such as automatically creating a new proposal when a contact reaches a certain stage in your CRM or when a form submission arrives. You can also automate what happens after a proposal is generated, like sending it to contacts, logging it in a database, or notifying team members. However, the actual proposal content creation within Bidsketch itself still requires manual input of your custom terms, pricing, and project details.

Question 2

How does data flow between Bidsketch and other business tools?

Accepted Answer

Bidsketch can receive contact information, project scope, and pricing data from external sources like CRMs, forms, or spreadsheets through automation platforms that connect to Bidsketch's API or webhooks. Once a proposal is generated in Bidsketch, you can automate the flow of the proposal link, status, or signed confirmation back to your other tools for tracking and record-keeping. Check Bidsketch's API documentation to understand which fields can be read and written programmatically.

Question 3

What causes automations with Bidsketch to break or fail?

Accepted Answer

Automations often fail when required fields in Bidsketch (such as contact email, project name, or proposal template selection) are missing or misformatted from the incoming data. If your source tool changes field names or structure, the automation may stop passing data correctly. Additionally, if you delete or rename proposal templates in Bidsketch after setting up automation, the automation may fail to find the specified template. Test automations thoroughly with sample data and keep field mappings documented.

Question 4

How should I organize Bidsketch templates and data for reliable automations?

Accepted Answer

Create and name your proposal templates with automation in mind, using clear, consistent naming conventions that won't change. Ensure that your source systems (CRM, forms, databases) have clean, standardized data and match the exact fields Bidsketch expects. Set up a test proposal template separate from production templates while building automations. Document which fields from your source tools map to which Bidsketch fields so that anyone maintaining the automation can understand and troubleshoot the connection.

Automate the manual work in Bidsketch

Bidsketch by the numbers

Top 5 Bidsketch friction points when done manually

Bidsketch quotes sitting in drafts

Manual tracking of Bidsketch quote status

Bidsketch data entry from email chains

Syncing Bidsketch quotes to accounting

Bidsketch template updates across projects

What you can automate in Bidsketch

Add approved Bidsketch proposals to Google Sheets as rows

Add approved Bidsketch proposals to Slack as notifications

Add approved Bidsketch proposals to Trello as project boards

Add new Drip leads to Bidsketch as clients

Add new inbound Gmail leads to Bidsketch as clients [Business Gmail Accounts Only]

Tools commonly connected to Bidsketch

Bidsketch Automation questions

Ready to automate your work in Bidsketch?