#bidsketch

Review: Bidsketch proposal software

If you know Halo Media, then you know we’re all about processes. Processes that work. If you have a system in place, it saves you time and money, and we continually look at ways to further build on our systems.

THE PROBLEM:

Lately, we’ve been looking for a solution for quoting and proposals. Writing up proposals can be very time consuming, especially as the…

Received the first tactics from Ruben / Bidsketch. 

Our team writes many proposals for both new and existing clients. Previously, these proposals were written either in Microsoft Word or Pages for Mac. There was a lot of manual formatting required and a proposal could easily take five or six hours to write.

Barron Advisors likes to practice what we preach. One thing that we recommend to every client is to automate as many tasks as possible. While there is no way to complete automate proposal writing, there are ways to cut down on the redundancies.

Our team set out to find a proposal writing tool that would allow our advisors to spend less time writing and more time advising. We evaluated a few different systems, but found flaws with each.

Then one of our advisors found BidSketch.

BidSketch is an end-to-end proposal writing and management software that is offered as Software as a Service (SaaS). 

By far, the single best benefit is you do not have to duplicate information. The “sections” feature of BidSketch lets you save the canned text you use in just about every proposal, such as terms and conditions. While they are stored and available for all proposals, users are also able to change any of the sections in each proposal.

BidSketch is as close as it comes to universal proposal writing software. While our business primarily writes consulting proposals, BidSketch can be used by designers, writers, SEO companies or any professional or company that performs services based on an accepted proposal.

The feature we probably love best is e-signatures. Even better, they are offered as a standard feature. When you send a proposal off to a client, all they have to do is e-sign and you are able to get to work sooner. There is also an optional feature to require your own signature. This is perfect, as we include our advisory contract right inside of the proposal.

The runner-up to proposal e-signatures is custom domains. Since this proposal writing software is hosted by BidSketch, it is accessible through a web browser. Rather than going to bidsketch.com, we have our own subdomain setup on barronadvisors.com just for proposals. This looks more professional in the eyes of the client and helps us win more business.

Another great feature of BidSketch is that it integrates with other solutions. We have ours hooked in with FreshBooks, the software we use for accounting and billing. This tight integration saves our advisors and bookkeeper from having to duplicate information, which leads to less errors.

There are so many more features that this amazing proposal writing solution has. In fact, there are far too many to list here. The best thing to do is to try it for yourself. They offer a free 14 day trial and have affordable plans for solo freelancers all the way up to teams.