Connect Bidsketch integrations
Draft professional sales proposals and collect secure electronic signatures in minutes by automating Bidsketch with Make. Connecting your account with our workflow automation tool lets you instantly generate proposals, track when clients view documents, and sync contact details. Sign up for a free account today to construct your first deal-closing pipeline.
Bidsketch
This app is supported and maintained by Make.
Triggers and actions
Developed, supported and maintained by community users.
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Bidsketch
Popular Bidsketch workflows
Connect Bidsketch to Make and automate your proposal workflows. Save time by syncing client data with your favorite apps.
Create Trello cards for new proposals completed in Bidsketch
Every time a new proposal is accepted or declined in Bidsketch, Make will automatically create a new card in Trello.
Get Slack notifications about new proposals completed in Bidsketch
Every time a new proposal is accepted or declined in Bidsketch, Make will automatically send a notification message to a specified channel/chat in Slack.
Create Bidsketch proposals from new Google Sheets spreadsheet rows
Every time a new row is added to a Google Sheets spreadsheet, Make will automatically create a new proposal in Bidsketch. The template uses this example spreadsheet.
Automate Your Proposal Workflows by Integrating Bidsketch with Make
By integrating Bidsketch with Make, you can instantly sync client data, generate proposals from Google Sheets, and update Slack and Trello. Automate your entire sales process and eliminate manual work today.
Effortless client importing
Automatically turn new CRM contacts into Bidsketch clients so you never have to copy and paste contact details manually.
Real-time team updates
Get instant Slack notifications the moment a client accepts or declines a proposal.
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Instant proposal creation
Generate new proposals automatically whenever a new row is added to your Google Sheets.
Smooth project handoffs
Automatically create Trello cards from accepted proposals to start working on new projects without delay.
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FAQs
How do I get started with Make?
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.