Proposify VS Bidsketch

Proposify Pricing

Bidsketch Pricing

Proposify

• Document Automation: Quickly generate on-brand, professional proposals and agreements.
• Template Library: Access and customize a wide range of pre-designed, branded templates.
• CRM Integration: Pull data directly from popular CRM platforms to reduce manual entry and eliminate errors.
• Interactive Quoting: Build error-free, interactive quotes allowing prospects to select options or quantities.
• E-Signatures & Payments: Legally binding signatures and embedded payment options built into proposals.
• Real-Time Analytics: Track prospect engagement with notifications on opens, views, and section-level metrics.
• Role-Based Permissions: Lock down elements and set user permissions to ensure brand consistency.
• Approval Workflows: Automate management approvals based on deal or discount size.
• Collaboration Tools: Allow multiple users to co-author and approve documents securely.
• Centralized Content Library: Organize reusable sections, templates, and images for quick assembly of documents.

Bidsketch

• Customizable Proposal Templates: Build and reuse templates to create professional proposals quickly.
• E-signature Integration: Capture client signatures electronically for faster approvals.
• Real-Time Analytics: Get instant notifications when clients view proposals.
• Up-Selling Functionality: Add optional or automated pricing items to maximize revenue.
• Client Landing Pages: Offer a dedicated space for clients to view, comment, and approve proposals.
• Automated Approval Messages: Guide clients on next steps after signing.
• Content Library: Access example content to streamline proposal creation.
• Multi-Media Support: Embed images, videos, and files inside proposals.
• PDF Export: Option to export documents for traditional workflows.
• Team Collaboration: Allow multiple users to build and manage proposals.

Proposify Use Cases

• Automating proposal creation and approval for sales teams.
• Designing and sending interactive quotes with real-time updates.
• Managing contracts and agreements for consulting or service-based businesses.
• Tracking engagement and optimizing sales follow-up with actionable analytics.
• Collecting legally binding e-signatures for sales documents and contracts.
• Integrating proposal processes with existing CRM and invoicing tools.
• Scaling document workflows for agencies managing multiple brands or clients.
• Reducing errors and turnaround time in proposal delivery for fast-growing companies.

Bidsketch Use Cases

• Sales proposal creation for individuals or teams
• Client onboarding with professional landing pages
• Contract approvals with e-signatures
• Up-selling additional services through optional proposal fees
• Streamlining RFP responses for agencies
• Tracking client engagement for sales follow-ups
• Reducing administrative time spent on proposal formatting

Proposify FAQs

• What is included in the free trial?

  The free trial provides access to all features on the Team plan for 14 days, allowing users to create and send real proposals to clients.
• Can I cancel my account?

  Yes, you can cancel your account at any time during your billing cycle and maintain access to Proposify features until the end of the subscription period; refunds are not provided after payment processing.
• How does Proposify integrate with my CRM or tech stack?

  Proposify integrates with popular CRMs, invoicing, and project management platforms for seamless data transfer and automated workflows.
• Is my proposal data secure?

  Proposal data is protected with 256-bit SSL security, hosting on Amazon cloud, and compliance with GDPR and SOC2 standards, including ongoing security audits and encrypted document handling.
• Are templates customizable for my industry?

  Yes, Proposify offers 100% customizable templates and in-house design services to match your brand and specific industry needs.

Bidsketch FAQs

• Can clients sign proposals electronically using Bidsketch?

  Yes, Bidsketch offers integrated electronic signatures, allowing clients to approve and sign proposals online for faster deal closure.
• How can I track whether my client has viewed a proposal?

  Bidsketch provides real-time notifications and web-based analytics to inform you instantly when clients open your proposals.
• Is it possible to customize proposal templates for different clients or projects?

  Yes, Bidsketch allows full customization of proposal templates, content, and pricing items for each client or project.
• Does Bidsketch support embedding multimedia like images or videos?

  Yes, you can embed images, videos, and link to other files or resources within your proposals.
• What are the next steps after a client approves a proposal?

  Upon approval, automated approval messages can be sent to clients, outlining the next steps such as deposits, onboarding guides, or project instructions.

Uptime Monitor

Uptime Monitor