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9.0

Spot Score

Bidsketch - Proposal Software

Bidsketch Review: Is It The Right Proposal Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

Free Trial & Free Plan Available

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SpotSaaS Analysis for Bidsketch

Bidsketch at 4.1/5 from 56 reviews and SpotScore 9/10 serves proposal managers and sales representatives at small to medium businesses who need fast proposal creation with customizable templates. The platform replaces manual document assembly with pre-built, editable templates that cut proposal prep time. Integration options extend to Zapier, though native connectors beyond that are limited, which can slow automation for teams using specialized tools.

Proposal software automates the creation, customization, and delivery of sales proposals. It replaces email-based back-and-forth and manual formatting, letting teams send professional proposals in minutes instead of hours.

Quick picks:

Best overallBidsketchBest for small sales teamsBidsketchBest for template customizationBidsketchBest free optionBidsketch

What is Bidsketch?

Bidsketch is proposal software designed for managing, tracking and analyzing sales pipeline. Bidsketch takes all of the grunt work out of identifying who is doing what, when it's due and why (or even if) user is going to lose business. Bidsketch allows a proposal team to collaborate on the same document from almost anywhere, drastically reducing time spent collecting information and creating proposals that will win new business.

Pricing

  • Free Trial available

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

GDPR
  • Data residency:🇺🇸

Bidsketch Software Demo

Bidsketch was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider Bidsketch

Use cases
Sales teams managing proposal workflows, Consulting firms creating client proposals, Agencies preparing customized service bids
Team types
Proposal managers, Sales representatives
Company size
Small Business, Medium Business
Workflow style
Simple and streamlined
Setup complexity
Low

Why teams choose Bidsketch

  • Detailed and customizable templates that save significant proposal preparation time

  • Integrated e-signature and proposal tracking features enhancing deal closure efficiency

  • Quick editing capabilities without programming or design skills

Is Bidsketch right for you?

Best for small to medium sales teams needing streamlined, template-driven proposal management.

Choose Bidsketch if

  • You want detailed, customizable templates that significantly reduce proposal preparation time
  • You need integrated e-signature and proposal tracking to enhance deal closure efficiency
  • Your team requires quick editing without needing programming or design skills

Consider alternatives if

  • Your organization demands extensive native integrations beyond Zapier for automation
  • You require highly concurrent multi-user editing without errors for seamless collaboration

What buyers should know before shortlisting Bidsketch

Bidsketch is a proposal tool built for service businesses that need to send, track, and close proposals faster than email or Word documents. Before shortlisting, verify that your workflow fits its core use case: creating templated proposals, sending them with e-signature capability, and tracking when clients open them.

The platform works best for agencies, consultants, and contractors sending 5–50 proposals per month; if you need custom proposal logic or heavily branded PDFs, test the template editor in a demo first. Check integration fit carefully.

Bidsketch connects natively to FreshBooks, Zapier, and a limited set of CRMs. If you use Salesforce, HubSpot, or Pipedrive, you'll route proposals through Zapier or manual export—not a direct sync.

The UI hasn't been updated since 2021, so expect dated navigation and form layouts. Ask the sales team for a roadmap on UI refresh before committing to a multi-year contract.

Pricing is per-user, not per-proposal, so costs scale with team size. Confirm whether your plan includes unlimited proposals and e-signatures, or if those are add-ons.

The free tier limits you to 5 proposals and no tracking—test it first to confirm the paid tier's feature set matches your needs. Request a demo focused on your actual proposal template and integration points rather than the generic walkthrough.

Pros and cons

Bidsketch pros and cons

  • Bidsketch pros
  • Detailed and customizable templates that save significant proposal preparation time

  • Integrated e-signature and proposal tracking features enhancing deal closure efficiency

  • Quick editing capabilities without programming or design skills

  • Bidsketch cons
  • Limited native integrations beyond Zapier restrict seamless automation

  • User interface design is outdated and less appealing

4.1/5 rating
12 verified reviews
Free trial available

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See how it stacks up

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Bidsketch reviews and ratings

Buyer sentiment

Users generally appreciate Bidsketch for its time-saving templates and integrated features, though some find the interface outdated and collaboration challenging.

What buyers like

  • Ease of use
  • Template customization
  • Proposal tracking and e-signature

Common complaints

  • Limited integrations
  • Multi-user editing issues

4.1

Very Good

Based on 56 ratings & 12 reviews

Rating Distribution

Excellent

(8)

Very Good

(2)

Good

(0)

Poor

(1)

Poor

(1)

What users are saying

LP

L. P

09/18/19

4 out of 5

An Easy to Use Reasonable Price Proposal Solution!

What do you like best? Bidsketch is awesome, it allows me and my team to prepare, organize and send out proposals fast to clients. As a marketing ...

Read more

UI

User in Information Technology and Services

05/29/19

0 out of 5

Just... Okay.

What do you like best? the functionality was fine, but it did not look very appealing for a proposal/pricing software. What do you dislike? ...

Read more

UI

User in Insurance

05/27/19

5 out of 5

Great tool to create and share proposals.

What do you like best? Ability to create contracts and even have them signed. Can integrate other documents as well to create the most professional ...

Read more

RC

Richard C

05/22/19

5 out of 5

Flexible proposal tool

What do you like best? Capacity to make and alter existing layouts is a key element in Bidsketch-this apparatus engages the business group to ...

Read more

AL

Anita Link, BS, BASI

05/06/19

5 out of 5

Very thorough with lots of extras

PROS & CONS What are the best aspects of this product? I appreciate that the benefits of the services you offer are already defined for you. In ...

Read more

EK

Eric K

01/07/19

5 out of 5

The last proposal tool you'll ever need.

What do you like best? 1. E-Sign 2. Ability to see when client views the proposal 3. Ability to integrate with freshbooks 4. Save time by having a ...

Read more

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What are the features of Bidsketch?

35%

Feature coverage

11 of 31 tracked features

The access control structure is a crucial characteristic that distinguishes a digital asset management system from other storage systems. Yo…

Alert Notifications are an essential feature of software that provide users with real-time updates and important information. These notifica…

The approval workflow is a standard corporate procedure in which data must be signed off at a given point. Approval procedures necessitate v…

Collaborative editing is a powerful feature that allows multiple users to work together on a single document or project in real-time. This f…

Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…

Customer Pipeline is a feature that is designed to facilitate the management of customer relationships for businesses. It refers to a struct…

To improve attraction, brands are turning to individualized branding tactics. Brands are putting more power in the hands of consumers than e…

Document Analytics is a powerful software feature that provides users with insights into the content and structure of documents. It uses adv…

Document Audit Trail is a vital feature of software systems, designed to track and record any changes made to a document throughout its life…

PDF Export is a widely used software feature that allows users to convert digital documents or files into PDF format. This feature has becom…

A legal means of obtaining permission or approval on electronic documents or forms is to use an electronic signature, often known as an e-si…

Security & Compliance

Bidsketch security and data handling

Key compliance certifications and security features for IT and security teams evaluating Bidsketch.

Certifications

GDPR✓ Certified
HIPAA✗ Not certified

Security features

Data Encryption✓ Yes

Developer & data

Data residency
🇺🇸

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Help & Contact

Bidsketch Support Options

Customer ServiceOnline
LocationPortland, OR

Connect with Bidsketch

Frequently Asked Questions About Bidsketch

Common questions buyers ask before choosing Bidsketch.

Bidsketch is a Proposal Software. Bidsketch offers PDF Export, Collaborative Editing, Document Analytics, Document Audit Trail, Approval Workflow and many more functionalities.

Bidsketch is a strong fit if: You want detailed, customizable templates that significantly reduce proposal preparation time; You need integrated e-signature and proposal tracking to enhance deal closure efficiency. Consider alternatives if: Your organization demands extensive native integrations beyond Zapier for automation; You require highly concurrent multi-user editing without errors for seamless collaboration.

Buyers commonly note the following limitations of Bidsketch: Limited native integrations beyond Zapier restrict seamless automation; User interface design is outdated and less appealing; Simultaneous multi-user editing can cause errors and complicate collaboration.

Some top alternatives to Bidsketch includes PandaDoc, Proposify, Better Proposals, Proposable and Proposa.

Bidsketch offers Free Trial, Freemium, Subscription pricing models

We don't have information regarding integrations of the Bidsketch as of now.

The starting price of Bidsketch is $15

Ready to try it?

Get started with Bidsketch

Start your free trial — no credit card required.

About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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