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Proposal & Invoice Management

Bidsketch, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Bidsketch account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Proposal & Invoice Management
  • Connects with a key
  • 35 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Bidsketch is

Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently.

You paste in a key from your own Bidsketch account. It is kept encrypted, and you can withdraw it from inside Bidsketch whenever you like.

How a run works

One message in, the work done in Bidsketch.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Bidsketch. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Bidsketch account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

35 tools it already has

What it can do in Bidsketch

These are the ready-made tools your AI employee already has in Bidsketch. It is not limited to them, but it never has to be taught these.

  • Create ClientTool to create a client. use when adding a new client record to bidsketch.
  • Create FeeTool to create a fee. use when you need to add a reusable fee to the account before adding it to a proposal. ensure required fields are set (e.g., unit for custom fees).
  • Create Proposal FeeTool to create a proposal fee. use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.
  • Create Proposal SectionTool to create a proposal section. use after confirming a proposal exists to add a new opening or closing section.
  • Create SectionTool to create a section. use when you need to add a new section to your account before including it in proposals.
  • Create WebhookTool to create a webhook. use when your endpoint is ready to receive event notifications and must return http 200 ok.
  • Delete ClientTool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
  • Delete FeeTool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
  • Delete ProposalTool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
  • Delete Proposal FeeTool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
  • Delete Proposal SectionTool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
  • Delete SectionTool to delete a section. use when you need to permanently remove a saved section after confirming its id.
  • Delete WebhookTool to delete a webhook. use after obtaining the webhook id to remove it.
  • Get ClientTool to get a client by id. use when you need detailed client info after obtaining its id.
  • Get Client ProposalsTool to list proposals for a specific client. use after confirming the client id exists.
  • Get ClientsTool to retrieve all clients. use when you need to list all clients on the account.
  • Get FeeTool to get a single fee. use when you need detailed information about a fee by its id after confirming its existence.
  • Get FeesTool to list all the fees for the account. use when you need to fetch every saved fee.
  • Get ProposalTool to get a proposal by id. use when you need detailed information for a specific proposal after obtaining its id.
  • Get Proposal ContentTool to get a proposal with all its content (sections and fees). use when you need a full proposal in one call.
  • Get Proposal FeeTool to get a single fee item for a proposal. use when you need detailed information about a specific fee before updating or displaying it.
  • Get Proposal FeesTool to list all fees for a proposal. use after confirming the proposal id exists; supports pagination.
  • Get Proposal SectionTool to fetch a single proposal section. use when you need detailed information for a section after listing proposal sections.
  • Get Proposal SectionsTool to get all sections for a proposal. use when you need to list opening or closing sections by proposal id.
  • Get Proposal StatsTool to get proposal statistics. use when you need the total count of proposals for the account.
  • Get ProposalsTool to retrieve all proposals for the account. use when you need an overview of existing proposals.
  • Get SectionTool to fetch a section by id. use when you need detailed section information after confirming its id.
  • Get SectionsTool to list all sections. use when you need to retrieve saved sections for your account.
  • Get TemplatesTool to list all proposal templates saved for the account. use when you need to fetch available templates before creating a new proposal.
  • Update ClientTool to update a client. use when you need to modify existing client records with new data.
  • Update FeeTool to update a fee. use when you need to modify existing fee records with new data after verifying current values.
  • Update ProposalTool to update a specific proposal's details. use after retrieving a proposal to apply changes.
  • Update Proposal FeeTool to update a proposal fee. use when modifying specific properties of an existing fee within a proposal after verifying its existence.
  • Update Proposal SectionTool to update a proposal section. use when you need to modify the name or content of an existing section after verifying its existence.
  • Update SectionTool to update a section. use when you need to modify an existing section after confirming its id.
Access, and who is in charge of it

You stay the boss of your Bidsketch account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Bidsketch account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Bidsketch is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Bidsketch and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about Bidsketch

Can an AI employee really work inside Bidsketch?
Yes. It signs in to your own Bidsketch account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Bidsketch?
No. Nothing moves and nothing is replaced. Your records stay in Bidsketch, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Bidsketch account?
You paste in a key from your own Bidsketch account. It is kept encrypted, and you can withdraw it from inside Bidsketch whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Bidsketch?
It has 35 ready-made tools in Bidsketch today, among them Create Client, Create Fee and Create Proposal Fee. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Bidsketch and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Bidsketch and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Bidsketch?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Bidsketch is written down with what it did and when.