SPIRITTBidsketch

Bidsketch
From scope to a complete proposal

SPIRITT builds Bidsketch proposals from approved scope and pricing, maintains reusable sections and fees, and runs the sales follow-through around proposal activity. Every package is checked against its saved content.

SPIRITT Workspace input reading Connect me to Bidsketch, with the Bidsketch icon in a compact app tile.

What you can do with Bidsketch.

  • Complete commercial packages

    Create client proposals with opening sections, closing sections, and explicit fee lines.

  • Reusable sales assets

    Maintain account-level fees and sections so approved pricing and language stay consistent.

  • Acceptance into delivery

    Connect proposal events to CRM updates and accountable project handoffs.

Get started in three steps.

01

Open your workspace

Start a SPIRITT workspace and describe the outcome: build a proposal assembly desk or maintain reusable fee schedules.

A workspace connected to customer records
02

Connect Bidsketch

Connect Bidsketch with your API key and provide the client, approved scope, pricing rules, and proposal content to use.

SPIRITT Workspace input reading Connect me to Bidsketch, with the Bidsketch icon in a compact app tile.
03

Hand over the mission

Choose the records and rules. SPIRITT carries the work through to a checked result: build a scope library, with follow-through in your connected apps.

Sales records and recurring follow-through workflows

From scope to a complete proposal

Questions

Bidsketch, with SPIRITT.

01What can SPIRITT do with Bidsketch?+
SPIRITT builds Bidsketch proposals from approved scope and pricing, maintains reusable sections and fees, and runs the sales follow-through around proposal activity. Every package is checked against its saved content.
02How do I connect Bidsketch?+
Connect Bidsketch with your API key and provide the client, approved scope, pricing rules, and proposal content to use.
03Can it send a Bidsketch proposal?+
This connection creates and updates proposal content, sections, and fees, but does not expose a native send action. SPIRITT still completes proposal assembly and runs customer follow-up through connected channels.
04Can it reuse pricing and scope blocks?+
Yes. Account-level fees and opening or closing sections can be listed, created, and updated, then used to assemble checked proposal content.
05What does proposal statistics tell us?+
The statistics action returns total proposal count. Detailed reporting must use actual proposal records; it is not a native won-revenue or conversion-rate report.
06How does ongoing Bidsketch work run?+
SPIRITT can subscribe to supported client and proposal events, then retrieve current proposal content before acting. Scheduled reconciliation keeps CRM and delivery handoffs aligned without duplicate projects.
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