Bidsketch
 | Bidsketch is a proposal software that helps businesses create, track, and manage client proposals. Integrating Bidsketch with Make.com allows users to automate proposal creation, client follow-ups, and status tracking directly from their Bidsketch account. |
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This is AI-generated content based on official Bidsketch documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Bidsketch directly.
Requirements
To use the Bidsketch app in Make, you must have an active Bidsketch account with admin access to obtain an API token, create your account on Bidsketch. For subscription, refer to the Bidsketch pricing page.
Connect Bidsketch and Make
To get started, you must first create a connection between Bidsketch and Make, allowing the two services to communicate.
Obtain your API Key in your Bidsketch account
Create the connection in Make.
Obtain your API Key in your Bidsketch account
Before you create the connection in Make, you should first obtain your API Key in your Bidsketch account.
To obtain your API Key :
Navigate to Account Settings.
Click the API and Integration tab.
Click the unique token link.
Copy the API key displayed on screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Bidsketch module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Bidsketch account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Bidsketch modules
After connecting to the Bidsketch app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Bidsketch resources
You can have access to more resources related to this app on the following links