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 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 https //www bidsketch com/contact/ directly requirements to use the bidsketch app in make, you must have an active bidsketch account with admin access to obtain an api token, https //www bidsketch com/ for subscription, refer to the https //www bidsketch com/ connect bidsketch and {{product name}} to get started, you must first create a connection between bidsketch and {{product name}} , 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 {{product name}} , 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 {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help bidsketch com/article/76 using the bidsketch api create the connection in {{product name}} https //www make com/en/register , add the bidsketch module to your {{scenario singular lowercase}} , 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 docid\ so88fm6pkt0g adkddfzz page bidsketch modules after connecting to the bidsketch app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a client add a new client record to your account create a fee creates a new fee record in your account create a proposal generate a new proposal document tailored for a selected client create a proposal from a template generates a new proposal using a specified template of your choice delete a client remove a selected client from your account delete a fee deletes a specific fee using its unique id delete a proposal deletes a specific proposal identified by its unique id get a client retrieve detailed information about a specific client get a fee retrieves detailed information about a specific fee using its unique id get a proposal retrieves detailed information about a specific proposal using its unique id make an api call executes a custom api request to the connected service using your authorized credentials update a client update the details of a specific client using their unique id update a fee updates the details of a specific fee using its unique id update a proposal updates the details of a specific proposal identified by its unique id watch new clients triggers when a new client record is added to your system watch new proposals triggers when a new proposal is created and saved for the first time in the system watch a proposal accepted or declined triggers when a proposal's status changes to either accepted or declined watch a proposal sent to client triggers when a new proposal is sent to a client from your account watch a proposal viewed triggers when a client opens and views a specific proposal templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} bidsketch resources you can have access to more resources related to this app on the following links https //www bidsketch com/ https //github com/bidsketch/bidsketch api https //www make com/en/integrations/bidsketch