About Bidsketch
Bidsketch is a proposal software that enables businesses to create, customize, and send professional proposals in minutes. It streamlines the proposal process with templates, e-signature capabilities, and tracking to help teams close deals faster.
Saysimple customers use Bidsketch integration to deliver proposals directly through WhatsApp conversations, eliminating email delays and increasing client engagement. When a proposal is ready, agents can instantly share it with prospects in their active chat thread, track opens and signatures in real-time, and follow up immediately—all without switching platforms. This accelerates sales cycles for service-based businesses, consultancies, and professional services firms managing multiple client conversations simultaneously.
Popular use cases
Send Proposals Mid-Conversation on WhatsApp
A consulting firm receives an inquiry via WhatsApp. Instead of switching to email, the agent creates a proposal in Bidsketch and shares the link directly in the conversation. The client reviews and signs it on their phone without leaving WhatsApp, cutting proposal-to-signature time from days to hours.
Track Client Engagement Without Leaving Saysimple
Real estate agents manage multiple property inquiry conversations in Saysimple. When they send a proposal through Bidsketch, open and signature notifications appear in the shared inbox, allowing the team to see exactly when clients engage and follow up at the right moment without manual checking.
Automate Proposal Sends Based on Conversation Triggers
With Saysimple automations, a service business automatically triggers a Bidsketch proposal when a customer reaches a specific point in conversation (e.g., requests pricing). The proposal is sent via WhatsApp instantly, reducing manual admin work and ensuring consistent, fast response times across the team.
