BidSketch For Client Proposals

One of the harder parts of doing freelance work is creating proposals that win over clients and put food on your table.

BidSketch is a tool that enables you to set up really nice looking proposals, let clients accept proposals online using electronic signatures and link it all to the time tracking or accounting software you use like Harvest and Xero.

When I signed up for BidSketch last week I was skeptical. But here are some of the features I think make it a great way to handle proposals:

  • clients can accept or decline the proposal in the window
  • when you get an acceptance with an electronic signature, that’s a contract in law
  • there are templates that you can work from to write the proposal in a way that highlights the benefits to the customer

I haven’t sent my first BidSketch proposal yet, but working on the drafts is a lot easier than typing something up from a blank page in Google Drive!

I intend to use BidSketch for internal, on-the-job proposals as well (I’m a contractor). Documenting internal projects would be far easier. For example, you could link the proposal to a new Harvest project and have the time as “non-billable” so you can see how much time you’re spending on internal stuff.

The catch however is that it’s another SaaS subscription. That’s the rub for SaaS – each additional service costs you money. The plan I’d sign up for would be the US$29 / month one – US$360 / year.

In order to make BidSketch pay for itself, I’d only need to win one proposal. I think that’s as good a case as any for an SaaS product.

I look forward to testing different formats of proposals over the coming few months. You should check out the feature tour of BidSketch. I think economists doing consulting work would find it an easy segue into using more SaaS tools in their business.