Find your fit
Who it is for
The vendor points to design, development, marketing, advertising and SEO agencies. The workflow is also relevant to a solo service provider who repeats similar scopes but changes the client, price and optional work each time.
Teams can use reusable sections and fees to keep a proposal process consistent. A buyer should decide which parts need fixed wording, which can be edited per client, and who is responsible for checking the final scope and amount before it is sent.
The work it supports
Core capabilities
A new proposal starts with an existing or new client, project name and template. Sections can contain formatted text, links and images; saved sections can be reused in later proposals. Copying a prior proposal is another starting point, but copied material still needs a client-specific review.
Fees may be fixed, hourly, monthly, yearly or custom. A sender can add taxes and discounts and mark specific fees optional, allowing a recipient to select extra work while reviewing. Check that any optional total, billing cadence and tax wording remain clear in the delivered proposal.
The author can preview the proposal and its PDF, then email a proposal link to one or more recipients. A recipient can review it in a browser, download a PDF, select optional fees, comment, and accept or decline. A test preview is useful before sending a real customer quote.
The dashboard supports proposal status search and filters. Client activity can show email opening, viewing duration, PDF downloads and acceptance; notifications report views, comments and status changes. These signals can guide a follow-up, though an open or view does not prove that a client read or agreed to the terms.
Solo, Team and Business include a built-in signature flow. A recipient can type or draw a name after acceptance, and the sender can choose whether one or both parties sign. Signed proposals are described as locked, with a signed PDF available; confirm that the audit record and process meet the legal and internal requirements for each document.
The vendor offers a custom proposal domain on qualifying plans and an approval message for next steps after acceptance. The separate starter offer excludes custom domains, so check plan rights before treating branding as part of the purchasing decision.
Understand the offer
Pricing and getting started
Current monthly pricing shows Solo $29 for one user, Team $79 for up to three, and Business $149 for up to eight. Yearly billing displays equivalent monthly amounts of $23, $47 and $119, respectively, billed yearly. The page uses dollar signs without a currency code; check checkout currency, taxes and the actual annual charge.
The three main plan cards list unlimited proposals and clients, proposal analytics, electronic signatures, custom domains, collaboration and team management. A separate $15/month starter offer is described as one user and 25 clients without e-signatures or custom domains. Confirm whether the starter offer and its exact remaining rights are available during signup.
Bidsketch advertises a 14-day trial. Its Solo signup form asks for card and billing details, while the pricing page says cancellation during the trial avoids a charge. Record the actual trial end date in the account; the signup form's dynamic calendar date should not override the 14-day terms without confirmation.
The pricing FAQ says plan feature changes take effect immediately but the billed amount changes at the next billing date. An older help article describes monthly account pausing and permanent data deletion; verify the current options and export needed material before cancelling or deleting.
Look a little closer
Before you choose
Build a sample proposal with realistic sections, a recurring or fixed fee and one optional line. Preview both browser and PDF versions, then inspect how the recipient sees price choices and acceptance before migrating a template library.
Check signer selection, the locked final version and the downloadable signed PDF against the intended transaction. Vendor claims about legal validity do not establish suitability for every jurisdiction or document; review the rules and evidence requirements that apply to your work.
Compare the main plans with the separate starter offer, especially seat count, 25-client starter limit, signatures and custom domain. Treat the yearly figures as equivalent monthly display amounts and confirm the total charged at checkout.
Before starting the card-required trial, note the trial deadline and decide how the team will preserve proposals if it changes plans, pauses or deletes the account. A copied proposal and signed PDF should be checked as part of that exit plan.
9 distinct sources behind this profile. Research observed Oct 20, 2026. Features and offers can change.
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