Bidsketch

Proposal creation tool for clients, proposals, sections, fees, and reusable content blocks.

Supports proposal teams that draft client proposals from saved sections and fees, then refine, send, or remove drafts as needed.

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Example Use Cases

These are example ways Snow can use Bidsketch when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.

Create Client

Tool to create a client. Use when adding a new client record to Bidsketch.

Create Fee

Tool to create a fee. Use when you need to add a reusable fee to the account before adding it to a proposal. Ensure required fields are set (e.g., unit for custom fees).

Create Proposal

Tool to create a new proposal. Use when you need to create a proposal for a client with a name, description, and other details.

Create Proposal Fee

Tool to create a proposal fee. Use after confirming the proposal exists to add a cost line item; require unit when feetype is custom.

Create Proposal Section

Tool to create a proposal section. Use after confirming a proposal exists to add a new opening or closing section.

Create Section

Tool to create a section. Use when you need to add a new section to your account before including it in proposals.

Create Webhook

Create a webhook subscription in Bidsketch to receive real-time notifications when specific events occur. Webhooks enable your application to receive immediate notifications when events happen in Bidsketch, such as when clients are created or proposals are sent, viewed, accepted, or declined. Your webhook endpoint must be publicly accessible and respond with HTTP 200 OK to webhook POST requests. Bidsketch will retry failed deliveries up to 20 times. Common use cases: - Sync client data to your CRM when a new client is created - Trigger workflows when proposals are sent or viewed - Update project management tools when proposals are accepted - Send notifications to your team when proposals are declined

Delete Client

Tool to delete a client and all their proposals. Use when you want to permanently remove a client and its associated proposals from your account.

Delete Fee

Tool to delete a fee. Use when a saved fee is no longer needed. Use after confirming this fee isn't referenced in any live proposals.

Delete Proposal

Tool to delete a proposal and all its content. Use after confirming the proposal ID to prevent accidental deletions.