Bidsketch
Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently.
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Integrations
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Operations this integration can perform.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
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.
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.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
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