Bidsketch
Qualified leads deserve proposals immediately, not tomorrow. Your AI agent captures requirements, creates client records, and assembles proposals from templates in Bidsketch. Sales conversations flow seamlessly into signed agreements.
From client intake to signed deals, your AI agent automates Bidsketch workflows to accelerate your sales process.
Bidsketch
See how agencies and consultants use AI agents with Bidsketch to eliminate proposal bottlenecks and close deals faster.
A prospect shares their contact information during a sales call. Your AI Agent creates a client record in Bidsketch with name, email, company, and notes from the conversation. By the time the call ends, the client profile exists and the account manager can immediately begin proposal creation.
A client asks to add rush delivery to their project scope. Your AI Agent retrieves the existing proposal, adds a new hourly fee line item via Bidsketch's Post Proposal Fee endpoint, and confirms the updated total. Negotiations move forward without manual document editing delays.
A sales director asks for current proposal pipeline during a team meeting. Your AI Agent retrieves all proposals from Bidsketch, summarizes counts by status, and calculates total pending value. The team gets instant visibility without generating manual reports.
Bidsketch
FAQs
The agent uses Bidsketch's API to create client records, then assembles proposals from templates. It adds sections and fees programmatically based on conversation context. The proposal appears in your Bidsketch dashboard ready for review and sending.
Yes. The agent calls Bidsketch's Post Proposal Fee endpoint with fee type, amount, quantity, and description. It supports fixed, hourly, monthly, yearly, and custom fee types. Pricing adjustments happen in real-time during negotiations.
Tars needs your Bidsketch API token found in Account Settings under API. The token provides access to clients, proposals, fees, sections, and templates. We recommend a dedicated API token for the integration that you can revoke if needed.
No. Tars interacts with Bidsketch APIs in real-time. Proposal content, client data, and fee information are fetched or created live. Your actual documents and templates remain exclusively in Bidsketch.
Yes. Using Bidsketch webhooks, the agent can listen for proposal_accepted events and trigger notifications via Slack, email, or SMS. Configure webhook endpoints in Bidsketch to enable real-time acceptance alerts.
The native interface requires manual data entry. Tars AI Agents capture client information conversationally and create records automatically. Questions like 'Add this prospect to my system' trigger immediate actions without switching applications.
The agent can check for existing clients by email before creating new records. If a match exists, it retrieves the existing client rather than creating a duplicate. This maintains clean data without manual deduplication.
Yes. Configure separate API tokens for each Bidsketch account. The agent can route requests to the appropriate account based on context, useful for agencies managing proposals across multiple client businesses.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
.png)
%201.png)
%201.png)
