Bidsketch is a proposal software designed to streamline the proposal creation process for businesses.
Transform your proposal workflow with intelligent AI Agents that can generate, personalize, and track proposals automatically.
Bidsketch streamlines proposal creation and management with professional templates and tracking. Relevance AI enhances this with AI Agents that can automate proposal generation, personalization, and client follow-ups.
Dynamic Proposal Personalization
The agent customizes proposals in real-time based on client data and preferences.
Proactive Client Engagement
The agent initiates follow-ups and provides updates, enhancing client communication.
Insight-Driven Decision Making
The agent leverages analytics to inform proposal strategies and improve acceptance rates.
Relevance AI gives you access to a wide variety of Bidsketch tools within your AI-powered workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Bidsketch account
- A Relevance AI account with access to your projects
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Bidsketch data. Relevance AI handles API operations (like GET, POST, PUT, DELETE) in the background—so you don't have to worry about authorization headers, request formatting, or API limits.
Built-in validation and path handling ensure your proposals and templates sync smoothly, even when working with complex document structures.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Bidsketch + Relevance AI integration without writing code:
- Organize proposal templates: Structure your Bidsketch templates with clear sections and consistent formatting.
- Use proper authentication: Ensure OAuth credentials are correctly configured for secure API access.
- Follow API best practices: Implement proper error handling and respect rate limits when making requests.
- Validate data formats: Ensure proposal data matches expected formats before transmission.
- Monitor responses: Track API response status codes to quickly identify and resolve integration issues.
