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Bidsketch - Create PDF, Word, Excel Documents
Bidsketch connects with Documentero to turn proposal activity into ready-to-use documents. When clients are added or proposals are accepted, you can instantly generate contracts, invoices, or reports in DOCX, PDF, or XLSX formats. This integration helps you keep all client-facing paperwork consistent and automatically updated without extra manual work.
Bidsketch
Documentero
Triggers
Watch New Clients — Triggers when a client is created.
Watch a Proposal Accepted or Declined — Triggers when a proposal is either accepted or declined.
Watch New Proposals — Triggers when a proposal is saved for the first time.
Watch a Proposal Sent to Client — Triggers when a proposal is sent to a client.
Watch a Proposal Viewed — Triggers when a proposal is viewed by a client.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Bidsketch using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Bidsketch using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts when a Bidsketch proposal is accepted
Create client onboarding documents from new Bidsketch client entries
Export proposal activity reports from Bidsketch into XLSX files
Generate branded invoices after Bidsketch proposals are approved
Produce internal performance reports when Bidsketch proposals are declined
Create customized welcome letters for new Bidsketch clients in DOCX format
Automatically generate project kickoff forms after a proposal is signed in Bidsketch
Export proposal view history from Bidsketch into a PDF report
Create renewal reminder documents from Bidsketch client data
Generate archival records every time a Bidsketch proposal is sent
How you can use Bidsketch + Documentero
Generate contracts from accepted proposals
When a proposal is marked as accepted in Bidsketch, Documentero can create a contract document using a pre-designed template.
Create client onboarding packets
Each time a new client is added in Bidsketch, Documentero can generate a PDF welcome packet with personalized details.
Produce summary reports of proposals
Whenever a proposal is viewed or sent, Documentero can generate a summary report in XLSX format for internal tracking.
Deliver invoices after proposal approval
Once a proposal is approved in Bidsketch, Documentero can instantly create an invoice in PDF format ready to send to the client.
Archive declined proposals
If a proposal is declined, Documentero can generate a record document in DOCX format for archiving purposes.
Setup Guides
Zapier Tutorial: Integrate Bidsketch with Documentero
- Create a new Zap in Zapier.
- Add Bidsketch to the zap and choose one of the triggers (Watch New Clients, Watch a Proposal Accepted or Declined, Watch New Proposals). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Bidsketch trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Bidsketch with Documentero
- Create a new scenario in Make.
- Add Bidsketch to the scenario and choose one of the triggers (Watch New Clients, Watch a Proposal Accepted or Declined, Watch New Proposals). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Bidsketch trigger.
- Run or schedule your scenario and verify the output.
