Bidsketch: How to connect Spiffy and Bidsketch Proposals with Zapier
Here's a quick tutorial video on how to integrate Spiffy with Bidsketch's proposal/contract software.
This integration will automatically copy an existing proposal template in Bidsketch, and create a new proposal draft populated with your new client's information. This integration will not automatically send the proposal to the client, but will allow you to make any small changes to the existing template for each specific customer, and manually send the proposal/contract over to your new customer.
If you have any questions, we are here to help! Send us an email at email@example.com