Bidsketch Release: Inline Client Entry and More

by Ruben on February 10, 2010

A couple of days ago I pushed out a new release that had some great features in it.

First up: Inline client entry.

When you’re creating a new proposal and need to add a new client, you can choose “Add Client” from the dropdown and will now get a nifty modal dialog that allows you to add a client without leaving the page.

Client Entry

Next: PDF Page Breaks

You can now add PDF page breaks anywhere within your content. It doesn’t matter whether it’s an opening section, closing section, or fee description.

Page Break

Other good stuff:

  • Some new custom variables were added to custom templates. This will allow you to use the client address information anywhere you like in your custom templates. Download a new sample template file from the Design Template page for instructions.
  • Certain formatting issues of proposals in HTML and PDF has been fixed. This mostly had to do with copy and pasting MS Word content into the editor. It will now auto-detect formatted content and force plain text which can later be formatted.

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PDF Font Support on Custom Templates

by Ruben on January 16, 2010

If you’ve designed your own custom templates — or thinking of designing your own — you might be wondering which fonts are supported in PDF. Unfortunately, the underlying library that I’m using to help with the HTML to PDF conversion, only supports a limited set of fonts.

The fonts currently supported:
Arial, Times, Courier, Helvetica, Symbols, and Zapf Dingbats

It seems to map Arial to Helvetica, and include what’s referred to as the “base fourteen fonts”.

More info can be found here:
http://en.wikipedia.org/wiki/Portable_Document_Format#Standard_Type_1_Fonts

At a later time I’ll be taking a look at embedding additional fonts within the library for PDF conversion.

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Treating Clients Like Clients

by Ruben on January 4, 2010

Customer:
“Someone who buys a commodity or a service.”

Client:
“Someone who’s under the care and the protection of another.”

There’s a huge difference here in how you treat each of these. If you’re selling a product, you typically refer to the people that make a purchase as your customers. If you provide a service, you’ll typically call them clients.

Web and Graphic Design Clients

One thing that I notice with web and graphic design companies is that while many talk about clients, very few treat them the way a client should be treated. There’s a lot of bitching and complaining about clients, and their “stupid” expectations. From what I’ve seen and heard, most of these client relationships seem more adversarial than anything else. There’s a reason why websites that bitch and complain about clients are popular.

So while many shops claim to have “clients”, few treat them as such.

What would happen if they were treated as someone “who’s under the care and protection” of the companies they’ve hired?

What if you genuinely looked out for the well being of each and every one of your clients?

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It’s Here: Custom Proposal Designs!

by Ruben on December 7, 2009

Over the last couple of of weeks I’ve been working day and night to bring you the latest feature. It’s taken a ton of work, but I think you’ll agree that it was well worth it! (Especially since I was doing all of the work!)

As the title of this post implies, you can now create your own proposal designs using standard HTML, CSS and images. Just place special variables within your HTML, and Bidsketch will replace them with the appropriate content.

First, you’ll need to access the “templates” page and click on the “designs” tab.

Templates Tab

From here you can download one of the example template files which will have detailed instructions to help get you started.

Template Instructions

Once you’ve created your proposal template, just upload the zip file.

Template Form

You can then preview the template, and even see what the PDF version looks like.

Template Preview

Now you’ll be able to use your custom design in the proposal preview page. Just click on any of your custom templates to apply it to your proposal.

Preview Menu

Pick Template

Custom Design

I’m extremely excited about releasing this feature. While the default templates do a nice job of enabling the creation of professional looking proposals, they’re no substitute for giving you complete control over what proposals are going to look like.

Now, you have complete control — I’m sure your clients are going to be blown away by it.

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New Upcoming Feature: Upload Your Own Template

by Ruben on November 19, 2009

Just wanted to write a quick note about the next feature I’m working on. This next feature will let you upload your own HTML/CSS files to be used as templates.

This is a huge feature, and it’s tricky to implement correctly. But I’m super excited to get to work on giving people the ability to use their own designs!

I estimate completion of the feature in about a week. Then I’ll place it on beta for about a week, maybe two. This was originally scheduled to be released with version 2 of Bidsketch, but I’ve received a lot user feedback that told me to move this one up first.

I’ll follow up with a post once I release the beta — in about one week :)

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Do you know how people make decisions?

Imagine you’re shopping for a new car. Now say you’re at the dealer and they tell you they have two cars within your budget that have the features you’re looking for.

“We have a Honda and a Swirt. Which one do you want to look at first?”

Chances are you’re looking at the Honda. The Swirt won’t get a test drive, much less bought. This is a very simple example of one of the tactics humans use to help make decisions.

I’ll be going over what you need to know about the decision making process and how you can use that your advantage in your proposals.

Pain saving shortcuts

It’s said the people spend almost 3/4 of their day making decisions. This process takes a large amount of mental resources. To deal with the easy ones we develop habits and routines. For others we use shortcuts that we learned early on in life to help us through the process; we tend to stick with these methods throughout our life.

There are three common techniques for making business decisions:

  • Recognition (the simplest)
  • Single-factor decision making
  • Estimating the Rate of Return

Recognition

The opening to this post was a demonstration of recognition. Recognition is the easiest to explain. It basically means that the more recognizable you are to the prospect, the more likely they are to choose you.

This is part of the reason why large corporations spend millions of dollars making commercials that don’t sell you anything (think about major brands like Coca-Cola and Pepsi). It’s about brand recognition.

Building your own online brand will certainly help here but let’s be realistic about things. The internet is a huge place; you’ll be lucky to make your brand recognizable to a small fraction of your target audience. So while you want to work on developing your own brand, you also want to supplement this with things people will recognize.

An effective way of doing this is by mentioning any partners or technologies that your customers will recognize in a way that helps them build that association.

Single-factor decision making

Single-factor decision making is about using one key condition the person has in mind. So for a design related project, this means a prospect may be heavily biased in a single direction. Maybe it’s the pricing they’re most concerned with. Or perhaps it’s the timeline.

This isn’t to say that if they’re worried about pricing, timeline doesn’t matter. This just means that it’s the absolute most important factor for them, everything else is secondary and negotiable.

Keep in mind that projects aren’t always driven so heavily by a single component. In that situation the person usually falls back to using a condition that worked for them in the past. So you’ll want to ask two questions to help you get inside their decision making process:

What’s the biggest concern you have with this project?
and
What do you typically look for in a firm for a project like this?

Rate of Return

The last one involves calculating the rate of return for their efforts. People quickly (many times unconsciously) calculate the rate of return when making a decision. If you can show that they will receive a higher rate of return with you versus your competition, you’re on the right path.

Don’t confuse this with telling them that you’re the cheapest. You want them to understand that even if you’re more expensive, their investment will pay itself back many times over. Try not to give a broad statement, be as specific as you can.

Putting it all together

While people are typically heavily weighed in one direction, they tend to use all three factors (to some degree) when making these types of decisions. Your best strategy will be to find out which one they favor the most, focus on that one, and make sure you cover the other two

Remember, the intent isn’t to be dishonest here. You simply want to present yourself and your services in a way that flows with how the person on the other end takes it all in.

Now that you’re armed with all this decision making knowledge, you’re ready to read up on the art of proposal writing.

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Feature Update: Flexible Proposal Designs

by Ruben on November 8, 2009

I’m very happy to introduce the newest Bidsketch feature which allows you to pick any color you want and apply it to a proposal design.

When you’re in the Proposal Preview page, you’ll find a new right hand side widget.

Color picker

This lets you decide whether you want to use one of the stock themes Bidsketch comes with, or if you want to apply your own color to your selected design.

Proposal preview screenshot

Note: you can actually apply the custom color to any of the templates found in Bidsketch.

Bonus feature for premium accounts

I’ve also added a feature that Premium account users will be able to take advantage of. This lets you brand your proposals with your own logo. Here’s a screenshot of a custom-color template with the logo added.

Preview with logo screenshot

If you’re a Premium account user, you can find this option in your account settings.

Account settings menu

Take a look at what the logo upload screen looks like — it’ll provide you with a quick preview.

Account logo upload

You’ll be seeing a couple of additional templates soon, and there are still some additional enhancements coming that will enable you to add your own templates in version 2 of Bidsketch. You can find a rough timeline/roadmap in this post.

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Bidsketch Roadmap v1

by Ruben on November 4, 2009

There’s an important component in shaping a product that I’ve only hinted at before. It’s the product vision.

To make an exceptional product, you can’t just implement every feature that’s requested. In fact, there’s not a single feature that should be implemented without serious thought into how it fits into the big picture.

So while you have an idea of what requests are popular on UserVoice, you don’t necessarily know how I’m merging feature requests with my product vision to create a kick-ass product. For that you’d have to look at the Bidsketch roadmap. And that’s what I’ll be showing you today.

I’ll start off by saying that I was having a tough time finding the best way of presenting my roadmap for Bidsketch. To help me in this area, I sought the advice of a startup founder I have a lot of respect for: Peldi from Balsamiq. His open communication style is a great example how things should be done. I appreciate him spending the time to help me work through this.

What I’m calling version 1 of the Bidsketch roadmap is taken directly from emails I exchanged with Peldi.

Bidsketch Roadmap

I can see Bidsketch going in two different directions from where it is now: web based proposal software for designers.

Where it could be:

  1. Break out of the designer niche and hit the huge market of general proposal software.
  2. Continue to serve the designer market. Grow Bidsketch product horizontally a bit (better proposal features, light CRM, invoicing, etc.)

Initially I was siding with #1 because of the larger market and I can keep my product focused on writing proposals (which appeals to me). But now that I’ve actually launched and have started dealing with designers, I definitely want to stay in this market.

Going with the first option means my primary customers become sales people. So it’s likely larger companies with sales organizations would be who I would be dealing with.

No way. I love dealing with designers; it’s so freaking cool. It’s great when you can completely relate to your customers and speak their language.

What I see happening in three months:

I need to give users a way to design their own templates.

Right now I have some available for them, but they only get to pick from the list I provide. I need something similar to what Mailchimp or Campaign Monitor provides — you upload your own HTML/CSS file and Bidsketch uses it.

I coded Bidsketch to handle this, but I need to provide the interface for it. Sort of how in Wordpress you can upload themes, but much easier than creating Wordpress themes.

Then I need to add simple invoicing and hook into the Freshbooks API. These two things are pretty huge, and while I’d like to throw in a few other minor things, I think it would be a huge win if I just provided this.

One other thing — I need to lay the groundwork for reporting interesting/useful proposal statistics, so I need to start logging things like: how long someone looks at a proposal before accepting, number visits before acceptance, length of proposals (and relate that to winning percentage), etc.

Then in six months:

I’d like to offer integration options —PayPal, Highrise, and Basecamp (maybe). I’d like to offer more, but I’m just one guy working on this system, I’m afraid I wouldn’t be able to keep up with API changes from multiple vendors while trying to create new features and handling support.

I was interested in doing Balsamiq integration (of course), but at the proposal stage I’m not sure that’s the right time for it. I think after a proposal is accepted once the project starts, then it makes sense.

I would also like to offer some things that make the system more powerful, and give people something to talk about — export proposals to Google docs would be huge.

I really don’t know how long the integration stuff would take, so my timelines might not be realistic. Some of this might bleed to the 9 month mark.

At 12 months:

I’d like to start making use of the all the data I’ve been tracking. Within Bidsketch tell people which proposal sections are their most effective, which designs win the most, analyze their proposals and warn them if they’re doing things that aren’t shown to be very effective. Basically, this is the start of making use of the analytics info.

3 year plan:

It seems very far out but I’d like to continue to enhance what I’ve laid out in the first year. I don’t know that I want to grow Bidsketch by adding to many more features, I’d like to make those features better. For instance, maybe provide Crazy Egg type heat map overlays for proposals, better proposal analysis and warning capabilities.

I also want to better handle client management, and the first part of designers’ workflows — proposals, proofs/comps approvals, billing, etc.

One last thing: I’d ideally have more help to work on some of these things. (meaning an employee or two.)

How This is Going to Work

In the next couple of weeks you’ll see a couple of releases with some pretty neat stuff. In fact, in a day or so I’m going to release a feature that will let you add your logo to proposals — It’ll be available as soon as I write a post about it. Next up will be the start of Freshbooks and PayPal integration with a downpayment option. Then a few more templates and themes.

Once I have that in place I’m starting on what will be version 2 of Bidsetch. I should be able to wrap this stuff up in a month or two.

I do want to say that my decisions to implement features are heavily driven by user feedback so the list of features I’ve mentioned might change. In fact, there’s a pretty good chance you’ll see some stuff in Bidsketch that I haven’t mentioned here.

As always, feel free to suggest must have features to the Bidsketch UserVoice forums. Thanks and you’ll be hearing me announce some new features very soon!

-Ruben

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New Feature: Customize Client Emails

by Ruben on October 31, 2009

I’ve just released a new feature for Bidsketch that lets users customize the proposal notification emails that go out to clients.

You can change the receiving email address, add additional email addresses, modify the subject line, and the message itself.

Click on the screenshot below to see what it looks like:

Customize Client Proposal Notifications

Thanks to everyone who requested the feature!

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Free Premium Account Giveaway

by Ruben on October 22, 2009

I recently approached Liz from CMD+SHIFT Design about doing a review for Bidsktech. She had a much better idea instead: a free Premium account giveaway on her blog.

I thought it was a great idea, so I jumped at the chance. You can check out the contest here:
http://www.cmdshiftdesign.com/blog/2009/10/22/free-premium-account-design-proposal/

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