Bidsketch Release: Inline Client Entry and More

by Ruben 1 Minute

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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by Ruben
Ruben originally founded proposal software, Bidsketch as a one-person company while working as a software developer for a billion dollar payroll company. Since its early days as a “company of one,” Bidsketch has grown to help over 2,000 paying customers win billions of dollars in new business and save thousands of hours in the process.