Bidsketch Update: Proposal Tags, Content Templates, and More

by Ruben 2 Minutes

In the next few weeks you’ll start seeing some pretty exciting stuff being released. They’ll be focused on the most requested features, so make sure to visit the Bidsketch feedback forum to vote!

This week I’ve got a completely redesigned content template page which lets you reorder Sections within the template — just drag and drop to set the order.

Content Templates

You’ll also see a couple of new items on the dashboard. There’s an “options” link to the right of Recent Proposals which will let you easily filter your proposal list. And within your list you’ll notice that proposals can now be tagged for easier organization.

Dashboard Tags and Options

Filter Proposal List

Clicking on the “edit tags” link will give you a pretty modal that lets you specify which tags are associated with your proposal by entering a comma separated list of words or phrases.

Proposal Tags

Proposal Tags Modal

But wait, there’s more!

Yep,  some other key changes you’ll see with this update:

  • Quick navigation within a proposal on the top right hand column called “Jump To” has been added.
  • Custom logo recommended size is now displayed next to the upload feature.
  • New custom variables for client address info, proposal pricing without recurring fees, and proposal pricing grand total. (Make sure to download the new sample templates for details.)
  • Click on any proposal tag to get a list of proposals by tag.
  • Tags are are included in the proposal search feature.
  • New support button near the top right of the main site navigation for easy submission of support issues.

In the works…

The very next feature update will include: Custom Domains!

Be on the lookout for it in the next few weeks.

Last but not least, I’d like to thank everyone that gave feedback to make these enhancements possible. More good stuff coming soon!

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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.