New Features: Realtime Collaboration, Activity Feed, and Private Comments

by Ruben 3 Minutes

Over the last few weeks we’ve been working on some exciting new features that’ll help you land more clients, faster than ever.

Here’s a peek at what we have for you:

  1. Realtime collaboration (you’ll love this)
  2. Proposal activity feed so you know exactly when changes were made to a proposal
  3. Private proposal comments to add internal notes and stay organized
  4. Bonus: monthly and yearly totals

We’re also working hard on the next release: Hourly fees, fee ranges, and additional collaboration features.

If it’s been a while since you’ve tried Bidsketch, make sure you sign up for a trial.

Realtime collaboration

You can now see changes other people are making to the proposal, as they make them. This is super useful when you want to collaborate with another person on a proposal.

If someone else is looking at a proposal that you’re working on, you’ll see a note with their name:

 

Collaboration Note

 

And when multiple people edit a fee or section, you’ll see a note showing who’s editing (while everything updates realtime):

 

Collaboration Editing

 

This works for both proposal fees and sections. You’ll even see if anyone adds, removes, or changes the order of fees and sections in a proposal. It’s a pretty neat feature that’ll make it much easier for you to collaborate with others on a proposal.

Proposal Activity Feed

We’ve added an easy way for you to view all of the changes that have happened to your proposal.

To see all of the activity on a proposal, just click on the View proposal activity link found on the proposal summary page:

Proposal Activity Link

You’ll then be able to see what changes took place on your proposal:

Proposal Activity Details

This new report shows you:

  • The exact date and time that a change took place
  • The name of the person that made the change
  • Whether a section or fee was added, removed, or edited
  • The name of the section or fee involved in the change

Private Comments

Sometimes you want to add a special note to a proposal but don’t want the client to see it. You can now do that by adding a private comment.

Just click on the Private checkbox when adding a new comment:

Private Comments

 

These comments never get emailed and they don’t show up in the comments section for your clients. It’s a great way to keep all your proposal notes in one place.

Bonus: Monthly and Yearly Totals

We’ve recently updated proposal fees by showing a separate total for monthly and yearly fees.

Here’s what that looks like:

Monthly and Yearly Proposal Totals

 

Just like all other totals, you can hide them by going into Proposal Settings.

That’s it for now. We have more updates coming soon so stay tuned 🙂

If you’re not a Bidsketch customer, you can sign up for a trial right here:

http://www.bidsketch.com/pricing/

Hope you enjoy the update!

Ruben

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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.