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:
- Realtime collaboration (you’ll love this)
- Proposal activity feed so you know exactly when changes were made to a proposal
- Private proposal comments to add internal notes and stay organized
- 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.
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:
And when multiple people edit a fee or section, you’ll see a note showing who’s editing (while everything updates realtime):
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:
You’ll then be able to see what changes took place on your proposal:
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
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:
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:
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:
Hope you enjoy the update!