New Release: Proposal View Notifications and More!

As of today, you won’t have to wonder whether your client has taken a look at your proposal or not. That’s because as soon as your client takes a peek, you’ll get notified via email. Yep, one click is all it takes.

Not just that but you now have the ability to customize the email template for those outgoing proposal emails.

Of course, all of this customizing and configuring means there’s a new Account Settings page:

Account Settings

Here’s what you can do on that page:

  • Customize the default email template for clients.
  • Set email notifications for when a client views their proposal (first time only).
  • Pick your default currency format — this can still be customized on a per-proposal basis.
  • You can allow decimals to be shown for proposal fees.

Proposal Fees/Sections Autocomplete

Moving on, there was a minor usability issue with the new autocomplete field on proposal fees/sections that was released a couple of weeks ago. You had to double-click on the input field to get a full list of all your sections or fees. Not very intuitive.

To remedy that, I’ve added something that makes it work more like a dropdown when you want it to:

Autocomplete Dropdown

Custom Design

Another thing that I noticed following the big update a couple of weeks ago was that lots of people were customizing the crap out of the new design. Some people had trouble with the active tab link (in the header) not being visible using certain color schemes, so I’ve opened that up for customization.

Custom Design Tab

Multiple User Support

Having multiple users editing the same proposal can get tricky; that’s why I’ve added extra validation on save that prevents someone from overwriting your changes.

Multiple Users Validation

That’s about it for this release. Feel free to vote for your favorite features on the Bidsketch UserVoice forum. Thanks!

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Chris Houston

Hi Ruben,

From my first experience of using your Bid Sketch product, I think it’s a great idea, however I have a few suggestions that I think would make it even better 🙂

The first thing I found was that when I sent the proposal I needed to send it to two people within my clients company. I am guessing this might well be a common need with a lot of clients, so if you can add the ability to have multiple contacts within a company and to be able to send a unique link to each of the selected contacts, that would be great.

Obviously, if you send it to multiple people, you want to know who has logged in to view the proposal.

Ideally I would like to see more from the reporting perspective, i.e. who has logged in, when they did ( i.e. have they just logged in once, or did they come back multiple times for another look… )

Was a PDF version downloaded? If so, who downloaded it and when?

Keep up the good work, you have a great product in the making and I hope to see it blossom!

Chris

Ruben

Hi Chris, a lot of these are certainly being logged now but will need an interface to view the data (to come at a later date). Thanks for the great feedback!

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