Recently I have been revamping not only my Hollen Zoo Designs website, but how I run the whole design process. As a small designer, that has a growing number of clients, a hand shake and a verbal agreement is no longer enough and often left the client unsure of what was really included in their design package.
To make this easier and clearer for the client, I switched over to using Freshbooks for my invoicing, and that seemed to make a difference in the process (I had been using Blinksale).
Bidsketch is easy to use proposal software for web designers.
- Easy to use with step by step guides through the proposal process. Great for those like me that need help putting all the details and pieces together.
- Comes with built in templetes that create a great starting point for your proposals.
- Options to choose what templetes to include in the opening and closing sections.
- Saves your proposal templetes so that you can reuse, and edit as needed, for each new proposal.
- Client views a nice online (and pdf version) of the proposal that looks very streamlined and profesional.
- Client accepts proposal online.
- Integrates with Freshbooks! Ok, I love this. Client accepts proposal and then I press a button– boom– the invoice will appear in Freshbooks. Within minutes, my client will have a nice looking invoice that matches the proposal they just accepted.
- Ability to have optional items in the proposal that the client can uncheck and the proposal fee total will reflect those changes.
- Great customer service. I was having an issue with the Freshbooks integration, and I had a response within hours about the issue.
- Cost. The smallest package is $19 per month with a 25 client and 200 proposals. For a small company like me, I have lots of clients but few proposals per month. I think $19 would be fine for unlimited clients and 25 proposals. Or would be better to have a $9 a month package with 25 proposals, and 25 clients. Quoterobot, a similar servies, is $10 a month, period (but really doesn’t offer the same level of service and integrations, so I would be willing to pay more for Bidsketch).
- The place for the client to change the optional fees (it is located on the left hand side) might be a bit hard for less computer savvy clients to find.
I love this software and can see it making the quote process a way to start the client / designer relationship on the same page. I had tried Quoterobot but it just didn’t have as good of workflow or the integrations that Bidsketch offers. I am excited to have found Bidsketch, and look forward to making the proposal process easier for me and for the client.