Bidsketch for your voice agent

Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently. It streamlines the proposal process, saving time while boosting client win rates.

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Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Bidsketch and paste it on a secure page in Connected apps.
What it reads
18 actions, such as get Client, get Client Proposals and get Clients.
What it changes
20 actions, such as create Client, create Proposal and create Fee.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 38. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Bidsketch actions

Reads 18

  • Get Client
  • Get Client Proposals
  • Get Clients
  • Get Fee
  • Get Fees
  • Get Proposal
  • Get Proposal Content
  • Get Proposal Fee
  • Get Proposal Fees
  • Get Proposals
  • Get Proposal Section
  • Get Proposal Sections
  • Get Proposal Stats
  • Get Section
  • Get Sections
  • Get Templates
  • List Proposal Closing Sections
  • List Proposal Opening Sections

Changes 13

  • Create Client
  • Create Proposal
  • Create Fee
  • Create Proposal Fee
  • Create Proposal Section
  • Create Section
  • Create Webhook
  • Update Client
  • Update Fee
  • Update Proposal
  • Update Proposal Fee
  • Update Proposal Section
  • Update Section

Deletes 7

  • Delete Client
  • Delete Fee
  • Delete Proposal
  • Delete Proposal Fee
  • Delete Proposal Section
  • Delete Section
  • Delete Webhook

Bidsketch setup

  1. Pasting a Bidsketch API key

    Create an API key in Bidsketch, choose Bidsketch in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 38 actions the agent may use. Start with lookups and add the ones that change Bidsketch when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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