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Bidsketch

Bidsketch

to use bidsketch with casper, just text and ask — casper will handle the connection from your thread.


description

Bidsketch is a proposal software that helps businesses create professional proposals quickly and efficiently.

what casper can do

  • Create ClientTool to create a client. use when adding a new client record to bidsketch.
  • Delete ClientTool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
  • Delete FeeTool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
  • Delete ProposalTool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
  • Delete Proposal FeeTool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
  • Delete Proposal SectionTool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.

often used together