Automate Bidsketch workflows with AI Agents
Teams can use AI agents in Slack to locate any Bidsketch proposal by name, client, or status with a simple message. Enhance your Bidsketch workflows with AI-powered automation in Slack, Teams, and Discord.
Bidsketch has revolutionized proposal workflows for thousands of businesses, but what if your team could access all its power right in Slack, Teams, or Discord—effortlessly? By integrating Bidsketch with Runbear’s AI agent platform, teams gain an intelligent agent that bridges proposal creation, management, and analytics directly into everyday team communication. This means less busywork, smarter decision-making, and faster deal closures—all from the tools your team already lives in.
About Bidsketch
Bidsketch is a leading SaaS platform that streamlines how businesses create, manage, and close proposals. Tailored for sales teams, agencies, consultants, and anyone who relies on proposals to win business, Bidsketch offers customizable templates, reusable content libraries, client engagement tracking, online signatures, and upsell features. Its intuitive interface empowers teams to craft professional documents while optimizing revenue with strategic add-ons. With multi-tiered plans, Bidsketch supports organizations of all sizes looking to shorten sales cycles, improve proposal consistency, and increase conversion rates. Teams choose Bidsketch for its efficiency, reliability, and ability to turn proposals from time-consuming tasks into revenue-generating assets.
For more details, see Bidsketch’s tour.
Use Cases in Practice
When teams integrate Bidsketch with an AI agent powered by Runbear, proposals no longer feel like a separate, isolated task. Picture searching Bidsketch’s entire proposal library with a single Slack message, receiving scheduled updates on deal status, or drafting your next winning proposal with inline AI-guided suggestions—all inside your team channel.
For example, a sales lead prepping for the weekly meeting might ask the AI agent, “Show me all outstanding proposals for Q2 clients,” and instantly get a list, complete with status and owner. A marketing manager, meanwhile, can receive a Friday dashboard report detailing proposal win rates and upsell acceptance, à la Simplify Your Business Analytics. When proposals need to be drafted, team members tap the AI to pull reusable sections or template best practices, minimizing the back-and-forth. And leadership can empower the agent to actively monitor for upsell trends, surfacing clients most likely to benefit from new services, much like the proactive insights described in How to Automate KPI Reporting.
In short, Bidsketch data and workflows become a seamless, collaborative part of your team’s daily rhythm.
Bidsketch vs Bidsketch + AI Agent: Key Differences
Integrating Bidsketch with Runbear’s AI agent transforms manual, siloed proposal management into a collaborative, AI-automated workflow. With an AI agent in team chat, Bidsketch data becomes instantly accessible; proposals, insights, and analytics reach your team proactively—no more toggling apps or waiting for manual updates. Collaboration accelerates, bottlenecks drop, and reporting is hands-free.
Implementation Considerations
Adopting a Runbear + Bidsketch workflow requires careful planning. Teams will need to sync Bidsketch data to the AI agent and ensure secure permissions are in place for sensitive proposal content. Training staff to leverage AI-powered workflows, especially when shifting from manual proposal processes, is essential for buy-in and productivity gain. Costs should be balanced against potential time savings and revenue uplift. Additionally, strong data governance must be enforced to prevent unauthorized sharing of proposal info in open channels. Change management—preparing teams for a more automated, chat-based approach—will set the stage for successful integration. Start with clear use cases, provide hands-on demos, and keep security at the forefront to maximize the transformation.
For further reading on prepping teams for AI, see The Beginner's Guide to Build Basic AI Assistants.
Get Started Today
Unlocking the full power of Bidsketch means turning proposals into a living, collaborative experience—guided by Runbear’s AI agent, always accessible in your team chat. As business cycles move faster and the demand for smart, integrated workflows grows, combining Bidsketch with AI agents enables teams to boost productivity, close deals sooner, and extract more insights with less hassle. Ready to see what happens when intelligent agents meet proposal management? Try Runbear’s Bidsketch integration today and elevate your team’s sales strategy with hands-free collaboration.