Bidsketch is a sales proposal automation software solution offered by Bidsketch.
$149
per month
Conga Composer
Score 8.1 out of 10
N/A
Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports.
I think Bidsketch would work well for any small business or freelancer looking for a low-cost, simple to use proposal software solution. It's quick and easy to set up and provides everything you need for more cases. If you're looking for something with more flexibility or features that Bidsketch does not offer then you may need to keep looking.
From my experience, Conga Composer is particularly well-suited for generating documents, such as quotes and contracts, directly from Salesforce. It saves us a great deal of time, which is remarkably beneficial for companies with sales teams. Not suitable for companies lacking significant Salesforce expertise or administrative support.
REALLY PRICEY for a small business/freelancer that doesn't do a lot of proposals each month. Would be nice if they offered a per proposal pricing for the smaller guys.
Wish there was more customization of the design/layout to better fit in with branding.
Also would like to be able to mark a proposal private.
Though I love how easily Conga Composer ties into Salesforce and its given analytics, it takes a lot of data entry to get up and running. I don't love that sometimes queries can take a long time to pull. I like keeping our marketing templates consistent via templates in the system. Pulling multiple objects into one report is fantastic too.
I'd say Bidsketch is very easy to use. I don't think most people would have any problem getting comfortable with this software. I was able to get up and running very quickly. Their template library is a great resource to get a professional proposal up and out the door fast.
It's a fairly simple tool to integrate into your current business structure. When we've had issues, we were able to resolve them extremely quickly. The users click a button and it can bring in all the quote lines, and our credit application seamlessly into our tool. I'd definitely recommend it to other colleagues
Although I didn't need to reach out to support much, they seemed to do a very good job. I've also heard great things about the team through people I've talked to so I wouldn't expect anyone to run into issues with regards to their support. Their support definitely was not a factor in my ultimately not sticking with the product.
It's been hit and miss depending on the issue. We use javascript to generate the urls which has confused many techs even though it generates a clean url - they are overwhelmed by the concept of code and can't understand that the url is all that matters.
We used DocSend to track our outgoing proposals but after testing Bidsketch we never returned back. It is simply better suited for us as we send out tens of proposals every week and the professional output and management of proposals won us over.
I think Nintex is the primary competitor for Conga Composer, but I have not personally used it. I was not present for the decision to purchase Conga but I would recommend it in future document automation vendor selection processes because I have seen how well it works! We are especially fond of complementary features in Conga Composer, including Conga Email Templates and Conga Global Merge.
Could really use better error handling on the product when the document doesn't generate. Zero notifications are provided right now and have no idea where in a 20 page template the error is. Need to keep cutting the template into pieces to find the error.
The report generates 90% of the time so far.
Getting easier to generate templates when knowing how the JSON will be structured to add to merged fields.
Use Work Plan Template Entries and Work Steps to dynamically generate many deliverables.