Bidsketch vs. Nintex DocGen for Salesforce

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.

Incentivized

It is best suited for scenarios that apply to generating documents based on information gathered in your Salesforce. By using the field inserter and uploading a template for generation, you are able to take that Salesforce information and create a digestible document for your intended audience. You are able to generate multiple documents by creating different templates for use.

Incentivized

• Pre-written proposals for many scenarios.
• Integrations with 3rd party apps.
• Own domain for branding.

Incentivized

• Building documentation is super easy
• Sending out that documentation after it is built is most of the time seamless
• Customer service at Nintex is awesome if we ever need anything

• 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.

Incentivized

• Easier set up.
• Easier field mappings.

Incentivized

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.

Incentivized

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.

Incentivized

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.

Incentivized

I believe that Conga is a great tool that is very similar to Nintex. However, I do believe Nintex is constantly updating its features. I also like the fact that their knowledge base on the website is wonderful and not convoluted. In addition to that, the customer service is amazing. I don't think I remember having any issues with Nintex, but I do remember one instance where they got back to me within 2 hours, and I appreciated that.

Incentivized

• The proposals do look professional (even if you can't fully customize to your brand) and make a great impression on the potential client.
• The cost of Bidsketch is prohibitive if you don't do a lot of proposal writing on a regular basis.

Incentivized

• A LOT of saved time on workflow automation
• Provides an easier solution for our clients to sign documents
• Customer Experience overall is great using this tool