Bidsketch API

Name: Bidsketch API API
Brand: Bidsketch API
Availability: InStock

✓ Official Vendor SpecProductivityCollaborationapiKey39 EndpointsREST

For Agents

Create branded proposals from templates, edit sections and fees, and track signature events through the Bidsketch proposal platform.

Quickstart

Get started with Bidsketch API in minutes using your preferred integration method.

# Add to your MCP client config (Claude Desktop, Cursor, Windsurf)
{
  "jentic": {
    "url": "https://api.jentic.com/mcp",
    "auth": "oauth"
  }
}

# Then ask your agent:
"create a proposal from template"

# → Jentic returns the GET /events tool with parameter schema, agent executes.

Capabilities

What an agent can do with Bidsketch API API.

Create a proposal from an existing template with one API call

Edit proposal opening, body, and closing sections individually

Add and update fees on a proposal with line-item granularity

Manage clients and link them to their proposals

Pull proposal statistics for tracking conversion across the pipeline

GET STARTED

Start building with Bidsketch API API

Explore with Jentic

View OpenAPI Document

Use for: I need to create a proposal from a Bidsketch template, Add a fee line item to an existing proposal, Update the closing section of a proposal, List all proposals for a specific client

Not supported: Does not handle e-signature legal workflows, contract redlining, or accounting — use for proposal generation, sections, and fees only.

Bidsketch is a proposal software platform that helps consultants, agencies, and freelancers produce branded proposals quickly. The REST API exposes clients, proposals, proposal sections, fees, templates, and webhooks across 39 endpoints, allowing agents to draft proposals from templates, edit sections and fees, monitor proposal stats, and trigger webhooks on signature events. Authentication uses an HTTP token-based scheme with the API key passed in the Authorization header. Most endpoints are scoped per client and per proposal, with .json suffixes on the paths.

Use Cases

Patterns agents use Bidsketch API API for, with concrete tasks.

★ Template-Driven Proposal Generation

Generate consistent, branded proposals at scale by calling POST /templates/{id}/proposals.json with a client identifier. Bidsketch clones the template, links the new proposal to the client, and exposes section and fee endpoints for any per-proposal customisation. Agencies that send dozens of proposals per week reduce drafting time from hours to minutes per proposal.

POST /templates/123/proposals.json with client_id 456 to spin up a new proposal, then PUT a custom fee line.

Proposal Pipeline Tracking

Surface proposal status and conversion rate inside a sales dashboard by calling GET /proposals/stats.json. The endpoint returns aggregate stats — proposals sent, viewed, signed — across the workspace, so consultants and agency owners can spot bottlenecks without exporting CSVs from the Bidsketch UI.

Pull /proposals/stats.json and surface the win rate for the current quarter on the agency dashboard.

Client Library Sync from CRM

Keep the Bidsketch client list in sync with an external CRM such as HubSpot or Pipedrive by calling /clients.json on each customer create or update event. Then proposals generated for that client are linked automatically, removing duplicate data entry between systems.

POST /clients.json for every newly created HubSpot contact tagged 'prospect' and store the returned Bidsketch client id.

AI Agent Proposal Drafter

An AI agent acting as a proposal drafter for a freelancer can take a brief in natural language, pick the right Bidsketch template, instantiate the proposal, and customise the body and fees — all through Jentic. The Bidsketch token stays in the Jentic vault so the agent never sees the raw credential, and the agent works against a small, intent-discoverable subset of the 39 endpoints.

Search Jentic for 'create a proposal from template', execute /templates/{id}/proposals.json with the client id, then add the agreed fee via /proposals/{proposal_id}/fees.json.

Key Endpoints

39 endpoints — bidsketch is a proposal software platform that helps consultants, agencies, and freelancers produce branded proposals quickly.

METHOD

PATH

DESCRIPTION

GET

/clients.json

List clients

POST

/clients.json

Create a client

POST

/proposals.json

Create a proposal

GET

/proposals/stats.json

Get proposal statistics

POST

/templates/{id}/proposals.json

Create a proposal from a template

POST

/proposals/{proposal_id}/fees.json

Create a fee on a proposal

GET

/clients.json

List clients

POST

/clients.json

Create a client

POST

/proposals.json

Create a proposal

GET

/proposals/stats.json

Get proposal statistics

POST

/templates/{id}/proposals.json

Create a proposal from a template

POST

Why though Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Bidsketch API tokens are stored encrypted in the Jentic vault (MAXsystem). Agents call Bidsketch operations via Jentic and the Authorization header is injected at execution time — raw tokens never enter the agent's context, even when the agent is generating the proposal body itself.

Intent-based discovery

Agents search by intent (e.g., 'create a proposal from template') and Jentic returns the matching Bidsketch operation with its parameters, so the agent does not need to know that templates expose their own per-template proposal-creation route.

Time to first call

Direct Bidsketch integration: 1-2 days for token handling, template wiring, and webhook signature verification. Through Jentic: under 30 minutes — search, load schema, execute.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Alternative

PandaDoc API

PandaDoc is a larger document automation platform covering proposals, contracts, and e-signature workflows.

Choose PandaDoc when contracts and broader document workflows are required; choose Bidsketch for focused proposal generation with templates.

Complementary

HubSpot CRM Contacts API

HubSpot manages the prospect pipeline; Bidsketch handles the proposal once a deal is qualified.

Use HubSpot for prospecting and lead qualification, then push the qualified contact into Bidsketch as a client and generate the proposal.

Complementary

Stripe API

Stripe collects the payment for an accepted Bidsketch proposal.

Use Bidsketch to send and accept the proposal, then create the Stripe payment link or invoice for the agreed fees.

FAQs

Specific to using Bidsketch API API through Jentic.

What authentication does the Bidsketch API use?

Bidsketch uses an apiKey scheme on the Authorization header, with the value being the user's API token from the Bidsketch account settings. Through Jentic, the token is stored encrypted in the Jentic vault (MAXsystem) and injected at execution time so the agent never sees the raw token.

Can I create a proposal from a template via the Bidsketch API?

Yes. POST /templates/{id}/proposals.json with the target client id creates a new proposal cloned from the chosen template. The response returns the new proposal id which you can then customise via the section and fee endpoints.

How do I add a fee to a proposal?

POST /proposals/{proposal_id}/fees.json with the fee body to add a line item, PUT /proposals/{proposal_id}/fees/{fee_id}.json to update it, and DELETE the same path to remove it. GET /proposals/{proposal_id}/fees.json returns the full fee list for the proposal.

How do I create a proposal from a template through Jentic?

Search Jentic for 'create a proposal from template', load /templates/{id}/proposals.json, and execute with the client id and template id. With the SDK: pip install jentic, then SearchRequest, LoadRequest, ExecutionRequest in an async flow.

Are there webhooks for proposal events?

Yes — Bidsketch exposes webhook management endpoints so your application can be notified when a proposal is viewed, signed, or rejected. Configure the webhook URL via the API and keep the receiving endpoint reachable so events are processed in real time.