Integration Summary
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Import client info from FreshBooks to Bidsketch (Primary Contacts only).
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View FreshBooks invoices from within Bidsketch.
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Create FreshBooks Invoices/Projects from Bidsketch proposals and create new Clients in FreshBooks during this process.
About Bidsketch
Bidsketch is an application that lets you create, track, customize and design beautiful proposals.
Some of the results our customers are seeing:
- 50% Less Time Writing With Reusable Content
- 60% Faster Approvals With Electronic Signatures
- Instant notifications when proposals are viewed
- Analytics to know when (and how) to follow up
Customers have earned over one billion dollars with Bidsketch.
Multiple ways to present your proposals ensure clients get what they want. You can export to PDF or share online. Every client gets a portal that lets them view and comment on their proposals
How it works with FreshBooks
Once FreshBooks is integrated with Bidsketch, you’ll be able to:
- Convert proposals into FreshBooks invoices in one click.
- Import FreshBooks clients.
- View invoice information directly in Bidsketch.
- Export Bidsketch clients automatically to FreshBooks.
How To Get Started
Steps to Connect
- Go to Bidsketch
- Click on “Start Free Trial” at the top right side of the page
- Register for a new account
- Log into Bidsketch and go to the Account –> Integrations page
- Click on the FreshBooks logo from the integrations list and authorize Bidsketch to have API access
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