• CLIENTS
  • TEMPLATES
  • PROPOSALS
  • HUMAN

How to create sales proposals with your AI

Connect Bidsketch once. From then on, your agent handles the data entry and template selection for every new quote.

Ask AI about this page

Short answer

How can I make sales proposals using my AI?

Your agent pulls your existing brand templates and deal details to generate new quotes in Bidsketch. It handles the client setup and proposal creation so you can just review and send. You get ready-to-send documents without manual typing.

The results of the task.

Where your work lands.

This is what your agent produces after you give it the deal details.

CLIENTS

New client profiles

The AI sets up the contact details in Bidsketch. You get a clean client record ready for the proposal.

TEMPLATES

Brand consistency

The AI selects your specific brand templates. Every quote matches your established look and feel.

PROPOSALS

Ready to send quotes

The AI builds the actual proposal using your deal data. You receive a finished document waiting for your final check.

HUMAN

Final review

The AI stops before anything is sent. You stay in control to verify the numbers and hit send.

The workflow

What your AI does when the request arrives.

Your agent moves through Bidsketch to turn deal info into a formal document.

  1. Find templates

    The AI looks through your Bidsketch account to find the right brand templates for the job.

    list_templates

  2. Set up the client

    The AI creates a new client profile using the contact information you provide.

    create_client

  3. Build the proposal

    The AI generates the specific proposal by combining your template with the current deal data.

    create_proposal

  4. Prepare for review

    The AI organizes the draft so it is ready for your eyes. It does not send the quote without you.

    create_proposal

Try it

Copy these to start.

Use these prompts to trigger the workflow.

Starting points

These are opening lines. Swap out the bracketed info with your actual client names or template titles.

Bidsketch Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_1qBuhxNsnhpU26ZLuzgTlAH2BrQvbxAa37x6tkjx/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Bidsketch capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "bidsketch-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_1qBuhxNsnhpU26ZLuzgTlAH2BrQvbxAa37x6tkjx/mcp"
    }
  }
}
Copy into chat04

  • Create a new Bidsketch proposal for Acme Corp using my standard service template.

  • Use my 'Consulting Package' template to make a quote for the new client, Globex Inc.

  • Set up a new client named TechFlow and draft a proposal based on our recent deal data.

  • Find my available templates and tell me which one fits a mid-sized software contract.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Bidsketch once, then ask.

You only need to link your account once. Your credentials stay encrypted, and the full walkthrough lives on the Connector page.

Connect Bidsketch to your AI

FAQ

How this task behaves.

  • 01

    Will the AI send the proposal to my client automatically?

    No. The AI creates the proposal in your account, but you must review it and send it yourself.

  • 02

    Can the AI change my existing templates?

    No. The AI can only list and use your existing templates; it cannot edit the template files.

  • 03

    Does the AI need me to create the client first?

    No. The AI can create the client profile for you using the create_client tool.

  • 04

    Can the AI delete old proposals?

    No. There is no tool available to delete records, so your existing data remains untouched.

  • 05

    How does the AI know which template to use?

    You tell the AI which template to use in your prompt, or it can list your available templates to help you decide.

  • More questions about Bidsketch? The Connector page answers them. See everything the Bidsketch Connector can do

Connect Bidsketch to Claude, Cursor, ChatGPT & more