• ACTIVE
  • VIEWED
  • DETAILS
  • HUMAN

How to monitor proposal status with your AI

Connect Bidsketch to your AI client once. After that, your agent can pull live updates on every active deal in your pipeline.

Ask AI about this page

Short answer

How can I track my Bidsketch proposals using AI?

Your agent pulls live data from Bidsketch to show you which deals are active and which documents your prospects have opened. You'll see exactly who is engaging with your pricing without opening the dashboard. Here is how it works.

The outcomes.

Where your deal updates land.

The AI organizes your proposal data into these specific results.

ACTIVE

Live deal tracking

The AI identifies every open proposal in your account. You get a clear list of what is currently out for signature.

VIEWED

Prospect engagement

Your agent flags which documents have been opened. This tells you who is looking at your documents right now.

DETAILS

Deep dive info

Get specific data on individual documents. The AI pulls the exact status and history for a single deal.

HUMAN

Manual follow-ups

The AI identifies high-intent prospects who viewed a proposal but haven't signed. You decide when to call them.

The workflow

What your AI does when you ask for updates.

Your agent handles the heavy lifting of scanning your Bidsketch account for changes.

  1. Scan your pipeline

    The AI looks through your Bidsketch account to find all current proposals.

    list_proposals

  2. Check engagement

    It looks at the specific activity for each document to see if a prospect has viewed it.

    get_proposal_details

  3. Filter for activity

    The AI narrows down the list to show only the deals that need your attention.

    list_proposalsget_proposal_details

  4. Report findings

    Your agent presents the status of your deals in plain text so you can act.

    get_proposal_details

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are opening lines. Swap out the names of your specific clients or proposal IDs to get targeted answers.

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

  • List all my active proposals in Bidsketch.

  • Which of my proposals for Acme Corp have been viewed by the client?

  • Get the status details for the proposal sent to Sarah Jenkins.

  • Show me all proposals that haven't been opened yet.

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

Start here

Connect Bidsketch once, then ask.

One link connects your Bidsketch account to your AI. Your login stays encrypted on our side.

Connect Bidsketch to your AI

FAQ

How this task behaves.

  • 01

    Can the AI send a new proposal to a client?

    No. The AI can only read your existing proposal data. You still need to create and send documents through Bidsketch.

  • 02

    Can the AI change the price on a proposal?

    No. The AI is read-only for these tools. It can see the price, but it cannot modify your documents.

  • 03

    How real-time are these updates?

    The AI pulls data directly from Bidsketch when you ask. It sees whatever is currently visible in your Bidsketch dashboard.

  • 04

    Does the AI know when a client signs a document?

    Yes. If the proposal status changes to signed in Bidsketch, your AI will see that update when it checks the details.

  • 05

    Can I ask about proposals from last year?

    Yes, as long as those proposals are still in your Bidsketch account and accessible via the list tool.

  • More questions about Bidsketch? See everything the Bidsketch Connector can do

Connect Bidsketch to Claude, Cursor, ChatGPT & more