• READY
  • NEW
  • MATCH
  • HUMAN

How to generate sales proposals with your AI

Connect Bidsketch to your AI client once. From then on, you just tell your agent which template to use and which client to target.

Ask AI about this page

Short answer

How can I use AI to make sales proposals?

Your AI uses Bidsketch tools to find your existing templates and create new client profiles. It then builds the actual proposal based on your instructions. You'll end up with a finished document ready for review.

The results.

Where your work ends up.

This is what happens when you run these commands.

READY

Drafted proposals

The AI builds the document using your specific templates. You get a finished draft waiting in Bidsketch.

NEW

Client profiles

The AI creates the necessary client records. This ensures the proposal is attached to the right person.

MATCH

Template selection

The AI scans your library to find the right layout. It picks the best fit for the job you described.

HUMAN

Final review

The AI handles the heavy lifting, but you still need to check the numbers and terms before sending.

The workflow

What your AI does when the request arrives.

The AI handles the data entry and document assembly so you don't have to.

  1. Find templates

    The AI looks through your Bidsketch library to see what layouts you have available.

    list_templates

  2. Set up the client

    If the person isn't in your system yet, the AI adds them to your contact list.

    create_client

  3. Build the document

    The AI takes the template and the client info to generate a new proposal.

    create_proposal

  4. Confirm details

    The AI presents the completed work for your approval. You decide if it's ready to go.

    create_proposal

Try it

Copy these to start.

Use these prompts to trigger the Bidsketch tools.

Starting points

These are just ways to start the conversation. Swap out the names and details to match your actual needs.

Bidsketch Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_o1cwwoCU3LE3FKQEbpzWG8qezgyJM8rmSeimRaGu/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-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_o1cwwoCU3LE3FKQEbpzWG8qezgyJM8rmSeimRaGu/mcp"
    }
  }
}
Copy into chat04

  • List all my available proposal templates in Bidsketch.

  • Create a new client in Bidsketch for Acme Corp with contact email sales@acme.com.

  • Use my standard service template to create a new proposal for the Acme Corp client.

  • Find my most recent template and use it to make a proposal for the new client I just added.

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

Start here

Connect Bidsketch once, then ask.

Just click the link to connect your account. Your login stays encrypted, and you can start using these tools in your preferred AI client immediately.

Connect Bidsketch to your AI

FAQ

How this task behaves.

  • 01

    Can the AI edit an existing proposal?

    No. The current tools only allow the AI to list templates, create clients, and create new proposals.

  • 02

    Will the AI send the proposal to the client automatically?

    No. The AI creates the proposal in Bidsketch, but you must be the one to send it to the client.

  • 03

    Does the AI need my Bidsketch password?

    No. Vinkius manages the connection securely so you don't have to share credentials with the AI.

  • 04

    Can I use any template I want?

    Yes, as long as the template exists in your Bidsketch account for the AI to find.

  • 05

    What happens if the client already exists?

    The AI will attempt to create the client, but it is best to tell the AI if the client is already in your system to avoid duplicates.

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

Connect Bidsketch to Claude, Cursor, ChatGPT & more