App showdown: Proposal apps (Bidsketch vs. Quoteroller)

Head to head review and comparison of two popular proposal apps

Head to head review and comparison of two popular proposal apps

Two apps enter, one app leaves!

A few weeks ago, I had a need I don’t usually have, which was to create a proposal. I figured this was the ideal time to try out a few different proposal-creating apps and compare them in a review…the results are below!

(It’s worth noting going in that I don’t regularly create proposals and have never used a proposal creation tool before, so I may have missed a few things or had a harder time than someone who comes from that background would have.) 

The Bidsketch video review:

The Quoteroller video review:

Price comparison:

As you can see, they have slightly different pricing methods; Quoteroller is priced per user for its $15/month and $25/month plans (the $200/month plan includes up to ten users), while Bidsketch has a built in user limit at each price tier (the second tier is $79/month for up to three users.

Features:

  • Bidsketch includes analytics, electronic signatures, and custom domains on its basic plan. Additional plans add the features of realtime team collaboration on proposals and permission/role management for your team. The higher priced plans also include more users and more storage.
  • Quoteroller’s most basic plan doesn’t include custom template design, and neither does the $25/user/month plan. The most basic plan does include drag and drop design with “content blocks” that you can customize/create templates of, analytics, and custom branding (logo adding and customizing the background–which is interesting because I didn’t come across this feature when creating the test proposals, so it could be a little more obvious). The higher level tiers include custom subdomains, Salesforce integration, customized fields, team user permissions, and an account manager, among a few other features.

Integrations:

  • Bidsketch integrates with Basecamp, Freshbooks, Harvest, Highrise, Salesforce, and RightSignature.
  • Quoteroller integrates with (among others–this is just a sampling, seriously) Harvest, Freshbooks, Xero, Nimble, Base, Insightly, Highrise, Capsule CRM, Podio, Basecamp, and RightSignature. *whew*
  • Both integrate with Harvest (my time-tracking tool of choice) and say that there’s a one-click ability to convert a proposal to a project in Harvest afterwards. I didn’t get a chance to test this, but if it works well that’s a big bonus. Quoteroller also allows for payment directly from the invoice, with the ability to add a Paypal button.
  • The Paypal button feature from Quoteroller probably wouldn’t work as well if you were doing a subscription/monthly retainer type service, but for what it’s worth, you could convert a monthly retainer proposal to a Harvest invoice/project, and then make the Harvest invoice automatically recurring on a weekly/biweekly/monthly basis.

Other notes:

When dealing with both instances of customer service, I had no complaints–I had to contact both of them to ask to extend my trial for review purposes and they were prompt and friendly. I also had to ask Bidsketch customer support about a glitch (still not sure if it was on my end or their’s); I couldn’t customize the design on the PDF at the end, but their support was fast and friendly.

Review/showdown conclusion:

  • Bidsketch has more features overall, but I found Quoteroller a lot easier to hit the ground running with.
  • I had an easier time setting up monthly retainer options on Quoteroller–though again, it’s worth noting that while doing the review I found an easier way to do that–where on Bidsketch, I had a hard time with that.
  • Bidsketch, though, has more design customization options. I really liked Quoteroller’s drag & drop blocks and the sections, but I wish I could have at least changed the font options. (In the video, I said that you can’t change the background, and apparently you can even on a basic account, but I didn’t see that as a noticeable option during the proposal creation process.) 

In short: 

  • If aesthetics and customization of the final proposal is your top priority, Bidsketch is probably going to be your winner.
  • If quick and super-easy proposal preparation is your priority, Quoteroller might be the way to go.
  • Also, Quoteroller kinda beats Bidsketch into the ground as far as integrations go, so if creating a well-integrated suite of applications is a high priority for you (and/or you use several of the apps that it integrates with already), that could be a swaying factor.

They’re both great options, each slightly better suited for different needs…hopefully the breakdown helped some, though! (Also, I’ve got at least one other idea for a similar breakdown/head-to-head comparison post–let me know if you like this format and want to see more of them.) 

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