Will Hubi send a proposal to a client without my approval?

No. Sending a proposal is customer-facing, so Hubi drafts it and shows you the content and recipient first, unless you've set a standing rule to send certain proposals directly.

Can Hubi reuse my saved fees and content?

Yes. Hubi can pull your existing Bidsketch fees, content, and templates and assemble a new proposal from them, so you're not retyping the same pricing and sections for every bid.

What can Hubi see in my Bidsketch account?

Whatever the API key's scope allows - typically your proposals, clients, fees, and content, along with their view and approval status. It works with those objects and does not touch billing settings.

How soon does Hubi know a proposal was approved?

Bidsketch records views and approvals as they happen, so when you ask, Hubi reports the current status within the platform's normal processing delay rather than a fixed daily refresh.

Can Hubi connect a won proposal to my CRM?

Yes. You can chain Bidsketch with other connected tools, so an approval can trigger Hubi to update a deal in your CRM or post a note to your sales channel in one instruction.

All Integrations

Bidsketch

Commerce Proposal & Invoice Management

Proposals win work, but rebuilding one from scratch for every prospect eats the hours you'd rather spend selling. Hubi creates proposals in Bidsketch from your saved fees and content, sends them to clients, and tells you when one is opened or approved - so each new bid starts from your library, not a blank page.

38 tools available

USE CASES

How businesses use Bidsketch + Hubi AI

Real automation scenarios powered by this integration.

📝

Build a proposal from saved fees

Tell Hubi the client and scope and it assembles a Bidsketch proposal from your existing fees and content blocks.

Create ProposalList FeesGet Client

📤

Send a proposal to a client

Once you approve the draft, Hubi sends the Bidsketch proposal to the client and confirms delivery.

Send ProposalGet ProposalGet Client

📈

Check a proposal's status

Ask about a deal and Hubi pulls the Bidsketch proposal's view and approval status into a plain answer.

Get ProposalList ProposalsGet Analytics

🗂️

Add a new client and their first bid

Hubi creates the client record in Bidsketch and drafts their opening proposal, then logs it in your CRM.

Create ClientCreate ProposalList Clients

HOW IT WORKS

Get started in 3 steps

No workflows to build. Just connect, chat, and automate.

Connect Bidsketch

Authorize your account with one click. Hubi AI gets secure access to 38 tools.

Talk to your agent

Describe what you need in plain language. Your AI agent understands context and picks the right tools.

Watch it work

The agent reads, sends, labels, and organizes on your behalf - no manual setup required.

Everything you need to know about Bidsketch + Hubi AI

The Hubi AI Bidsketch integration connects your tools and data to your AI marketing agents. Start automating workflows in minutes.

Hubi authenticates with a Bidsketch API key, generally available on plans that include API access. Whatever limits your plan places on proposals, clients, or users still apply to what Hubi creates and sends.

Ready to connect Bidsketch to Hubi AI?

Start automating your workflows in minutes. No credit card required.