How BidPulse AI Works

From inbox to signed contract. Four steps to transform your proposal workflow.

1

Connect Your Tools

Link Gmail, HubSpot, Pipedrive, or any CRM. BidPulse syncs your contacts, deals, and email threads automatically. Takes 2 minutes.

Gmail & Outlook email sync

HubSpot & Pipedrive CRM import

Slack notifications

Zapier for 5,000+ apps

2

Create AI Proposals

Describe the project, pick a template, and let AI generate a polished proposal. Customize pricing, add case studies, and send — all in one place.

AI writes executive summary, scope, timeline

6 industry-specific templates

5 pricing models (project, retainer, hourly, value, hybrid)

DocuSign e-signatures built in

3

Track Client Engagement

See exactly when clients open your proposal, which sections they read, how long they spend, and whether they share it with others.

Real-time open notifications

Section-by-section engagement heatmap

Forward detection (who else is reading?)

Win probability updated with each view

4

Win With Smart Follow-Up

AI suggests the optimal time to follow up based on client behavior. Choose from 5 follow-up styles, each referencing your specific proposal.

AI-optimized timing (not just reminders)

5 styles: professional, nudge, last-chance, value-add, case study

Auto-detect negotiation signals

Win/loss pattern analysis improves over time

Ready to Win More Proposals?

Setup takes under 10 minutes. No credit card required for Solo plan.

Get Started Free