When this happens...
BidsketchProposal Accepted or Declined
Then do this...
WebMergeCreate Document Merge

Need a way to populate letters, invoices and other documents automatically the moment proposals are accepted or declined in Bidsketch? Setup this Bidsketch-WebMerge integration so that each time a client accepts your proposal in Bidsketch, Zapier will pull information from the application to complete a WebMerge template.

How this Bidsketch-WebMerge integration works

  1. A proposal is accepted or declined in Bidsketch
  2. Zapier sends data to a WebMerge document

Apps involved

  • Bidsketch
  • WebMerge

Why Zapier?






Enterprise-level security—connect mission-critical apps.

It's easy to connect Bidsketch + WebMerge and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Client


Create Client

Creates a new client

Proposal Sent to Client

Triggers each time a proposal is sent to a client

Create a Proposal

This starts a new proposal

Proposal Accepted or Declined

Triggers when a proposal is either accepted or declined

Create Fee

Creates a new fee

New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

Proposal Viewed

Triggers each time a proposal is viewed by a client

Create Document Merge

Send data to your Merge URL.


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See WebMerge Integrations