Question 1

What is bidraft and who is it for?

Accepted Answer

bidraft is a generative proposal drafting tool built specifically for design, marketing, and creative agencies. If your team pitches clients regularly and spends hours on proposal documents, bidraft is designed for you. It takes your brief, a client name, and a template, and produces a full structured proposal in seconds.

Question 2

How does the AI generation work?

Accepted Answer

You fill in a brief intake form: client name, project type, scope notes, and budget. bidraft uses that context to generate a structured, multi-section proposal tailored to the template you selected. Every section is independently editable and re-generable, so you are always in control of the output.

Question 3

What proposal templates are available?

Accepted Answer

bidraft ships with templates for common agency engagements — Website Redesign, Brand Sprint, Performance Audit, Growth Campaign, Content Strategy, and more. You can also save custom templates from existing proposals to enforce your agency's own standard structure.

Question 4

Can I edit the generated proposal?

Accepted Answer

Yes — fully. Every section can be edited inline. You can rewrite any section from scratch, click Refine to regenerate just that section with a new instruction, or inject saved snippets from your library. bidraft generates the first draft; you shape the final document.

Question 5

How do I deliver the proposal to a client?

Accepted Answer

bidraft gives you three delivery paths: a live Client Presentation link (the recommended path — a clean, branded web view your client opens in their browser), a professionally typeset PDF export, and a Markdown copy for pasting into Notion or Docs.

Question 6

Can I customize the branding on exported proposals?

Accepted Answer

Yes. Professional and Agency Team plans let you customize PDF exports with your logo, brand colors, and remove bidraft watermarks. The Client Presentation link is always clean and unbranded.

Question 7

What's included in the free Starter plan?

Accepted Answer

The Starter plan includes 3 lifetime AI proposal drafts and 10 section rewrites — enough to evaluate the product on a real pitch. You get access to essential templates, single user workspace, and PDF export. No credit card required.

Question 8

What happens when I reach the free tier limit?

Accepted Answer

When you hit the limit, you can upgrade to Professional or Agency Team for unlimited usage. Your saved proposals remain accessible, and you can still edit and export them manually — you just won't be able to generate new AI drafts until you upgrade.

Question 9

What's the difference between Professional and Agency Team plans?

Accepted Answer

Professional ($29/mo) is for solo freelancers and consultants: unlimited proposals, generous AI usage, private snippet library, and custom branding. Agency Team ($99/mo) adds 5 seats, shared snippets and templates, role-based access, and consolidated billing for teams.

Question 10

Do you offer agency team plans?

Accepted Answer

Yes. The Agency Team plan includes 5 seats with shared snippets, shared templates, role-based access, and consolidated billing. It is designed for agencies that want a unified proposal engine across their team.

Question 11

Can I cancel at any time?

Accepted Answer

Yes — no lock-in. You can cancel your subscription from your account settings at any time. Your saved proposals are always accessible, even after cancellation.

Question 12

Do you offer annual billing or discounts?

Accepted Answer

Annual billing with a discount is coming soon. For now, all plans are billed monthly. Enterprise customers with custom requirements can contact us for volume pricing.

Question 13

Is my content private?

Accepted Answer

Yes. Your proposals, briefs, and snippets are private to your workspace and never shared with other users. bidraft does not use your content to train any model.

Question 14

Where is my data stored?

Accepted Answer

All data is stored securely on enterprise-grade infrastructure. Proposals and workspace data are encrypted at rest and in transit. We use industry-standard security practices to protect your information.

Question 15

Can I delete my data?

Accepted Answer

Yes. You can delete individual proposals at any time. If you delete your account, all associated data is permanently removed from our systems within 30 days.

Question 16

Do you have a data processing agreement (DPA)?

Accepted Answer

Yes. Enterprise customers can request a DPA for GDPR compliance. Contact us at support@bidraft.app for enterprise agreements.

Question 17

How does invoicing work in bidraft?

Accepted Answer

Pro and Team plans include full invoicing. Create invoices with line items, tax, discounts, and custom branding. Send invoices via email directly from bidraft. Clients view invoices via a public link — no login required. Track status (draft, sent, viewed, overdue, paid) from your dashboard.

Question 18

What currencies does invoicing support?

Accepted Answer

bidraft supports 10 currencies: USD, EUR, GBP, CAD, AUD, JPY, CHF, SEK, NOK, and DKK. You can set a different currency for each invoice.

Question 19

Can bidraft send payment reminders automatically?

Accepted Answer

Yes. Enable automated reminders on any invoice and configure when they send (e.g., 3 days before due, on due date, 7 days after). bidraft sends professional reminder emails to your client automatically.

Question 20

Is invoicing included in the free plan?

Accepted Answer

No. Invoicing is available on Professional ($29/mo) and Agency Team ($99/mo) plans. The free plan focuses on proposal drafting so you can evaluate the core product.

Question 21

What export formats do you support?

Accepted Answer

bidraft supports three export formats: PDF (professionally typeset with your branding), Client Presentation Link (live web view), and Markdown (for pasting into Notion, Google Docs, or other tools).

Question 22

Can I integrate bidraft with my CRM?

Accepted Answer

Direct CRM integrations are on the roadmap. For now, you can export proposals as PDF or Markdown and attach them to your CRM records manually. Let us know which CRM you use — we prioritize integrations based on customer demand.

Question 23

Can I import existing proposals?

Accepted Answer

Not yet, but it's coming. For now, you can save sections from your existing proposals as snippets in your library, then inject them into new proposals. This lets you reuse your best content across pitches.

Question 24

Can multiple team members work on the same proposal?

Accepted Answer

Yes, on Agency Team plans. Multiple users can access and edit the same proposal. Changes are saved in real-time, and you can see who made what changes in the proposal history.

Question 25

How do shared snippets work?

Accepted Answer

On Agency Team plans, snippets saved by any team member are available to everyone in the workspace. This lets you build a shared library of case studies, service descriptions, and boilerplate that the whole team can reuse.

Question 26

Can I set permissions for team members?

Accepted Answer

Yes. Agency Team plans include role-based access. You can set team members as Admin (full access), Editor (can create and edit proposals), or Viewer (read-only access).

Question 27

How does billing work for team plans?

Accepted Answer

Agency Team plans are billed monthly at $99/mo for 5 seats. Additional seats can be added at $15/mo per seat. Billing is consolidated under one subscription, and the workspace owner manages payment.

Question 28

What payment methods do you accept?

Accepted Answer

We accept all major credit cards (Visa, Mastercard, American Express) via Stripe. Enterprise customers can request invoice billing.

Question 29

How do I get support?

Accepted Answer

Email us at support@bidraft.app. We typically respond within one business day. Professional and Agency Team customers get priority support.

Question 30

Do you offer onboarding or training?

Accepted Answer

Agency Team customers get a free onboarding call to help set up templates, snippets, and team workflows. We also have video tutorials and documentation available for all users.

Frequently Asked Questions

Product & Features

Pricing & Plans

Security & Privacy

Invoicing

Exports & Integrations

Workflow & Collaboration

Billing & Support

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