Softwr

Proposals · head to head

Bidsketch vs Custify

Bidsketch logo

Bidsketch

Proposals

Professional Proposal Software

From
$29/month
Rated
-
Custify logo

Custify

Customer Success

Customer Success Software for SaaS

From
$399/month
Rated
-

The short version

  • Each has a real cost: Bidsketch tiers are seat caps rather than feature sets, at 1 user on Solo, 3 on Team and 8 on Business, with the same features throughout; Custify no mobile app for on-the-go customer success management
  • They diverge on capability: Bidsketch covers Proposal templates, Custify covers Health scores.
  • Prices and features above were last checked on 30 August 2026.

Where they differ

Only the attributes on which Bidsketch and Custify actually diverge.

Attributes where Bidsketch and Custify differ
AttributeBidsketchCustify
Starting price$29/month$399/month
CategoryProposalsCustomer Success
Founded20102017

Identical on both: pricing model (Unknown), free tier (No), platforms (Web), user rating (Not yet rated).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Bidsketch

  • Proposal templates
  • Reusable content
  • Electronic signatures
  • Analytics
  • PDF export
  • FreshBooks
  • Zapier
  • Basecamp

Only in Custify

  • Health scores
  • Playbooks
  • Task automation
  • Customer 360
  • Churn alerts
  • HubSpot
  • Intercom
  • Stripe

Both cover

  • Salesforce
  • Web support

What people use each for

The jobs each tool is most often brought in to do.

Bidsketch

  • Writing and sending client proposals from templatesnot Custify
  • Electronic signature and approval on a proposalnot Custify
  • Tracking when a proposal is openednot Custify
  • Reusable fee and content sections across proposalsnot Custify

Custify

  • Customer Successnot Bidsketch
  • Saasnot Bidsketch
  • Automationnot Bidsketch

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Bidsketch

  • Tiers are seat caps rather than feature sets, at 1 user on Solo, 3 on Team and 8 on Business, with the same features throughout
  • The $15 Starter plan is annual only, caps clients at 25 and excludes e-signatures and custom domains
  • Team is $79 a month billed monthly against $47 billed annually, a large gap for paying monthly
  • There is no free tier, only a 14 day trial

Custify

  • No mobile app for on-the-go customer success management
  • Limited reporting customization options

Pricing, plan by plan

Bidsketch

$29/month

No published plan breakdown. See the Bidsketch review.

Custify

$399/month
  • Starter$399/month
    • Customer 360 view
    • Basic health scoring
    • Task management
  • Growth$undefined/mo
    • Expansion opportunity identification
    • Advanced automation
    • Custom dashboards

Which should you pick?

Choose Bidsketch if

  • You need proposal templates.
  • You also want reusable content.

Choose Custify if

  • You need health scores.
  • You also want playbooks.

Questions people ask

Is Bidsketch or Custify better?
Neither clearly leads. Bidsketch starts at $29/month and Custify at $399/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Bidsketch or Custify?
Bidsketch starts at $29/month and Custify at $399/month.
Does Bidsketch or Custify run on more platforms?
Both run on Web, so platform support will not decide this one for you.
What is Bidsketch best used for?
Bidsketch is most often used for writing and sending client proposals from templates, electronic signature and approval on a proposal, tracking when a proposal is opened, reusable fee and content sections across proposals. Of those, writing and sending client proposals from templates and electronic signature and approval on a proposal are not what Custify is typically brought in for.
What can Bidsketch do that Custify cannot?
Bidsketch covers Proposal templates, Reusable content, Electronic signatures, Analytics. Custify covers Health scores, Playbooks, Task automation, Customer 360. Both handle Salesforce, Web support.

Answered from the vendors’ own pages

Bidsketch: Does Bidsketch offer a free trial?

Yes, Bidsketch offers a free trial. The site includes a 'START FREE TRIAL' call-to-action button to begin without payment.

Source
Custify: How much does Custify cost?

Custify pricing starts at $399-$899 per month depending on team size and seats. Pricing is quote-based for larger teams, with no per-seat fees on higher tiers.

Source
Bidsketch: What are the specific pricing tiers and costs?

Specific pricing details are not disclosed on the homepage. Visitors must navigate to the /pricing/ page or contact Bidsketch directly to learn about available plans and costs.

Source
Custify: What CRM systems does Custify integrate with?

Custify integrates with HubSpot, Salesforce, Zoho CRM, Zendesk Sell, Intercom, Pipedrive, Close CRM, Freshworks CRM, and 200+ other applications through Zapier.

Source
Custify: Does Custify have a mobile app?

No, Custify does not offer a dedicated mobile app. It is a cloud-based web platform accessible via browser on mobile devices.

Source
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