The Scenario
A marketing agency just updated its standard process section — "Our Process" — and it needs to appear in all ten draft proposals currently sitting open in Bidsketch. The account manager who built the proposals is out this week, and nobody wants to open ten proposals individually and paste in the same content block ten times.
One of the junior team members volunteered to handle it. Two hours later they had finished eight of the ten and couldn't tell which two they'd missed.
The bad version:
- Open Bidsketch, click into the first draft proposal, navigate to the sections area, click "Add Section," select the section type, paste in the content, save. Note the proposal name so you know which ones are done.
- The content block has some formatting — a heading, a few bullet points, a closing line. Pasting into the Bidsketch editor sometimes strips the line breaks. You spend ten minutes reformatting before moving to the next proposal.
- Three proposals in, the browser session times out. You log back in and can't remember where you left off in the list.
Content that needs to be consistent across proposals is exactly the kind of thing that goes wrong when it's entered by hand, one at a time.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the workbook and communicates with Bidsketch through its built-in integration — reading the content block you've written in the workbook and appending it to every draft proposal in a single operation.
Add the opening section text from cell A1 to all 10 proposal IDs listed in column B of my Excel file as opening sections in Bidsketch
What You Get
- The content from the specified cell appended as the specified section type to every proposal ID listed in column B.
- Each row gets a status written next to it — "added" if the section was appended successfully, or an error note if the proposal wasn't found or wasn't in draft status.
- No formatting guesswork: SheetXAI sends the content to the Bidsketch API directly, bypassing the editor paste behavior.
- If a proposal in column B has already moved out of draft status, it's flagged rather than modified.
What If the Data Is Not Quite Ready
You don't have the proposal IDs — you only have proposal names
Look up the Bidsketch proposal IDs for the proposal names listed in column A of my Excel file, write the IDs into column B, then add the closing section content from cell D1 to every draft proposal found
You want to add a closing section instead of an opening one
Take the closing section content in cell C1 of my Excel file and add it as a closing section to every draft proposal ID listed in column A, then write "done" or the error message into column B for each row
Some proposals are in the wrong status and should be skipped
For each proposal ID in column B of my Excel file, check whether it is currently in draft status in Bidsketch. Add the section content from cell D1 only to the ones that are draft. Write "added," "skipped — not draft," or the error into column C for each row.
Fetch all current draft proposals, add the section, and summarize what was updated
Fetch all draft proposals from Bidsketch and list their IDs and names in columns A and B of my Excel file. Then add the closing section content from cell D1 to every one of them. In column C, write "added" or the error for each row. In a summary cell, write how many proposals were updated successfully.
Pull, act, and confirm in one pass — no separate fetch step.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with your proposal IDs in a column and your section content in a cell, then ask it to append the section to every draft proposal in Bidsketch. For the step before this — creating the proposals themselves — see the guide on bulk-creating Bidsketch proposals from an Excel workbook, or browse the full Bidsketch integration overview.