Introduction

Bidsketch is the go-to platform for creating professional proposals effortlessly, promising to reduce time and enhance client presentation. Visit their homepage at bidsketch.com to explore their innovative solutions. Known for its core feature set, including customizable templates and e-signature collection, Bidsketch helps businesses grow by streamlining proposal processes. Integration with IdentityCheck adds another layer of value through seamless ID verification, ensuring compliance and bolstering client trust.

Why Connect IdentityCheck to Bidsketch

Integrating IdentityCheck with Bidsketch offers several compelling benefits. Firstly, it enriches the proposal process by ensuring rigorous identity verification through KYC checks, helping you build credibility with clients. Secondly, the integration automates the tedious task of client identity checks, saving time and minimizing errors. Particularly intriguing is how IdentityCheck enabled Guardian Tax Solutions to cut their onboarding time by 90%, as detailed in this case study. Your proposal processes can reach new heights of efficiency by integrating these systems.

Setting Up the Integration

1. Log into your Bidsketch account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Follow the prompts to connect your IdentityCheck account, entering API keys when requested.
4. Configure initial settings such as default identity checks and user roles.
5. Test the integration to ensure smooth connection and that identity verification performs as expected.
6. Update your team on the new capabilities to maximize usage.

How It Works in Bidsketch

In Bidsketch, once IdentityCheck is integrated, the process of client verification starts at the proposal stage. Imagine drafting a compelling proposal; the system now automatically initiates an identity check for the client as a built-in step. By verifying identity at this critical moment, it ensures all client data is secure and authenticated before proceeding with e-signatures or contract agreements.

Frequently Asked Questions

• How is data stored and protected? All data from the identity checks are securely stored in compliance with GDPR and industry standards, ensuring your clients’ information is protected.
• Can identity checks be customized for specific clients? Yes, settings can be adjusted to tailor checks to meet unique client needs or industry requirements.
• What happens if an identity check is incomplete? The system will prompt both the client and internal team to resolve the issue, ensuring no proposal proceeds without completed checks.

Final Thoughts

Integrating IdentityCheck with Bidsketch not only smooths out the proposal process but provides a robust, reliable method for ID verification. It’s an investment in time-saving and security that pays off, as seen in companies who’ve reaped the benefits of streamlined onboarding and greater compliance. With these efficiencies, your business can focus on what it does best: growing and serving clients.