Review proposal fees for risk exceptions
Catch fee exceptions before they become client surprises.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Proposal Fees
Tool to list all fees for a proposal. use after confirming the proposal id exists; supports pagination.
Why this helps
Unusual proposal charges can hide until late in the sales process.
- Catches exceptions earlier
- Supports pricing governance
- Reduces surprise corrections
Setup
Build it in a few focused steps.
- 1Connect 21risk and Bidsketch once.
- 2Create a scheduled proposal fee review automation.
- 3Tell Notis to list proposal fees and flag entries that meet your exception rules.
- 4Choose the recurring schedule and report channel.
- 5Test with one scheduled run.
Questions about this workflow
Can it inspect fees across proposals?
Yes, run the workflow for each proposal scope you provide or configure.
Can it change flagged fees?
No, review findings first and use an update workflow for approved changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Bidsketch. A trigger fires from one place; an action lands in another.
21risk triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
21risk and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bidsketch.