Bid & Tender Management

Overview

The Bid module is a central place to create, organise and track every bid opportunity from initiation to closure. It captures the essentials, assigns tasks, monitors progress and helps ensure timely, compliant submissions, whether you're responding to public tenders, private RFPs or competitive quotations.

Creating a bid

From Bid management, add a new bid and complete four areas:

• Overview: bid name and reference, priority, customer, bid type, industry sector and a short description of scope.
• Bid details: published, deadline, award and security-deposit-return dates, plus estimated contract value and deposit.
• Bid tracking: status, win probability, and (where relevant) lost or withdrawal reason.
• Tasks: assign and coordinate the work needed to submit on time.

Bid types

• Sealed bid, submitted confidentially and opened only at the appointed time.
• Open tender: a fully public process any supplier can enter.
• Closed / invited bid: restricted to pre-qualified or invited suppliers.

Tracking & win analysis

Statuses move a bid through Draft → Submitted → Won / Lost / Withdrawn. Recording lost and withdrawal reasons, submission method and confirmation builds the data behind win-rate analytics by sector, bid type and value band.