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Statuses move a bid through Draft → Submitted → Won / Lost / Withdrawn.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.