Move a tender through its stages to submission
A tender is created, moved through stages and submitted. The stage history is the audit: it answers when the decision to bid was taken and on what.
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Tenders
Tenders is for bidding work: the pipeline of opportunities, the documents each one needs, the scoring behind the decision to bid, and the named approval that let the submission go out.
Try it in the demotender · 5 tasks
Before you start
- Approval steps, with real people named — a tender approval that routes to a role nobody holds will sit until the deadline passes.
- A document library, so the same certificates are not re-attached from somebody’s desktop each time.
What Tenders does
Bidding work: the pipeline, the documents and who approved the submission.
Get the submission approved
Approval steps put a named person in front of the submission to approve or reject it. Both outcomes are recorded — a rejection with a reason is worth more than a bid that quietly never went.
Manage attachments
Attachments can be seen, added, renamed, replaced or removed, each under its own permission. Replace rather than re-add when a document supersedes another, so the bid cannot go out carrying both versions.
Use scoring rules, import sources and the document library
Scoring rules make the decision to bid consistent rather than a matter of who read it. Import sources bring opportunities in; the library keeps the documents you attach to all of them.
Read the pipeline and reports
The pipeline is the forward view, the reports the backward one — what was bid, what was won, and what it cost to find out.
Worth knowing
- Deadlines are held in UTC. A tender that closes at midnight closes at midnight in the deadline’s own terms, not in the reader’s.
What it claims to do
The capability list this guide is written against, unabridged. Nothing above adds to it.
Tenders on the Sales page- Tenders created, moved through stages and submitted
- Approval steps where a named person approves or rejects
- Attachments seen, added, renamed, replaced or removed
- Scoring rules, import sources and a document library
- Pipeline and reports
Where it connects
The modules Tenders hands work to, or takes it from. Most problems that look like one module are a handover between two.