Win the bid

Take a bid from the first stage to the decision: the tender, the proposals, the price and what follows.

• Opportunities and stagesCreate an opportunity, know its type, and move it through its stages with approvals, to won, lost or not pursued.
• Plan the captureMake the case for bidding in seven steps that Costimate fills in for you to confirm, score the bid, send your recommendation to the approver, and see what the warning at Decision means.
• Read the tender with AILet AI read the tender's files and list everything you must hand in, with its deadline, limits and weighting, then check the list and keep it as the bid's checklist.
• Write the technical proposalBuild the technical proposal section by section, written here or uploaded as a PDF, with what your library holds and drafts from AI, then print it as one PDF.
• Price the bidBuild the cost of a bid in its commercial proposal, line by line from your rate card, with sub-lines, labor, subcontractors and PMO.
• Mark-ups, approval and the final priceSend the costs for approval, set the mark-ups that make the selling price, finalise the proposal and print it for the client, and make a new revision when something changes.
• Submit and follow upCheck what may still be missing, move the bid to Submitted with the day the client is expected to decide, answer the client's questions round by round, and follow the bid to its decision.
• Your rate cardYour company's rate card in Commercial settings, which every bid copies when its pricing starts, with the templates of service lines and the scorecard of the bid decision.