Active Bids
One place to track every bid you are preparing, from compliance to submission.
Active Bids
Active Bids is where you run the bids you have decided to pursue. It shows how ready each bid is, what is still open, and how many days are left.
Opportunities help you decide what to bid on. Active Bids helps you get it submitted.
How a bid gets here
A bid appears in Active Bids when its opportunity's status is Bidding.
Tip
Link an analyzed RFP to the opportunity first. The analysis fills the mandatory and rated checklists in the war-room. Without it, those lists start empty.
The Active Bids page
The header sums up your pipeline, for example: "3 in progress · 1 awaiting result · next deadline in 5 days · 1 past close".
Bids are sorted by closing date and grouped into three sections:
| Section | What is in it |
|---|---|
| (top, no heading) | Bids still open for submission |
| Submitted | Bids you marked submitted, waiting for the buyer's decision |
| Past close | Bids whose deadline passed without being marked submitted |
Each card shows:
- Readiness ring: overall progress, out of 100
- Reference number, title and buyer
- Mandatory: mandatory criteria met, for example 4/6
- Package: required documents marked final, for example 3/5
- Win prob: the calculated win probability, if you have run it
- Value: the estimated contract value, if known
- A countdown of days to close (amber at 14 days, red at 7)
Click a card to open its war-room.
Warning
A bid in Past close needs action. Mark it submitted if you sent it, or record the outcome, so your pipeline stays accurate.
What readiness measures
Readiness tracks the same things as the submission gates:
| Part | Weight | Counts as done when |
|---|---|---|
| Mandatory criteria | 50% | Marked Compliant |
| Required documents | 30% | Marked Final |
| Send checks | 20% | Ticked done (only once you build them) |
If a part does not exist yet, readiness is based on the parts that do.
A typical bid
- Commit: move the opportunity to bidding.
- Load the criteria: link the analyzed RFP.
- Build the package: create the document checklist and assign owners and due dates.
- Close the gaps: work through the mandatory criteria until each is compliant.
- Ask questions: send clarifications before the question cut-off.
- Price it: compare your price with similar past awards.
- Final checks: build and tick the send checklist.
- Submit: click Mark submitted, then Record outcome once the buyer decides.
Next steps
- The War-Room: every panel of a bid's workspace
- Submission Package & Gates: documents, checks, questions and submitting
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