Bid Records
Record past bids with outcomes, amounts, competitors, and documents
Bid Records
A bid record documents one bid your organization submitted (or considered). Records live in the Bid History tab of Bid Intelligence, where you can search them, open a record's detail view, and add new ones.
Record Fields
| Field | Notes |
|---|---|
| Title | Required — e.g., "IT Infrastructure Upgrade RFP" |
| Reference Number | Solicitation number, e.g., "SOL-2025-001" |
| Outcome | Won, Lost, Pending, No Bid, or Withdrawn |
| Description | Brief description of the opportunity |
| Category | e.g., "IT Services" |
| Department | e.g., "DND" |
| Agency | e.g., "PSPC" |
| Our Bid Amount | What you bid |
| Final Contract Value | What the contract was awarded/settled at |
| Currency | CAD, USD, or EUR |
| Submission Date | When you submitted |
| Closing Date | Solicitation closing date |
| Award Date | When the contract was awarded |
| Notes | Anything else worth remembering |
| Lessons Learned | What you learned — this feeds into future bid analysis |
Tip
Our Bid Amount and Final Contract Value together drive the average-win-margin analytic, and Outcome drives win rate. Even when you are backfilling old bids quickly, try to capture these three.
Competitors on a Record
Each record can list the competitors you faced on that bid. When adding one, an autocomplete searches vendor names against public federal and Québec award databases, so competitor names stay consistent — or type any name manually. You can also record a competitor's bid amount when you know it.
Competitors recorded here feed the competitor-comparison analytics and connect to your competitor profiles.
Documents on a Record
From a record's detail view you can attach documents — your proposal, the debrief letter, evaluation feedback. Accepted types are PDF, DOC(X), XLS(X), TXT, and CSV, up to 25 MB per file.
Creating, Editing, and Deleting
- Create a record from the Bid History tab, or bulk-import many at once (Importing Data).
- Edit any field later — for example, moving a Pending record to Won or Lost once results come in.
- Delete removes the record along with its competitor entries and attached documents.
Warning
Deleting a bid record also deletes its competitors and documents, and cannot be undone.
Good Habits
- Record No Bid decisions too. They cost nothing to log and reveal how much of your pipeline you decline — useful context when reviewing win rate.
- Update Pending records promptly. Analytics count pending bids separately, but stale pendings blur your true win rate.
- Write the lessons-learned field while it's fresh. It is carried into future analysis context, so a specific sentence ("lost on price; winner ~12% below us") is worth more than a blank.
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