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Bid Management

Secured SharePoint system for online bidding and document submission process

Request a Free Demo Roles & Features View Process
Bid Management

Create new proposals and add bidders any time you want. Attach unlimited documents with high-level security.

Get timely reminders and never miss deadline for vendors.

Roles and Features

  • Proposal Owner
  • Evaluation Team
  • External Bidders
  • Create new bid/edit bid
  • Add bidders and evaluation team members
  • Add set bid start and end date
  • Access completed bids and documents
  • Download documents
  • Allow evaluation teams to access documents
  • Check bid activity logs
  • Evaluate bids when name is added
  • Can create new bid
  • Access completed bids and documents
  • Download documents
  • Check bid activity logs
  • Receive email notifications for new bids/change in bids
  • Check bid proposal
  • Upload documents
  • Edit documents until bid is closed

The Process

Create new bids

1 Create new bids

  • Proposal owner creates new bid
  • Add details like title, start/end date and time, description, evaluation members’ names, reminders
  • Upload documents related to bid information
 
Add bidders

2 Add bidders

  • Proposal owners can add any number of bidder names
  • Details like company name, representative, and email address is entered
 
Email notification to bidders

3 Email notification to bidders

  • Bidders are notified through emails and receive links to access bid details
  • Also receive reminder emails before a bid closing date arrives, if it is set by owner
 
Upload documents

4 Upload documents

  • Bidders upload required documents before closing date
  • They can only see their own documents due to high-level user permissions
 
Bid evaluation notification

5 Bid evaluation notification

  • Notification is sent to all team members after bid is closed
  • Evaluation can only be done after bid closing date is surpassed
  • It is mandatory for all required members to login at least once together in the system to access documents
 
Bid evaluation process

6 Bid evaluation process

  • First, the technical team evaluates bid
  • They access folders of bidders and download documents
  • Commercial team can login after technical team completes evaluation
  • Owner gives access to commercial team to evaluate
 
Activity logs

7 Activity logs

  • Activity logs are maintained throughout the complete bid life cycle, which can be reviewed by all members associated with the bid except bidders

Ready to get started with Bid Management System?

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