Bid Management

Secured SharePoint system for online bidding and document submission process

Request a Free Demo Roles & Features View Process User Guide

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

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

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
The Bidders will get another notification when the Bid is closed
The Bidders will get another notification when the Bid is closed
For automating the email sending process, download the Power Automate Package from the link below and import it in your environment. You can also go through the Power Automate Import Guide
Download Power Automate Package Power Automate Import Guide

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

Ready to get started with Bid Management System?

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