A stage for each opportunity
Follow opportunities through Screening, Qualification, Technical Evaluation, Bid Preparation, Final Review and Submission.
A shared view of the work ahead
Every opportunity.
A clear next step.
Keep qualification, preparation and review connected to the opportunity. Give your team one place to see the stage, the owner and the work that needs attention.
Inside Bid Pipeline
The bid work, in view.
Move between board and table views to organise opportunities around your team’s priorities.
Clear team ownership
Keep owners, assignees and priority connected to the opportunity so the next handover has context.
A view that fits the review
Use My Queue, All Opportunities, Needs Attention and Outcomes, with filters that help focus the work.
A closer look
A view for the question your team is asking.
Different reviews need different starting points. Explore the views available in Pipeline.
Personal focus
What needs my attention?
Illustrative workflow example
- The starting point
- The opportunities assigned to or owned by you
- The context
- Stage, deadline and priority in one place
- The follow-up
- Start with your responsibilities and move the work forward.
A connected workflow
How Bid Pipeline fits into your bid.
- 01
Pursue
Bring an opportunity from Discovery into Screening.
- 02
Qualify
Review requirements against available evidence.
- 03
Prepare
Coordinate the documents and remaining actions.
- 04
Review & submit
Complete the team review and submit through the portal.
Before you start
Bid Pipeline, explained.
What happens when we pursue a tender?
It creates company-specific work in Pipeline’s Screening stage. The opportunity stays connected to the tender and its available documents.
Can team members have different access?
Yes. The company Owner grants feature permissions. Pipeline access and updates follow those permissions.
Does Pipeline submit the bid for us?
No. Your team reviews, signs and submits through the relevant procurement portal. Pipeline helps organise preparation and track the opportunity.
Do filters persist when we return?
Pipeline preferences persist for the user and company so navigation or a refresh does not require setting up the view again.
Explore the product