Growth · Pre-Sales & Bids
Stop losing bids to the version that was never sent.
Included from Professional upward.
The estimate is a spreadsheet, the quotation a Word file, and the bid a folder. Nobody can say which numbers the client actually got.
What it does
Bids, estimates and quotations, with the numbers behind them.
- 01
Bids as records
What was bid for, by when, and where it stands.
- 02
Estimates that become quotations
The effort behind the price, kept with the price, so the delivery team inherits the assumptions they will be held to.
- 03
Superseded, never overwritten
A revised number does not erase the one the client was given — that is what makes past work explainable.
For example
The estimate that won the work is the one delivery is held to
- 1An RFP arrives. A bid record is opened with what is being bid for and by when.
- 2The effort is estimated, and the estimate carries the assumptions behind the number.
- 3A quotation is issued from it, so the price and its workings stay together.
- 4The client asks for a revision. The old number is superseded, never overwritten.
- 5The bid is won and becomes a contract and a project — with the estimate still attached.
Nobody has to ask which version the client actually received, and delivery inherits the assumptions rather than just the price.
How it runs
In, through, out
An opportunity needs a number
It is estimated and quoted
It is won and becomes a contract, or lost with the reason
The estimate that won the work is the one delivery is measured against, because it is the same record.
In the product
Actual screens, not mockups
It does not work alone
What Pre-Sales & Bids is connected to
The point of one set of records is that these are not integrations. They read the same rows.
Problems it solves