Tender Management

Quick Wins Save time and effort with our Gold-Vision tips Read more

Accurate Forecasting Manage multiple quotes and keep your tender forecast accurate.   Read more

Integrate with Barbour Import new Barbour ABI leads into Gold-Vision and create Opportunities, Accounts and Contacts. Read more

Quick Wins

Gold-Vision can offer a number of quick wins in terms of setting up your process for managing tenders. Some quick wins might include defining your tender process stages, controlling who updates fields, managing automated activities to control your process, reminder alerts to trigger prior to key milestones.
This can be setup as per the examples below.

Define stages to reflect the tender process		Create dashboards to manage the tender process
Control who can update fields in the Opportunity		Use Alerting to follow up your tenders
Create Reminder Alerts

Define stages to reflect the tender process

As your tender moves through your process lifecycle and your team manage the stage against the Opportunity.

You can use the Stage History to understand how well your tender is progressing and the duration at each stage.

See your Administrator or our Admin Help Site for information about how to do this.

Create Dashboards to manage the tender process

Create charts to see the progress of your tenders, pin to Dashboards and share with your colleagues.

See more about Dashboards

Control who can update fields in the Opportunity

In this example the field called Terms Agreed is only editable by the Finance Team.

See your Administrator or our Admin Help Site for information about how to do this.

 

Use Alerting to create Activities for the follow up of each tender

Typically, a tender process requires a number of processes to be managed internally including review meetings for qualification as well as create tender documents and review. Automating activity setup can be useful to ensure that key project team members are aware of actions required and when they are due.

These activities can be used for reporting as well as building in improvements in your tender process timing.In this example 2 activities are automatically created: First to arrange an internal meeting, secondly to follow up the quote.

See your Administrator or our Admin Help Site for information about how to do this.

Create Reminder Alerts

During the process you may want to introduce some reminders either via email or on screen in Gold-Vision. These reminders can be triggered to alert at key points so that you don't forget important milestones as a team.

In this example the owner of the Opportunity gets a Gold-Vision reminder when the Bid Submission Date is ahead by less than 4 weeks.

See your Administrator or our Admin Help Site for information about how to do this.