Is there a solution for rebids or subsequent bids on deals?

C Wolfe
C Wolfe Member Posts: 1
edited March 25 in Sales CRM #1

As a construction sub contractor we need to deal with several iterations of project plans before the the project gets awarded. We need to submit a bid for each iteration either for the same value or an updated value. I was wondering if there is a way to handle this situation effectively Pipedrive

Answers

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,067 COMMUNITY MANAGER
    First Answer First Anniversary 5 Likes First Comment

    Hi @C Wolfe, there could be a few different ways to go about this which will depend on how you handle your deals and how they progress in real life. Here are a few suggestions off the top of my head:

    - You could have a pipeline for bids and a separate pipeline for actual awarded/ongoing deals. This might be useful if you really need to have detailed and separate reports on bids and deals
    - You can have one or more custom fields in the deal where your bids are recorded
    - You can register separate bids as activities in the deal