INSPIRATION: SALES TASK TEMPLATES

Bids and Tender Process_

Submitting a proposal can be a highly detailed, complex and time-consuming process. Make sure not to miss a thing by creating tasks and templates for every step. Check out these examples you could use:

Example task templates for bids and tender procedures_

Set up your own templates or click on any of the below to create them as tasks in GetBusy:

1. Register on tender portal

2. Review and assess RFP/RFQ/tender requirements

3. Confirm participation

4. Submit questions for clarification before deadline

5. Gather information (technical/specialist)

6. Review documents with Legal

7. Complete tender documents

8. Complete tender pricing proposal

9. Submit full tender response by deadline

10. Chase tender decision

11. Tender decision debrief and evaluation

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