Projects and tenders
Decide whether to bid (Go / No-Go)
Score the opportunity on your bid criteria, check the tender is ready and there is time, and send it for the Go decision; a Go asks presales for the estimate with a due date.
2 min readLast updated
In this article
Before spending time on an estimate, decide whether the bid is worth it. The Go / No-Go tab of an opportunity scores the bid, checks it is ready and sends it to the decision-maker (the General Manager in the process packs).
Before you start
Set up the Bid criteria in CRM settings: each criterion has a weight and a maximum score. The process packs add a starting set.
Set the Minimum bid score (%) and the Days needed before the deadline in Process settings.
Score and submit
Open the opportunity and go to Go / No-Go.
Give each criterion a Score and select Save scores. The Weighted score is shown against the Threshold.
Check the list: the score must reach the threshold, every tender requirement must be done (or not applicable), and the tender's submission deadline must be far enough away.
When every check passes, select Submit for Go. The request appears in the decision-maker's Approval Centre.
What a Go does
The opportunity's bid decision becomes Go, and an estimate request goes to presales: it is assigned to the opportunity team's presales engineer and is due a few days before the tender deadline (5 by default). See Request a quotation from pre-sales.
Decide not to bid
Select Record No-Go and give the reason. When your company requires the Go / No-Go, the opportunity is closed as lost ("No bid") and its tender is marked as not bid.
Common questions
Can we mark an opportunity won without a Go? Not when your company requires the Go / No-Go: record the decision first. Marking a bid lost then also asks for the reason and the competitor who won.
Who can score? Anyone with permission to evaluate bids.