Bid and tender management

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Projects dashboard with activity centre to the right

Gather everyone around a single point of truth

Bids and tenders often need input from different people, on different teams, at different times. Managing this manually (without errors) is challenging, especially with short timescales thrown into the mix! Gold-Vision can help, providing a single point of truth for:

  • Tender receipt date
  • Deadline date for response
  • Expected project start date
  • Pre-assigned tasks
  • Bid management checklist
  • Bid submissions
Estimate with product and price list pickers

Pricing and products at your fingertips

Manage your full product database from your CRM, with the option to either import or manually create the products you need. With our seamless finance integrations, you can synchronise your existing customers, suppliers and products with Gold-Vision.

Your team can use Gold-Vision to create estimates in multiple currencies and access comprehensive price list options, including:

  • Quickly apply discounts or update quantities per product
  • Price lists offer unique percentage discounts or fixed pricing
  • Full multi-currency support

Estimate with confidence

Gold-Vision’s intelligent estimating features give you all the tools you need to save time during pre-bid prep, submission, and beyond including:

  • Estimates based on sites or projects
  • The ability to copy an existing estimate between different projects with similar requirements
  • Branded templates at the click of a button

Refine your strategy and win the business

The bid and tender process can span a long time, and trying to keep oversight on that without clear reporting is no easy task. This is where dynamic dashboards can help! These live views give you increased visibility into your entire bid and tendering processes. Identify delays quickly.

Integrate with your key business tools

Leave the spreadsheets and siloed data behind when you switch to a fully integrated CRM solution.

Glenigan

Sharepoint

ERP integrations

Barbour

Outlook

See all integrations

We’ve helped many other businesses like yours – will you let us help you?

Read the full insight

New projects are imported from Barbour ABI into CRM as leads, where our sales reps qualify them. Previously, no one knew who was doing what and whether leads moved successfully from marketing to sales. In Gold-Vision, all sales reps can see their projects quickly and we have full visibility

Chris Rhodes
Managing Director

Deliver your best work with Gold-Vision

Get in touch today for a personalised demo.

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