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 Workiro:

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. Sign NDA

8. Complete tender documents

9. Complete tender pricing proposal

10. Submit full tender response by deadline

11. Chase tender decision

12. Tender decision debrief and evaluation

See more sales templates_

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