Bid pipeline for Construction
Template
With this Bid Pipeline Template, you can identify a bid opportunity for a project. Besides having the client information, you will also have the contractor information to contact them through the process and identify good proposals, if it is a hot opportunity and for inputting the lead information. Going through the phases and inputting new information will allow you to get the project and understand why you got it or not.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Project name
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2. Project address
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3. Client name
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4. Client email
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5. Contractor name
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6. Contractor's point of contact
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7. Contact's email
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8. Contact's phone
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9. Bid value
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10. Vendor
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11. Bid submission deadline
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12. Priority level
Prospect
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1. Company size
- Small
- Medium
- Large
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2. Lead information
Discovery
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1. First contact date
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2. Project requirements
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3. How hot is the opportunity?
- Hot
- Warm
- Cold
Submission
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1. Expected closing date
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2. Attach proposal
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3. Proposal submission date
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4. Proposal main info
Negotiation
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1. Final bid value
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2. Final outcome
- Won
- Lost
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3. Outcome analysis/reason
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4. Bid submission date
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5. Attachments