The Bid & Project Tracking workflow helps teams manage opportunities from early bid intake
through project handoff. Users can manually create bid requests in the Estimating Pipeline
Board to track incoming opportunities, organize bid activity, and maintain visibility across
their pipeline.
When a quote is ready, users can generate a formal proposal using the Bid Submission
Form, which includes pricing, terms and conditions, and exclusions. Once submitted, the
workflow automatically updates the opportunity status, ensuring accurate tracking of bid
activity.
If a bid is won, the workflow automatically creates a project in Ontraccr and moves the
opportunity into the Active Construction Board, providing a seamless transition from
estimating into execution.
Automations Included
- Manual creation and tracking of bid opportunities in the Estimating Pipeline Board
- Launch Bid Submission Form directly from the board card
- Auto-map board card details into the Bid Submission Form
- Auto-move opportunity to “Bid Submitted” upon form submission
- Auto-create project when opportunity is moved to “Won”
- Auto-move won opportunities into the Active Construction Board
Common Use Cases
- Track bid opportunities and proposal activity in one central pipeline
- Generate formal client proposals with standardized terms and exclusions
- Transition won work from estimating into active project tracking automatically
Optional Customization Notes
- Customize pipeline statuses to match your estimating workflow
- Modify proposal templates to align with company standards
- Add forecasting or CRM-style tracking fields