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Tender Management
Simplify your role in the tender process
Overview
If your products are specified in a project that is out for tender, multiple contractors may all be requesting quotes from you. This tool gives you a way to track bidders and quickly and easily create a copy of the quote documents.
Keeps your pipeline clean
Saves time
Improve efficiency
Tender management is an add-on for the Salesforce Sales Cloud that addresses the need for better handling of quotes that are part of the tender process in the building / construction industry. If your products or materials are specified in a project that is out for tender, multiple contractors may be requesting quotes for the same opportunity. This tool gives your sales team a way to track who is bidding on the tender and to quickly and easily create a copy of the quote documents for each bidder. For each project you need to create only one opportunity and a single quote that can be used as a template for each bidder. This keeps your pipeline clean and makes changes and updates to the specification a simple task no matter how many bidders you are working with.
Categories
- Business Needs
- Quotes & Orders
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged Package