Tips, Tricks & Best Practices

JRoberts57
Member

Workflows for Bid Management

SOLVE

I would like to create a workflow that tracks bids for our company, we regularly tender for work within both public sector and privtae sector clients. 

The idea is that we can track the progress of the bid, assign tasks to members of the team, create deadlines for important milestones and submissions dates, ensure we can't move through the workflow until tasks have been completed, have several bids running at one time, etc. In something similar to a gantt chart to show all required actions, timelines, outstanding issues, etc. 

I'm currently struggling to understand what criteria I need to include (or how to include it) to relfect this.

 

Any help is appreciated. 

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1 Accepted solution
matthew-aire
Solution
Contributor

Workflows for Bid Management

SOLVE

Hi @JRoberts57 ,

 

What level of subscription do you have for HubSpot? It would be possible to start tracking this information either using a Custom Object labelled something similar to 'Bids' or using the Tickets/Deals object & pipelines to track individual Bids along a pipeline.

 

You could use workflows for automatic task creations & team assignments etc. You would also use pipeline rules to block when a Bid can move to the next stage. To block Bids moving throgh the process based on Tasks being completed will also require some additional set up, such as creating Deal/Custom Object properties based on each Task which are ticked as 'Completed'. 

 

To show this information in a Gant chart in HubSpot is not possible. However you could pull this data from HubSpot using an integration into a 3rd party tool such as Google Sheets using an app like Coefficient. I did look to see if Airtable or Softr could be a solution to pull data from HubSpot in to and display data in a Gantt Chart format, however this doesn't look possible currently if the data sits at the Deals/Custom Object level.

 

Happy to discuss this further with you. Please let me know your thoughts on the bove.

 

Many thanks,

 

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Matt Aire
HubSpot Freelancer | Founder @ pocketpros

Let's chat HubSpot - book a meeting

 

👌 If my reply was useful and helped answer your question, please mark it as a solution to help the community!

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2 Replies 2
matthew-aire
Solution
Contributor

Workflows for Bid Management

SOLVE

Hi @JRoberts57 ,

 

What level of subscription do you have for HubSpot? It would be possible to start tracking this information either using a Custom Object labelled something similar to 'Bids' or using the Tickets/Deals object & pipelines to track individual Bids along a pipeline.

 

You could use workflows for automatic task creations & team assignments etc. You would also use pipeline rules to block when a Bid can move to the next stage. To block Bids moving throgh the process based on Tasks being completed will also require some additional set up, such as creating Deal/Custom Object properties based on each Task which are ticked as 'Completed'. 

 

To show this information in a Gant chart in HubSpot is not possible. However you could pull this data from HubSpot using an integration into a 3rd party tool such as Google Sheets using an app like Coefficient. I did look to see if Airtable or Softr could be a solution to pull data from HubSpot in to and display data in a Gantt Chart format, however this doesn't look possible currently if the data sits at the Deals/Custom Object level.

 

Happy to discuss this further with you. Please let me know your thoughts on the bove.

 

Many thanks,

 

LinkedIn Profile Photo (1).png

Matt Aire
HubSpot Freelancer | Founder @ pocketpros

Let's chat HubSpot - book a meeting

 

👌 If my reply was useful and helped answer your question, please mark it as a solution to help the community!

0 Upvotes
PamCotton
Community Manager
Community Manager

Workflows for Bid Management

SOLVE

Hey @JRoberts57, thank you for posting in our Community!

 

I would recommend creating custom pipelines to track bids from identification to submission. Utilize tasks, deadlines, and dependencies within each stage of your pipeline.

 

To our top experts, @TomM2 and @matthew-aire do you have any recommendations for @JRoberts57 matter?

 

Thank you,

Pam

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