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Tender Management
by HSOMicrosoft 365Paid
Manage bids, tender documents, revisions, and risk-based workflows within Dynamics 365.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
Tender Management supports bidding, procurement, and tender activity in Dynamics 365 for Customer Engagement. It records several proposals linked to the same opportunity or project and supports pipeline and forecast reporting without counting them separately. Supplier and partner documents can be handled through email or file-sharing platforms. Project risk categories can determine process flows, Stage-Gate steps, and required fields during tendering.
Key capabilities
from the Microsoft Marketplace listingProposal tracking
The add-in records multiple or alternative proposals against one opportunity or project.
Pipeline forecasting
The add-in supports reporting on proposal pipelines and forecasts.
Supplier documents
Documents from suppliers and partners can be managed through email or file-sharing platforms.
Document revisions
The add-in includes version control and revision functions for tender documents.
Risk-based workflows
A project risk category can determine the relevant business process flow, Stage-Gate process, and mandatory fields.
Use cases
- Leads and opportunities can be used to follow the commercial tender phase in Dynamics 365 for Customer Engagement.
- When a project category changes during tendering, the related business process flow changes with it.
In the catalog
328 plugins in Dynamics 365 · Analytics
Price distribution: 6 free, 11 freemium, 302 paid, 9 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Dynamics 365
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Every tendering process is a combination of stakeholder, risk and project management, and the complexity of this process is growing. By using Tender Management, you obtain a firm grasp on your bidding, procurement or tender processes with accurate reporting. Compared to standard sales processes, tender management …»