Keep clients apart
Each client is its own workspace with its own data, documents, people and approvals. One client can never see another’s data.
- Switch workspaces from one sign-in
- Roles set per workspace
- Separate company profile and vault
Solutions
Several clients.
One way of working.
Run each client in its own walled workspace today, with the same Radar, plans, writer and approvals. Multi-client consultant mode and white-label are on the roadmap.
The jobs you own
Where BotBid helps bid consultants and agencies.
Onboard a client quickly
Start from the client’s website and documents. BotBid suggests industries, services, service area and company facts for the client to confirm.
- Starter kits for the client’s trade
- Teach BB from their documents
- Staff and resumes in the directory
Do the work, leave the decisions
Write, plan and check as a Bid manager or Writer while the client keeps price approval, signing and submission.
- Client-side approvals
- Every change on the record
- Pre-flight before hand-in
A day with BotBid
A day in bid consultants and agencies, with BotBid.
Sample dataAn illustrative day
- 8:00 AMYou switch to Client A: two new matches and a question due today.
- 10:00 AMClient B: you draft the approach section and mark it ready.
- 1:00 PMClient B’s owner approves the price in their own workspace.
- 3:00 PMClient C: you start onboarding from their website.
What stays with people
- The client’s Owner decides your role and rights in their workspace
- Price, signature and submission rights can stay with the client
- Vault reveal needs its own right and a step-up check
Coming next
- Multi-client consultant mode with a cross-client view Coming
- White-label for agencies Coming
- Share pages for partners Coming
- Template marketplace Coming
On the roadmap, not in the product yet.
See the roadmapQuestions from bid consultants and agencies
Can one person work in several workspaces?
Yes. A person who is a member of several workspaces switches between them from one sign-in. Each workspace keeps its own data and roles.
Is white-label available?
Not yet. White-label and a multi-client consultant mode are on the roadmap. Talk to us about your needs.
Who owns the client’s data?
The client’s workspace holds the client’s data. The terms of service cover data ownership.
Give bidding a department.
See BotBid on a full sample workspace: the Radar, a live bid plan, Ask BB, the bid writer and pre-flight. We will tailor the walkthrough to what you sell and who you sell it to.
- A person at BotBid reviews every request and walks you through.
- Sample data only: fictional companies, bids and people.
- Price, signatures and submissions always stay with your team.