New: Ask BB. A bid assistant that only does bids, and asks before it saves. See it work
Team workflow

Everyone knows the next step.

Bid plans give every step an owner and an act-by date. Do next shows each person what is theirs, today. Roles and named rights decide who can decide, price, sign and submit.

Live in early accessStage: Win
app.botbid.ai/bids/planSample data
Sample BotBid screen: Bid plan with locked steps. Fictional companies, people and figures.
What it does

Team workflow at a glance.

Do next

Your steps across every live bid, in date order.

Lanes

Who does what on each plan, at a glance.

Six roles

Owner, Admin, Bid manager, Estimator, Writer and Viewer.

Five named rights

Approve prices, sign, use the vault, reveal passwords and submit bids.

People

A directory of the people who win your bids.

Project managers, engineers and technicians, with titles, certifications, expiry dates and resumes, ready for key-personnel sections.

  • Expiry dates watchedCertifications that lapse soon are flagged.
  • Add people by chatTell Ask BB, or attach a resume and confirm the card.
app.botbid.ai/peopleSample data
Sample BotBid screen: People directory with a resume suggestion. Fictional companies, people and figures.
What stays with you

Team workflow: your call.

BotBid prepares, checks and records. These decisions stay with the people you name.

  • Each person’s role
  • Who holds each named right
  • Who owns each step
Watch

See Team workflow in under a minute.

Who does what

Team board

Read transcript

Illustrative narration with fictional examples. Review source requirements and approve prices, signatures and submissions yourself.

The estimator. The owner. The office. Everyone sees their own steps, in order, with the date they have to act. Nobody asks, "Wait, who was doing that?"

Questions about Team workflow

Can we have different people approve prices and sign?

Yes. Price approval, signing, vault access, password reveal and submission are separate named rights.

Do people records need logins?

No. The staff directory holds records for proposals. Members with logins are managed separately.

Does an Owner always see everything?

The Owner always sees every area, so they can give themselves a permission when needed.

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.