STREAMLINE BID MANAGEMENT
- How To Guide
- STREAMLINE BID MANAGEMENT
Sending out accurate and timely bids to potential clients is crucial for winning new business and maintaining strong customer relationships. But when the process is manual, slow, or prone to errors, it can cost you valuable opportunities. With Mapline, you can streamline your bid management process, ensuring that cost estimates are auto-calculated, bids are generated quickly, and invoices are sent out with just a click of a button. This efficiency not only speeds up your bid process but also reduces errors and enhances your professional image.
CAPTURE BID REQUESTS AND AUTO-CALCULATE COSTS
When a potential client submits a bid request, Mapline makes it easy to capture the necessary details and automatically calculate the costs. Using a Mapline data column, you can input the price of the services or products requested and let the system do the math.
As soon as the client’s request is submitted, Mapline calculates the cost based on the data provided and prepares it for the next step—sending the bid. This automation reduces the time spent on manual calculations and ensures that every bid is accurate and reflective of the services requested.
AUTO-SEND BIDS WITH A SINGLE CLICK
Once the cost is calculated, sending the bid is as easy as clicking a button. Mapline allows you to set up a button column in your dataset that, when clicked, automatically sends a pre-filled email with an attached PDF of the bid. This email can pull in all the relevant information from the form responses, such as the customer’s name, services requested, and requested date of service, along with the calculated price estimates.
This streamlined process reduces the amount of time it takes to get a bid out to a client, increasing your chances of winning the business and leaving a positive impression with potential customers.
INTEGRATE BID MANAGEMENT WITH DELIVERY LOGISTICS
Bid management doesn’t stop once the bid is sent—successful bids need to be seamlessly integrated with your delivery logistics. With Mapline, you can ensure that accepted bids are automatically routed and added to the delivery schedule, so no time is lost in getting the service or product to the customer.
By integrating bid management with delivery logistics, you can provide a seamless customer experience from the moment a bid is submitted to the final delivery. This integration ensures that all aspects of the customer’s request are handled promptly and professionally, increasing the likelihood of repeat business and customer satisfaction.
MONITOR BID STATUS AND FOLLOW-UPS
Keeping track of bid statuses and follow-ups is crucial for maintaining a competitive edge. With Mapline, you can monitor the status of all bids in real-time, from initial submission to acceptance or rejection.
By creating custom dashboards, you can easily see which bids are pending, which have been accepted, and which need follow-up. This visibility allows you to stay on top of your bid management process, ensuring that no opportunity slips through the cracks. With Mapline, you can manage your bids like a pro, winning more business and delivering exceptional service every time.
