The pipeline is every pursuit staged in one place: qualify, commit, assemble and submit, then the outcome queue. One record per tender — its pack, scorecard, clarifications, plan, submission and outcome all hang off it.
Stages
A tender is in one of four stages:
- Qualifying — added from Find or started by hand; no go / no-go decision yet.
- Live — committed to, with a bid plan being worked.
- Submitted — marked as submitted, waiting for an outcome.
- Archived — a recorded no-bid. The decision can be changed on the tender's go / no-go card to reopen it.
The steps of the bid journey are what move a tender between stages; the stages are the columns you see here.
What a row shows
Title and buyer, a mini-stepper counting the journey steps done, the deadline as a pill (neutral beyond 14 days, amber at 14, red at 7, "closed" once past) and the tender's required next step as a link — "Next: Upload the ITT pack", "Next: Record the go / no-go decision" and so on, in the journey's own words. Destructive actions sit in a "More actions" menu, never one click from the row.
Shared with client, Not shared
A bid a WayWiser bid writer starts in your workspace is not shared with you until they share it, and until then it is not in your pipeline. The writer sees a Shared with client or Not shared chip on each row and a "Client can see" filter above the list; the control that shares a bid, or takes it back, is on the tender page. Details on Team and roles.
Starting a private tender
Not every invitation arrives through a public notice. Start a new tender takes a title, buyer, reference and value for private-sector tenders, portal invitations and frameworks, and drops you on the new tender's pack dropzone. A refused field — a title over 500 characters, say — comes back to the form with everything still typed.
Removing a tender
A tender can be removed from its More actions menu, after a confirmation that states what goes with it. Prefer recording a no-bid on the go / no-go card: an archived tender keeps its decision and its reason, which is what later tells you whether your calls were right.