A full tender/bid pipeline tool for competitive contractors
Tender & Bid Management
A dashboard with probability-weighted pipeline value and stale-tender follow-up
reminders, a drag-and-drop kanban board, a dedicated tender detail page with a document
checklist and activity timeline, a client directory, win/loss analytics with charts and
competitor tracking, a deadline calendar, checklist templates and a Ctrl+K command
palette - everything you need to run a tender/bid pipeline from identification through
to win or loss, in one sidebar-navigated app.
Dashboard, Pipeline, Win/Loss Analytics, Calendar, Client Directory and Settings each
live on their own dedicated page behind a persistent left-hand sidebar - hero stats, a
pipeline-value donut chart, a deadline urgency strip, a "needs a follow-up" list of
tenders with no recent activity, and a recent-activity feed all in one view.
Drag-and-drop kanban pipeline board
One column per active stage - Identified, Preparing, Submitted - with colour-coded
deadline countdowns, document-checklist and win-probability badges per card. Drag a
card to a new column to change its stage.
Dedicated tender detail page
Click any tender to open a full detail page - a tickable document checklist with a
completion bar, a timestamped activity/notes timeline, tags, and stage-change controls
that prompt for an outcome note when a bid is won or lost.
Probability-weighted pipeline value
Every active tender gets a sensible default win probability by stage - editable per
tender - so the Dashboard shows both raw pipeline value and a probability-weighted
figure that's a more realistic read on likely incoming work.
Win/Loss Analytics with real charts
Hand-rolled win-rate-over-time, win-rate-by-client and submitted-value-over-time
charts, an average-value won-vs-lost comparison, a "losses by competitor" breakdown
from an optional "lost to" field, and an all-time pipeline funnel from Identified
through to Won - all recomputed live from your data, no external chart library.
A client directory
Every client you've bid to, automatically grouped from your tenders - sortable by
tenders bid, win rate, value won or lost, and last activity. Click through to see every
tender for that client in one place.
Reusable document checklist templates
Save a named checklist template - Public Sector Standard, for example - and apply it to
bulk-populate a new or existing tender's document checklist in one click, instead of
retyping the same document list every time.
A genuine deadline calendar
A hand-rolled month grid plots every submission deadline on its date, colour-coded by
urgency - click straight through to that tender's detail page.
Global search, tags and a Ctrl+K command palette
Tag tenders freely (Public sector, Repeat client, and so on), filter the pipeline board
by tag, and jump instantly to any page, tender or client with a fuzzy-searching Ctrl+K
command palette - fully keyboard-navigable, no mouse required.
Not a bid-writing tool
Tender & Bid Management only tracks the opportunity, deadline, document checklist,
activity notes, probability-weighted value and outcome. It doesn't write proposals,
generate documents or estimate - that stays with Metre2 Vector and Forma, or a proper
CRM/bid-management platform for large-scale competitive tendering.
Copy summary, export HTML, or print a board pack
Copy a plain-text summary or export a standalone HTML file, or print a clean one-page
board-pack report straight from the browser - a full portfolio summary from the
Dashboard, or a single-tender summary with its document checklist and activity log
from the detail page.
Light/dark theme and rotating sample bids
Light/dark theme remembers your choice, and two rotating sample tender sets - each with
activity notes, document checklists, probabilities and tags already populated - let you
explore every page before logging your own tenders.
How it compares to Causeway
Causeway is a well-known UK construction-sector estimating and tendering software suite.
It's built for large-scale, CAD/BIM-integrated estimating teams on enterprise pricing - here's
how a focused, one-off desktop tool compares for a contractor who just needs a tender
pipeline, deadlines and win/loss tracking done well.
Feature
Tender & Bid Management
Causeway
Pricing model
£19.99 one-off after trial
Enterprise/sales-quoted pricing, not published (its free eTender tool is a narrower exception)
Works fully offline
✓
✕
CAD/BIM-integrated takeoff & estimating
✕
✓
Drag-and-drop kanban pipeline with probability-weighted value
✓
~
Win/loss analytics with charts & competitor tracking
✓
~
Built for large multi-user contractor/subcontractor bid teams
✕
✓
Sales engagement/implementation needed just to get pricing
✕
✓
One account across a whole app portfolio
✓
✕
Comparison based on Causeway's publicly listed information as of August 2026 (causeway.com,
capterra.com) - pricing is quote-only and not published, and features change over time, so
check causeway.com for current details. Causeway is a trademark of its respective owner;
this comparison is for informational purposes and isn't sponsored by or affiliated with
Causeway.
Tender & Bid Management, in practice
Frequently asked questions
What does the pipeline board actually show?
One column per active pipeline stage - Identified, Preparing, Submitted. Each column holds a card per tender at that stage, showing the client, value estimate, a colour-coded days-until-deadline pill, a document-checklist completion badge and a win-probability badge. Drag a card between columns to change its stage, or click it to open a dedicated detail page.
Does it help me write tender documents or proposals?
No. Tender & Bid Management only tracks the opportunity, its deadline, a checklist of submission document references (filenames or links, no real file storage), pipeline status, probability-weighted value, activity notes and the eventual win/loss outcome. It is not a bid-writing, proposal-generation or document-authoring tool.
How is win rate calculated?
Won divided by (Won + Lost), as a percentage. Withdrawn tenders are excluded from both the numerator and the denominator, since a withdrawn bid was never actually decided win-or-lose. The Win/Loss Analytics page also breaks this down over time, by client, and as a pipeline funnel.
What is probability-weighted pipeline value?
Every active tender has a win probability - a sensible default per stage (Identified 20%, Preparing 40%, Submitted 60%), which you can override per tender. The Dashboard shows both the raw pipeline value and this value multiplied by each tender's win probability, giving a more realistic view of likely incoming work. It's a single percentage multiplier only, not an estimating or costing feature.
What happens to a tender once it's won, lost or withdrawn?
It moves off the active pipeline board into the Win/Loss Analytics page. Moving a tender to Won or Lost prompts for an outcome note at that moment - and for Lost, an optional "lost to" competitor field - which then feeds the win-rate-over-time chart, the win-rate-by-client breakdown, the losses-by-competitor breakdown and the total value won/lost.
What's the client directory?
A page listing every client you've bid to, grouped automatically from your tenders - tenders bid, win rate against that client, value won, value lost and last activity date, sortable by any column. Click a client to see every tender you've ever bid for them.
What are checklist templates for?
If you submit the same kind of document set for similar tenders - a standard public-sector pack, for example - save it once as a named template from Settings, then apply it to any tender to bulk-populate its document checklist instead of retyping the same list each time.
How does the "needs a follow-up" list work?
The Dashboard flags any active tender with no activity note logged in the last 7 days (falling back to when it was first logged, if it has no notes yet), so tenders don't quietly go stale while you're focused elsewhere.
What does Ctrl+K do?
Opens a command palette that fuzzy-searches every page, tender and client in the app and jumps straight there - fully keyboard-navigable with the arrow keys and Enter, and closable with Escape.
Does my Tender & Bid Management account work with Vector and Forma?
Yes - Tender & Bid Management uses the same shared Metre2 account as Vector, Forma and every other Keystone app. Sign in once and it works everywhere.
Can I export, share or print the tender pipeline?
Yes - copy a plain-text summary to your clipboard, export a standalone HTML file with pipeline totals and the win/loss breakdown, or print a clean one-page board-pack report straight from the browser, either for the whole portfolio or for a single tender.
