The job of this console
Keep the pursuit file true, move status, and see which purchase orders already hang off it. Do not edit PO commercial terms here except via the PO itself.
Sales · Bid Details
Bid Details
Full bid fields, study metadata, status workflow, linked POs — opened from list or View Bid Details sidebar.
Single bid view with study metadata, status transitions, and linked purchase orders.
One bid
Fields, study metadata, status, linked POs
Bid details is the full bid: fields, study metadata, status workflow, and linked POs — opened from the list or View Bid Details.
Finance → Bid requests → details
Route
/sales/bidrequest/:bidRequestId
Finance Manager · Admin
Seat at the table
The same operators as the list. Customers do not log into this file.
The working rhythm
Open from list, update fields, change status, follow a linked PO when the contract exists.
Moments that bring you here
Proposal due. A status jump. Linking the first PO. When study metadata was empty on the list.
ⓘ
Detail of BidRequest
Linked POs are PurchaseOrder rows. This page does not duplicate contract terms as source.
Overview
/sales/bidrequest/:bidRequestId — comprehensive record for one bid request including study setup, screening, quota, and ownership.
Screen layout
Hero: Bid ID, status, owner, account, study type.
Body: Section cards for study basics, setup, screening, additional fields, quota.
Sidebar: Quick actions, linked POs, status history.
Header & filters
Status transitions via action buttons (New → Assigned → In progress → Won/Lost). No list-level SHOW/SORT on detail page.
Summary & charts
Detail may include inline statistics for this bid's stage history where configured.
Main content & actions
Update fields, change status, link/create purchase order from winning bid, open related projects.
Complete feature list
Every control, panel, and workflow on this screen.
- ✓Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
- ✓Documentation searchHeader search indexes all guide pages (docs site).
- ✓Bid headerTitle, stage, owner, account, dates, value.
- ✓Stage progressionMove bid through sales funnel stages.
- ✓Documents tabAttachments and proposals.
- ✓Activity logStatus changes and comments.
- ✓Link to POCreate or associate purchase order.
- ✓CRM sync indicatorSalesforce linkage status.
Before you start
✅
Win checklist
Value confirmed · PO created/linked · delivery lead notified · documents uploaded.
⚠️
Stage regression
Moving backward may reset analytics — document reason in activity log.
Who uses this screen
Bid owners and sales managers editing a single opportunity — stage, value, documents, and PO linkage. Account managers review before executive approval.
ℹ️
Single bid workspace
Opened from Bid Requests row click — manage one opportunity end-to-end until Won/Lost.
Key concepts
Bid header
Title, stage badge, owner, account, estimated value, key dates, study metadata.
Stage progression
Buttons or dropdown to advance funnel — triggers activity log entry.
Documents tab
Proposals, SOW drafts, client attachments.
Activity log
Comments, stage changes, owner reassignments with timestamps.
Link to PO
Create new PO or associate existing contract when bid wins.
Permissions
| Role | Access on this screen |
|---|---|
| Bid owner | Full edit on owned bids; stage advance; document upload. |
| Sales manager | Edit team bids; reassign owner; approve stage jumps. |
| Delivery lead | Read-only unless contributor on bid team. |
| Finance | Read value and account; no stage edit. |
📝
Administrator override
Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.
Controls reference
| Control | Description | Notes |
|---|---|---|
| Stage control | Advance or regress stage. | Regress may be restricted. |
| Edit header | Value, dates, study fields. | Audit logged. |
| Documents tab | Upload/download attachments. | Version not always tracked — use naming convention. |
| Activity log | Comments and system events. | @mention if enabled. |
| Link to PO | Create or associate PO. | Won stage typical trigger. |
| CRM sync badge | Salesforce link status. | Click to retry sync if failed. |
| Owner reassign | Manager action. | Notifies new owner. |
Common mistakes
⚠️
Advancing to Won without PO plan
Delivery team unprepared — create or link PO before or immediately on Won.
⚠️
Documents in email only
Attach to bid Documents tab — email threads are not searchable for audits.
⚠️
Stale value field
Forecast charts use header value — update after client negotiation.
FAQ
Can I reopen a Lost bid?
Org policy varies — may require manager approval and stage regression.
How do I create PO from here?
Link to PO action on Won bids — pre-fills account and value.
Who sees activity comments?
Bid team and managers with register access — not all employees.
Does stage sync to Salesforce?
When CRM integration enabled — check sync badge after changes.
Workflows
- Open from Bid Requests list.
- Review study metadata sections.
- Update status as bid progresses.
- On Won, create or link Purchase Order.
Tips & best practices
Tip: CRM linkage donut on list page shows Salesforce integration completeness — fix unlinked bids here.
More guidance
💡
Remember
Title, stage badge, owner, account, estimated value, key dates, study metadata.
ℹ️
Can I reopen a Lost bid?
Org policy varies — may require manager approval and stage regression.