Commercial & contracts
Turn a change into a paid variation
Capture a scope change while it is fresh, price it as a contract variation on your agreed r…
3 steps11 minOpen
Cases / Commercial & contracts
Commercial & contracts
Track an opportunity from enquiry to tender
Capture the client contacts, run the opportunity through the pipeline, convert the win into a project and carry it into tender.
How it works, step by step
4 steps across the platform - what you do at each one, and why it matters.
1
Record the client and contacts
ContactsAdd the client and the key people behind the enquiry, with their roles and how to reach them.
Why: Enquiries arrive by phone and email and get lost. One clean contact record is who you chase and who signs.
InIncoming enquiryClient detailsOutClient recordContact records
2
Open and track the opportunity
CRMOpen the opportunity, set its value, stage and win probability, and log every call and meeting against it.
Why: A pipeline you cannot see is one you cannot forecast. Stage and probability tell you what to chase and what to staff for.
InClient recordEnquiry scopeOutOpportunity recordStage & probability
3
Convert the win to a project
New projectWhen the enquiry is won, spin it up as a live project and carry the client and scope across.
Why: Re-keying a won job into a fresh system loses detail and wastes a day. Converting keeps the history and starts delivery clean.
InWon opportunityClient & scopeOutLive projectScope carried across
4
Carry it into the tender
TenderingMove the won opportunity into tendering to build, price and submit the bid.
Why: The commercial thread should run unbroken from first enquiry to submitted price. A gap is where scope and margin leak out.
InLive projectProject scopeOutTender packageSubmitted bid
Modules in this playbook
4 / 184 platform modules