Outcome Tracking
Once your proposal has either been submitted, you’re deciding to no bid, or if you stop working the opportunity for any reason, you can track the outcomes of your proposal by using the Actions menu.
Submission Options
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You can track your outcome through the action menu (as shown in the screenshots above), which will transition it to the Proposal Archive.
For example, selecting Won will move the proposal to the Proposal Archive under the Won category.
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Additional Archive Options
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During any proposal phase, you can archive your proposals indicating statuses like cancellation, no bid, or archived. Selecting any of these options will transition your proposal to the archive.
Proposal Archive
To access the proposal archive, click the Archive button in the top right of the Active Proposals page.
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The Archive is split into several categories, and you can drag and drop your proposals between the different categories freely.
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Transitioning Won Proposals
The Won (Ready for Review) category will allow you to move any proposal to the Contract Cloud by clicking Awaiting Approval in Contract Cloud. This will take you directly to the Contract Cloud to approve your proposal and upload contract documents (and any other contract relevant documents), which will allow you to select the work you've done as past performance for future proposals.
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Unarchiving Proposals
To unarchive a proposal, click the three-dot menu on any proposal listed in any category and select Unarchive. This will place the proposal back in your Active proposal list.
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FAQ
How can I track the outcomes of my proposal?
You can track the outcomes of your proposal using the Actions menu after your proposal has been submitted, if you decide to no bid, or if you stop working on the opportunity for any reason.
What does marking a proposal as 'In Evaluation' indicate?
Marking a proposal as 'In Evaluation' indicates that the proposal has been submitted.
Can I archive my proposals during any phase?
Yes, you can archive your proposals during any proposal phase, indicating statuses like cancellation, no bid, or archived.
How do I transition a won proposal to the Contract Cloud?
To transition a won proposal to the Contract Cloud, move it to the 'Won (Ready for Review)' category and click 'Awaiting Approval in Contract Cloud'.
What is the process to unarchive a proposal?
To unarchive a proposal, click the three-dot menu on the proposal and select 'Unarchive Proposal', then confirm by clicking 'Unarchive'.