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Features / Managing bids

Manage

One bid, several people, one list.

Every document to produce becomes tasks. Hand them out, name an owner, and see where each bid stands all the way to filing — without having to ask.

  • Who holds whatEvery task and every document has an owner, notified in the app and by email.
  • Where each bid standsEach bid's readiness, task by task and document by document, on the dashboard.
  • Who did whatEach bid's history: who completed a task, who uploaded which version of which file.
  • What closes soonThe next two weeks' deadlines, at the top of the dashboard.
  • A reminder before closingAn email seven days, then two days before closing, to whoever opened the bid. The bell, for the whole team.
Offra app · dashboard

Dashboard

  • 3Active dossiers
  • 1Closing soon
  • 2Awaiting result
  • In progress 1
  • Needs action 1
  • Ready to submit 1
  • Submitted 2
  • Réfection de la toiture — école primaireD-12
    Readiness60 %
    2 tasks1 missing docsOwner: Marie
  • Entretien des espaces verts — parcs municipauxD-5
    Readiness85 %
    3 tasksOwner: Luc
  • Services professionnels — plans et devisD-19
    Readiness30 %
    7 tasks2 missing docsOwner: Marie

The tasks

Every piece to produce, in someone's hands.

Offra turns every document to produce and every requirement into tasks. Any member can hand one to a colleague, who is notified in the app and by an email grouping their tasks. Each document shows how far along it is: so many tasks done out of so many.

Offra app · tasks

Documents to produce

2/5 tasks

Owner: Marie

  • Formulaire de soumissionMarie
  • Attestation de Revenu QuébecLuc

    This document expires before the tender closes.

  • Cautionnement de soumissionMarie
  • Méthodologie de réalisationLuc
  • Liste des référencesMarie

Everyone assigned is notified in the app and by email.

The owner

A name on a document, or on the whole bid.

Name an owner for a document or for the whole bid: the tasks nobody holds yet go to them. Changing the owner moves only what they received that way — never a task handed out by hand.

The dashboard

Where each bid stands.

Each bid's readiness, what is still missing, where each one is — in progress, needs action, ready to submit, submitted — and what closes in the next two weeks.

The history

Who did what, and when.

Every bid keeps its history: who completed a task, who uploaded which version of which file, who changed its status. What a colleague did since your last visit is flagged.

The reminder

The closing date surprises no one.

Seven days, then two days before closing, an email to the person who opened the bid, and the bell for the whole team. The deadline for questions to the buyer gets the same reminders once the documents are analysed. If an addendum moves the date, the reminder follows the new one.

Questions

Does each task have its own deadline?
No, not a date per task. What is tracked are the bid's dates — the closing, the questions deadline, the site visit — with a reminder before closing.
How many people can work on a bid?
Every member of your workspace, on all your bids: 3 with Professional, 10 with Business.
Who gets the reminder before closing?
The person who opened the bid, by email, seven days then two days before closing. The whole team sees it in the bell. It stops as soon as the bid is marked submitted or abandoned.

The other features

Get started

Your next tender, in Offra.

Create a free account to browse the open notices. Your first submission is on us; the ones after come with a plan.