Next Steps
After you submit your onboarding, Bid Manager reviews the information, checks for document and authority gaps, and prepares the next actions needed to get your support properly set up.
What happens next
Your submitted onboarding becomes the starting point for our review. The goal is to turn your responses into practical setup actions, not just admire a completed form like it is a rare museum object.
Bid Manager reviews your onboarding
We review your submitted responses, selected services, service modules, document status, workflow rules and authority settings. This helps us understand what support you need and what we are authorised to do.
We identify gaps and follow-up items
We check for missing documents, unclear approval rules, compliance gaps, pricing gaps and any conflicts between your preferences and authority settings. If anything needs clarification, we will contact the nominated person.
Your setup materials are prepared
Depending on your selected services, we may prepare a profile summary, document checklist, authority matrix, compliance snapshot, opportunity-readiness notes and recommended setup actions.
We confirm priorities and ways of working
Once the review is complete, we confirm the best next actions with you. This may include agreeing priority opportunity types, document follow-ups, approval contacts, submission rules and platform access requirements.
What Bid Manager reviews
We review the full onboarding pack, with particular attention to readiness, risk, missing documents and who can approve what.
- Business profile, services and offers
- Team capability, proof and past performance evidence
- Tender, grant, marketplace, proposal or quote support needs
- Insurance, licences, policies and compliance readiness
- Pricing, quoting and commercial approval rules
- Workflow contacts, review process and authority settings
- Documents received, missing, not applicable or needing help
What may happen before work starts
If your onboarding shows missing documents, unclear authority, conflicting approval rules or incomplete service information, we may need to resolve those items before acting on opportunities.
Common follow-ups
We may ask for updated insurance, licences, policies, project examples, pricing guidance, platform access details or written approval rules. Dull, yes. Useful, tragically also yes.
What you may need to do
After submission, your main job is to respond to any follow-up requests and provide any outstanding information marked during onboarding.
Watch for follow-up emails
If we need clarification or additional information, we will contact the relevant person listed in your onboarding responses.
Provide outstanding documents
If you marked documents as will provide later, send or upload them when available so your bid library can be completed.
Confirm approval rules
Make sure the right people are available to approve pricing, platform actions, submissions and urgent opportunity responses.
Ready to complete onboarding?
Start the onboarding form, provide what you can, upload available documents and clearly flag anything that needs follow-up. That gives Bid Manager a clean starting point for review.