How to Use Microsoft Teams for Bid Management

If you ended up reading this article, chances are you are managing bids and proposals through a scattered, disorganized system. Good news is you can say goodbye to cluttered email chains and missing documents. With Microsoft Teams you can streamline your bid management process, allowing you to collaborate with your team and stay organized. From creating and editing proposals to sharing and storing important documents, Teams has everything you need to take your bid management to the next level. In this article, we’ll show you how to use Microsoft Teams for bid management and take your team’s performance to new heights.

Bid management challenges 

Miscommunication between team members and customers 

Miscommunication in bid management is a common challenge and it can be caused by a variety of factors, such as lack of clarity in communication, poor communication channels, siloed teams, time constraints, cultural differences, and language barriers.

The consequences of poor communication include delays, increased costs, decreased quality of bids, loss of business, and poor stakeholder relationships.

To avoid miscommunication, clear and effective communication strategies should be implemented and all relevant stakeholders should be involved in the bid process. Using technology such as Microsoft Teams as well as regular check-ins and status updates, can help ensure everyone is informed and misunderstandings are addressed quickly.

Team planning 

Effective team planning is critical for bid management as it helps to ensure the smooth operation of multiple workflows and projects. With structured workspaces that include tasks, deadlines, and assigned responsibilities, bid managers can better coordinate their team and reduce the risk of missing deadlines, KPIs, and order delays.

Moreover, effective teamwork planning promotes accountability and transparency, enabling bid managers to have a clear understanding of who is responsible for what and to track progress effectively. This not only helps to minimize the risk of errors and mistakes, but also fosters a positive work environment, where team members feel supported and empowered to perform at their best.

Teamwork Planning Microsoft Teams

Simultaneous work on multiple RFPs

Handling multiple RFPs (Requests for Proposal) at the same time can be a challenge for bid managers. Working on multiple RFPs simultaneously can put pressure on the bid management team as they need to manage multiple deadlines, requirements, and stakeholders.

This can lead to increased workload, decreased efficiency, and potential errors. Additionally, working on multiple RFPs at once can lead to confusion and miscommunication within the team and with the stakeholders, which can impact the quality of the bids. Therefore, it is important for bid managers to have effective project management processes in place to ensure that the work on multiple RFPs is organized, well-coordinated, and meets the required standards.

Inaccurate strategic planning 

Inaccurate strategic planning in bid management often occurs due to insufficient research and analysis, lack of clear processes, and poor communication and collaboration within the bid team. When these elements are not properly addressed, it can result in missed deadlines, low-quality proposals, and increased costs, which can ultimately lead to decreased win rates and harm to the organization’s reputation.

Insufficient preparation for risk management 

To perform the risk management and mitigation strategy, bid managers should foresee the market conditions and build dynamic and ready-to-changes environment. But sometimes, they cannot drive business growth because the team is not ready for changes.  

For quick response to any business threats, managers should not only execute their strategy but also have sales talent ready to support it. Old way of training, database losses, low-quality daily work performance, unstructured work environment – everything can prevent your organization from preventing potential risks.  

Risk Management

Sales training

To improve your sales reps’ productivity and stay effective in the present volatile market conditions, bid managers should train their sales team. But it’s not an easy task – to collect all the needed training information in one place and perform training in a time-efficient manner.  

In addition, you should understand the impact of the training course and how can it improve your sales team productivity.  

SalesPeople Training

The solution for Bid Management with Microsoft Teams 

Microsoft Teams is a software that allows you to put your organization in a structured workspace. With Microsoft Teams you are able to create different teams with relevant channels according to your projects, proposals, or departments. With collaboration at the scale of your organization, you can communicate, share documents, set up meetings, and much more. Let us share with you different examples of how you can solve your bid management issues by using Microsoft Teams.  

Microsoft Teams workspaces for Bid Management   

To avoid miscommunication and keep the conversation in one place, create teams per each RFP response or bid.

New Proposal Template

Add team members and create relevant business channels to communicate on different topics and share documentation through the right channels. For example, create the Deal Room for your salespeople. Follow customers updates, work on the new proposals, and track the results through different Channels.

In addition, don’t forget that during each project you may have high-secured documentation, such as signed contracts or customers’ financial flows. With Microsoft Teams, you can create Private Channels and share information between Private Channels members. Moreover, you can invite subcontractors or customers as guests. This way, they can see the documentation and conversations in private channels, but they won’t be able to manage any content or tabs. 

Planner for bid task management

With Microsoft Teams you can not only create different teams and channels but also add useful tools right into the Channels Tabs. We suggest you pay attention to the Planner. With this software, you can set up boards with daily tasks, choose responsibility and priority. (screenshot) 

In such a way you can successfully manage your teamwork planning in a structured workspace, meet deadlines, and track your salespeople’s productivity quickly.  

You can even build the Planner at the template level. From there you won’t need to waste your time on creating Planner for repetitive tasks during the new RFP response start.

Microsoft Teams Planner

Download Free Guide: “Bid Management with Microsoft Teams” 😉

  • Setting up Microsoft Teams for bid management
  • Use case examples
  • Building a Bid Management Template

Microsoft Teams Template for RFP (Request for Proposal)

To simplify your daily work and accelerate a new RFP response push, create a Microsoft Teams template for each of your new RFPs. In doing so you will get a fully provisioned team with copied channels, tabs, and settings just in a few seconds.  

RFP Response Template

For example, announce new tasks through New Requirements Channel, approve and correct documents into the Proper Drafts Channels and manage closed deals with needed documentation in the Final Reviews.


Through this process, your team will work in the ready to use workspace. With a structured system, you can improve your team productivity and relationships with your subcontractors.  

Collecting and sharing information using Forms with Microsoft Teams 

To perform the right strategic planning, bid managers should analyze many different reports, reviews, and project data. With Microsoft Teams you can not only track the project results but also collect data with strong Data Analysis. Here is another use case that demonstrates how you can improve the process of data usage and storage.

With Microsoft Forms software you can collect and share project results across teams. Just include the Forms into your Microsoft Teams Template, create a form for project reviews and RFP reporting to facilitate and structure the process of data collection from your team members.

Microsoft Teams Forms

As a result, with effective data management, you will be able to foresee the workflows effectively and perform accurate planning.  

Microsoft Teams Template for crisis management 

For sustainable business growth, your team should get ready for any changes or potential threats to the company. 

To do so, create the Crisis Management Microsoft Teams Template and handle any external or internal risks. With relevant business channels, such as Planning, Exec Reviews, or Safety Procedures you can quickly set up communication between the right teams. Just add the Tabs with needed apps and upload necessary files and documents. 

Crisis Management Teams Template

In addition to the guidelines-based workspace, you can set up security policies or add permanent Teams Owners to ensure information safety.    


Ready-to-use team for sales training 

Finally, to improve the efficiency of the training for your sales reps, build a template for training courses or onboarding processes. Increase the quality of your RFP process, stay informed about the latest market changes with ready to use team and relevant channels.  

Training Process Teams Template

In addition, you can add files to your template, training materials, guides, eBooks – everything you need for your team development.  

It’s so easy to make presentations, set up video conferences, and share feedback right in one place.  

Microsoft Teams Template for Bid Management by nBold

With nBold app you can solve both your business and IT needs when it comes to bid management. Create Microsoft Teams Templates with copied Standard and Private Channels, Files, Tabs, Settings, and Members. In addition, set up the following Governance policies:  

  • Naming Convention
  • Approval Workflows 
  • Permanent Membership
  • Targeting Audience  
  • Security Policies and Permanent Membership 

Let´s discuss the necessary steps, and how the process works. 

1.Create the Original Team in Microsoft Teams   

Build the Original Team with relevant Business Standard and Private Channels. Afterwards, structure your workspace and add all needed elements, such as Files, Tabs with any Microsoft or third-party Apps, and Settings.  

Microsoft Teams Template

2.Build a Microsoft Teams Bid Management Template  

Create a Microsoft Teams Bid Management Template as an Admin User from the Original Team. At this step, you can set up governance rules. For example, set up the dynamic or fixed Naming Convention, add permanent members and owners or choose the additional approval workflow to protect your privacy.  

Bid Management Template

3.Create teams from your own template  

Let your end-user create teams from your own template. This way, they will have the fully provisioned team for new RFP Response, New Proposal, Internal communications with Subcontractors, and more in a few seconds.  

You can build a Template Catalog according to your different use cases. Let your organization collaborate on different deals with Microsoft Teams Templates with accesses and settings at the organizational level.  

Bid Management process is a collaboration among various stakeholders. When working together with your team members, you can manage RFPs, communicate with subcontractors, and close successfully deals, choosing the right tools. With Microsoft Teams you are able to collaborate in a structured workspace. Use additional software, such as nBold to improve your effectiveness, enhance time management, and empower your Governance Policies. Learn more about the Collaboration Template Technology and explore more possibilities for Bid Management in Microsoft Teams.

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