Business Engagement What's Inside When to Use Each Quick Start To pitch a client To invite bids

Business Engagement

The Business Engagement section helps you pursue and win new work — whether that's sending proposals to prospective clients or managing a formal tender/bidding process.

What's Inside

  • Proposals — Formal documents that pitch your services and pricing to a prospect
  • Tenders — Structured procurement processes where you invite and evaluate bids

When to Use Each

Proposals Tenders
Initiated by You (outbound) You (you publish it)
Audience A specific prospect Multiple vendors or bidders
Purpose Pitch your services Source services or goods
Typical use Client pitch, quote Procurement, contracting

Quick Start

To pitch a client

  1. Go to Business Engagement → Proposals
  2. Click New Proposal
  3. Fill in the details and attach any supporting materials

To invite bids

  1. Go to Business Engagement → Tenders
  2. Click New Tender
  3. Set the budget, deadlines, and evaluation timeline
  4. Publish to invite submissions