Watchlist and board: organise your work on tenders
Save the procedures you want to focus on and return to them as you work. The Watchlist and kanban board help organize selected procedures and show what stage each one has reached.
You want to check one order, you are preparing an offer for another, and you will return to the third after speaking with the supplier. When such matters accumulate, you need your own organization.
In openSales, you add selected procedures to your Watchlist, and the board helps you see the stages of work on them. It is easier to return to interesting orders and determine what to do next.
Save procedures you want to return to
When browsing announcements, you do not always decide immediately to prepare an offer. Sometimes you need to read the documentation, check equipment availability, or assess the company's capabilities.
Add the procedure to your Watchlist. On your next visit, you can return to it and continue your assessment.
The Watchlist helps you build your own list of contracts you want to focus on.
See work stages on the board
Finding the tender is just the beginning. Later comes checking requirements, gathering information, and preparing an offer.
The kanban board allows you to look at selected procedures through the lens of work stages. The arrangement of columns and cards makes it easy to navigate, especially when dealing with several orders at once.
A matter that you are only assessing requires different attention than one you are already working on. The visible stage helps to determine the next step.
Return to details and documents
A saved procedure remains the starting point for further work. You can recheck its details, look at the attachments, and use AI analysis.
If you need a reminder of what is worth reviewing, see how to use the procedure card and its documents.
Connect selected matters with deadlines
You can also find the deadlines for saved procedures in the Calendar. This allows you to view your matters both by work stage and by upcoming dates.
It will be easier to assess what to return to today and what time needs to be reserved for the coming days.
Log in to openSales, add a procedure that interests you to your Watchlist and start organizing your work on your tenders.
Find a tender for your company. Decide whether to bid.
View current tenders
You can view the list of active procedures even without logging in. You create an account when you want to save your set, follow cases, and read document analysis.
