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Tenders

Tracking submissions

Once a tender is submitted, Haunch helps you track it through evaluation to a result — and record what you learn for future bids.

Tender stages

Preparing
Tender received, working on the submission.
Submitted
Submission lodged. Awaiting shortlisting or evaluation.
Evaluating
Under evaluation by the client. You may be in interview or BAFO stage.
Won
Appointment confirmed.
Lost
Contract awarded to another practice.
Withdrawn
You withdrew before result — project deferred, scope changed, or not viable.

Recording a result

  1. 1Open the tender record.
  2. 2Update the stage to Won or Lost.
  3. 3For a lost tender, record the winning fee if known and any feedback received.
  4. 4Click Save.
TipRecording losing fees builds a picture of where your pricing sits relative to the market. Even a rough figure is useful over time.

Converting a won tender to a project

Once a tender is marked as Won, click Convert to project. This creates a new project pre-populated with the tender details — name, client, and fee — saving you re-entering information you've already recorded.

Last updated June 2026