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- Withdrawn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
- 1Open the tender record.
- 2Update the stage to Won or Lost.
- 3For a lost tender, record the winning fee if known and any feedback received.
- 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