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Template / Free template

A bid board your estimator will actually use

A lean opportunity register built around deadlines, missing information, vendor coverage, and the next decision—not decorative dashboard fields.

Download bid board CSV No email required
Inside the file

Every column, exactly as it ships.

Illustrative rows. Every sample value is prefixed or labelled as sample data so nothing reads as a real opportunity.

Columns and sample rows contained in Download bid board CSV
#ClientProjectLocationTrade or scopeBid due dateBid due timeTime zoneEstimator ownerCurrent stageAddenda current throughVendor coverage statusNext actionNext action dueRisk or missing informationSubmission result
1SAMPLE CLIENTSample retail fit-outSample locationSample scope2026-07-222:00 PMETEstimator nameGoAddendum 02Three quotes expectedConfirm scope boundary2026-07-17Architect response pending—
2SAMPLE CLIENTSample office TISample locationSample scope2026-07-2511:00 AMCTEstimator nameReviewNone issuedCoverage incompleteMake go or no-go decision2026-07-16Two vendors declined—
3SAMPLE CLIENTSample warehouseSample locationSample scope2026-07-294:00 PMPTEstimator nameGoAddendum 01Outreach completeReview quote gaps2026-07-21Alternate material unconfirmed—
How to run it

The structure only works with an owner behind it.

01

The board has one job

A bid board should make the next risk and next action obvious. If the estimator needs a second spreadsheet or an inbox search to understand status, the board is incomplete.

  • One row per opportunity
  • One accountable estimator
  • One current status
  • One next action with a date
  • A visible missing-information flag
02

Fields worth maintaining

Every field should support a decision, deadline, handoff, or follow-up action.

  • Client and project
  • Trade or scope
  • Bid due date and time zone
  • Estimator owner
  • Current stage
  • Addenda current through
  • Vendor coverage status
  • Next action and due date
  • Risk or missing information
  • Submission result
03

A useful weekly rhythm

The board becomes dependable when updates occur at named moments rather than whenever someone remembers.

  • Log new invitations daily
  • Review the next 14 days twice weekly
  • Check addenda before approved outreach and submission
  • Escalate missing scope decisions
  • Close submitted, lost, and declined opportunities
Ungated download

Take the file. Keep the authority.

No email gate and no follow-up sequence. The structure is yours to adapt; the decisions it supports stay with your team.

Download bid board CSV
More resources

Other tools for the same operating problem.

Field guide / 8 min read

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Playbook / 6 min read

From scattered RFIs to a Friday-ready report

A compact project-administration pack that puts aging items, decisions, change exposure, procurement risks, and closeout gaps in one review.

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Make the handoff visible

A template helps. Ownership makes it work.

Define who updates the artifact, when it is reviewed, what triggers escalation, and who has final authority.

Map my workflow