We're pricing multiple tenders at once and can't track which sub-contractors have responded to which RFQs - gaps in supplier pricing only appear when we're compiling the final bid.
We submit competitive tenders but never find out why we lose. There's no structured follow-up process to request feedback and learn from unsuccessful bids.
Our tender build is spread across emails, spreadsheets, and PDFs - pulling everything together for the final submission takes hours we don't have close to the deadline.
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Book a free demo →Build your own workflowHandling an Inbound Sales Inquiry
Covers every step from receiving a new customer inquiry to sending a qualified quote, ensuring no lead goes cold and no quote is built without confirmed requirements.
Issuing a Deposit Invoice After Quote Acceptance
A step-by-step process for converting a quote acceptance into a deposit invoice, confirming payment, and releasing the job to operations. Covers billing contact verification, follow-up timing, and deposit deduction on the final invoice.
Managing an Open Quote Pipeline
A weekly process for reviewing unaccepted quotes, prioritizing follow-up actions, and closing stale or expired quotes to keep the pipeline accurate. Ensures lost opportunities are recorded so win rate tracking is meaningful.
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