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Workflow Management

Your capture pipeline, visualized and managed from lead to award

Workflow Management is your capture pipeline command center. Every opportunity your team is tracking, from initial lead through qualification, pursuit, proposal development, and submission, lives in one unified view. Switch between Kanban boards for visual pipeline management and Table views for detailed sorting and filtering. Smart bottleneck detection alerts you when opportunities stall in any stage.
unlimited
pipeline stages with custom gate criteria

How-to

See it in action

A live view of Workflow Management inside Bidovate.

Key Capabilities

What it does

Kanban Pipeline View

Drag-and-drop cards between customizable pipeline stages with color-coded deadline indicators, card preview showing agency, value, and deadline, and collapsible stage columns with aggregate pipeline value.

Table View

Sort by any field (deadline, value, agency, NAICS, stage, or assignee), multi-select and bulk-move operations, inline editing for quick updates, and CSV export for pipeline review meetings.

Custom Stage Gates

Unlimited custom stages with defined entry and exit criteria, mandatory checklist items that must be completed before advancing, and stage-specific required fields ensuring data quality at each phase.

Bottleneck Detection

AI-powered analysis of pipeline velocity by stage, alerts when opportunities exceed average stage duration, team workload balancing, and historical pipeline analytics with stage-by-stage conversion rates.

How it Works

Simple steps to get started

1

Import or create opportunities

Import from Opportunity Discovery or create them manually with solicitation details.

2

Assign team members and set deadlines

Each pursuit gets a capture manager, deadline, and notes.

3

Move opportunities through pipeline stages

Drag cards as capture activities progress, with auto-archive for closed pursuits.

4

Review bottleneck alerts and analytics

Optimize team throughput with data on stage conversion rates and workload balance.

Why it Matters

The problem this solves

GovCon capture teams run their pipelines across spreadsheets, shared drives, and email threads. Critical artifacts get lost between tools. Go/no-go decisions happen informally without consistent criteria. Workflow Management replaces that collection of disconnected tools with a single workspace that enforces process.


FAQ

Frequently Asked Questions


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Related terms

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Ready to get started?

See how Workflow Management can transform your bidding workflow.