WorkflowQuestionnaire & RFP Response

Bid/No-Bid Decision

A bid no bid decision argued from both sides, with every point cited, before anyone writes a word

Bid where you can win, and see the bad terms before anyone writes a word.

See one case, screen by screen ↓
demo64pagesand 3 attachments read overnight on one RFP — 12 service lines, 14 dates and 31 terms, each with its passage
demo3termsflagged before the decision on the sample RFP, among them damages of $1,500 a day with no cap
demo1,180hoursof proposal effort not spent on no-bid RFPs in the sample quarter
target+8pointswin rate on bids submitted
In short

What is Bid/No-Bid Decision?

Bid/No-Bid Decision is bid no bid decision software that scores each incoming RFP on fit, win odds, risk and effort for a go/no-go decision. Eight agents read the package, score it on your own criteria, flag the terms that bite, estimate the hours against the team's calendar and argue the cited case to bid and not to bid. The VP Sales — or the capture manager under $1M — decides and signs.

How to choose AI solutions for back-office and enterprise work →

Updated

The problem

Why the go/no-go is decided on a spreadsheet and a hunch

Every week more RFPs arrive than the proposal team can answer well, and somebody has to decide fast which ones to bid. Today that is a 30-minute gate meeting on a 1–5 scorecard: win odds are the capture manager's opinion, effort is the proposal manager's guess, the team calendar is not consulted, and nobody has read the liquidated damages clause in Attachment C. The loudest voice in the room decides, and the dissent is rarely written down.

The cost shows up later. Uncapped damages, a 10% performance bond and net-60 payment terms are often found by legal only after 200 hours of writing. A yes this week can sink two other bids due the same week. And months later, when the award comes in, nobody can say whether bids scored 60 win more than bids scored 40 — so the criteria never change.

typical39%win rate on the RFPs teams answer
typical33hoursto answer an average RFP, 166 of them a year
typical75%of teams run a go/no-go process
Where one RFP's bid decision hours goestimated
By hand15.5 days
With the solution2.3 days
  • Reading the RFP, attachments and addenda4 → 0.5 d
  • Scoring it against the bid criteria2 → 0.3 d
  • Finding the incumbent and its record2 → 0.2 d
  • Reading the draft agreement for terms that bite3 → 0.3 d
  • Estimating effort against the team's calendar1.5 → 0.3 d
  • The gate meeting, sign-off and recording the reasons3 → 0.7 d

Estimated hours for one mid-size RFP, across the capture, proposal and sales leads, by hand and with the solution.

How it works

How an RFP becomes a decision

Eight agents read, score and argue every RFP — an advocate and a sceptic each answer the other's strongest point; the VP Sales decides and signs.

What comes in
RFP in7 sources · portals, inbox, CRM, awards, calendar
Agents at work
Intake agentscope, dates, terms
Then
Scoring agentcriteria, win odds
Incumbent agentawards, minutes
Terms agentflags, questions
Effort agenthours, calendar
Then
Advocate agentthe case to bid
Sceptic agentthe case not to bid
A person decides
VP Salesbid, partner, conditions or no
What comes out
Signed decision
Bid plan and CRM
Question or decline
One case, step by step

One RFP, from arrival to a signed decision

Calderbrook Utilities issues RFP CBU-2026-114 for meter data and field services: $2.4M over a 3-year base term, against an incumbent of 7 years. It reaches Kestrel & Vane Group's Field & Network Services at 21:12 on a Tuesday. Here is what happens next, screen by screen, in the working solution.

  1. 01Wednesday morning

    She starts with a conversation, not a scorecard

    Erin Walsh · VP Sales

    Erin's Today screen shows four numbers — 9 RFPs this week, 3 decisions for her, the proposal team 74% booked to 20 Nov, a 47% win rate on bids in Q3 — and the three decisions ranked by clock. Beside them, the bid team reports in its own words: the intake agent read Calderbrook overnight, the sceptic recommends no bid as it stands. Erin asks why the agents disagree, and the advocate answers with both sides of the case, each point cited.

    Advocate agent: “I say bid with Fenwick … The sceptic says no … Open the debate to hear both.”

  2. 02Overnight

    Every page read, every value with its passage

    Intake agent

    The intake agent read all 64 pages, the pricing workbook, the forms and the draft agreement, then attached Addendum 1 when it arrived the next morning — meter exchanges up to 9,000 a year — and asked the effort agent to re-run. The RFP brief lists the key dates, the 12 service lines (Kestrel & Vane runs 11 today) and how the buyer will score: 45 technical, 15 experience, 40 price.

    “Below 30 of 60 technical points, price is not opened.”

  3. 03One click on a citation

    The clause nobody had read, before anyone writes a word

    Terms agent

    Against commercial risk policy CR-2 the terms agent flagged 3 of 31 terms: liquidated damages of $1,500 a day per missed read cycle with no cap, payment at net 60 and a performance bond of 10% of annual value. Every flag opens the passage it came from. It drafted a clarification question asking for a cap at 10% of annual value, due by the 28 Oct question deadline — for a person to send.

    Attachment C §14.2: “The total liquidated damages under this Agreement shall not be limited.”

  4. 04Before the gate

    A yes priced in the team's real hours

    Effort agent

    From 14 comparable bids, median 330 hours, the effort agent puts Calderbrook at 340 hours by section and role. It lays them on the proposal team's calendar next to Halden County and St. Aldric: week 46 has 64 hours free, and Calderbrook needs 126 there, 62 over. It proposes moving 32 hours of St. Aldric reviews to week 47, which has 106 hours free; alone, week 46 would still be 30 hours over. Anya Kowalczyk approves or not.

    Effort agent: estimates only; it books hours only after a signed decision.

  5. 05The debate

    Two cited cases on one screen, the score in the middle

    Advocate agent and sceptic agent

    The scoring agent scores 61 under bid criteria BC-3.2 — the executive decision band, 50 to 64 — with fit 82, win odds 31%, risk high and 340 hours, an expected value of $134K for a $32.3K bid. On the left the advocate makes the case to bid: 11 of 12 service lines at a 99.1% read rate, an incumbent that missed its target in 5 of 8 quarters. On the right the sceptic: a 7-year incumbent, and 4 wins in 17 against incumbents of 5+ years.

  6. 06Rebuttal

    Each must answer the other's strongest point

    Advocate agent and sceptic agent

    The advocate answers the sceptic's 4 of 17: nine of those bids went alone with a capability gap, and with a data partner the team won 3 of 5. The sceptic answers the advocate's read-rate misses: they fell in the 2025 storm season, and in July the board extended the incumbent anyway. Neither can delete the other's point; Erin can strike one, with a reason on the record.

    “The buyer knows the record and still trusts the incumbent.”

  7. 07Ask the panel

    “What does a partner change?”

    Erin Walsh · VP Sales

    Erin asks, and both agents answer with sources. With Fenwick Grid Analytics writing line 12, meter data analytics, the score rises to 67, win odds to 44% and effort falls to 260 hours. The sceptic no longer says no on odds, but points out the damages are still uncapped and Fenwick's 20% share takes margin to 16.4%, just above the 15% floor. The score is marked as a what-if until she decides.

    “What-if: with Fenwick. Not yet true.”

  8. 0809:41

    She decides, with reason codes and her signature

    Erin Walsh · VP Sales

    Erin chooses Bid with a partner, with reason codes PAR-2 (partner closes a capability gap) and STR-1 (strategic account or region), and a condition: clarify the damages cap before 28 Oct; if refused, the bid goes back to the gate. The agents recommend; only she decides.

    “I read both cases. I am deciding as Erin Walsh, VP Sales, under BC-3.2.”

  9. 09Signed

    The bid plan follows the signature

    Anya Kowalczyk · Proposal manager

    The plan names the owners — Anya as proposal lead, Marcus Lindqvist on capture, Fenwick's partner lead, Daniel Osei on pricing, Ruth Okonkwo on terms — and the milestones from kick-off on 15 Oct to submission on 13 Nov. Hours are held, not booked, and the CRM update to “Bid, in progress” with the reasons is drafted, written after finance signs. The clarification question waits for Marcus to send it on the portal.

  10. 10Margin sign-off

    From $1M, finance signs the margin

    Daniel Osei · Finance business partner

    Calderbrook is $2.4M, so it routes to Daniel. His sign-off shows the working: base term $2,400,000, Fenwick's share $480,000, Kestrel & Vane's $1,920,000 against $1,605,000 of cost — 16.4% margin against a 15% floor. He signs or returns it with a reason. Above $5M, the CFO would sign too.

    Every source, decision and signature is on the audit trail, which nothing can edit or delete.

Who it’s for

Built for everyone at the bid gate.

The same RFP, seen by five of the people who carry it — what the go/no-go looked like, and what it looks like now.

EW
Erin WalshVP Sales, Field & Network Services · decides every bid from $1M
VP Sales
Before
“Give me the best case for and against, and what each costs me.” Got a scorecard and a 30-minute meeting instead.
Now
Reads two cited cases side by side, asks the panel what a partner or a capped clause changes, and decides with reason codes and a signature.
ML
Marcus LindqvistCapture manager, Utilities & Public Sector · decides bids under $1M
Capture manager
Before
“Half my week is reading RFPs we should never answer.”
Now
Opens a brief with every date, scope line, weight and term already cited, and sends the drafted clarification question or decline himself.
AK
Anya KowalczykProposal manager · runs 9 live bids with 11 writers
Proposal manager
Before
“Tell me the hours before you say yes, not after.”
Now
Sees the estimate by section and role from comparable bids, the clash week on the team calendar, and approves or refuses a proposed move.
DO
Daniel OseiFinance business partner, Services · signs bid margins from $1M
Finance business partner
Before
“A win at 9% margin is a loss with extra steps.”
Now
Gets each signed bid with its margin working after partner shares and the floor beside it, and signs or returns it with a reason.
TR
Tomas ReyesSales operations administrator · owns the bid criteria
Sales operations administrator
Before
“Change the weights when the results say so, not when someone shouts.”
Now
Sees how decisions held up by score band and approves or rejects the outcomes agent's proposed weight change, as a new criteria version.
Built on the engine

8 agents. Each with one job, and hard limits.

Eight agents read, score and argue every RFP — an advocate and a sceptic each answer the other's strongest point; the VP Sales decides and signs.

Intake agent

Reads each RFP package the hour it arrives — the RFP, attachments, pricing workbook and addenda — and extracts the scope lines, dates, evaluation weights, submission rules and every term, each with its passage. Matches addenda to their RFP and asks the other agents to re-run.

  • Never decides
  • Stops and drafts a request to the buyer when a file cannot be read
Scoring agent

Scores the RFP on the company's seven bid criteria, each with its evidence, and works out fit, win odds from comparable bids in the CRM and the expected value.

  • Uses only the approved weights and cannot change them
  • Shows the sample size behind the win odds
Incumbent agent

Finds who holds the work now and how well: public award notices, board minutes, contract extensions and protests, each with its source.

  • Public sources and the CRM only
  • Says when it found nothing
Terms agent

Flags terms against the commercial risk policy — damages caps, bonds, payment, IP, insurance, indemnity — and drafts the clarification question that could change the decision before the buyer's question deadline. Drafts declines from signed no-bid decisions.

  • Never sends anything to a buyer
  • Never accepts a term
Effort agent

Estimates hours by section and role from similar past bids, lays them on the proposal team's calendar and shows the clash with other bids in flight; proposes moves.

  • Estimates only
  • Books hours only after a signed decision
Advocate agent

Builds the strongest cited case to bid, answers the sceptic's strongest point and proposes and tests bid shapes — with a partner, with a clarified clause.

  • Every point cited
  • Must answer the sceptic's strongest point
Sceptic agent

Builds the strongest cited case not to bid, independently of the advocate, answers the advocate's strongest point and says what would change its mind.

  • Independent of the advocate
  • Cannot block a bid
Outcomes agent

Records results and debriefs, compares them with each decision's reasons, shows how bids fared by score band and proposes changes to the criteria weights with the evidence.

  • Proposes only
  • An administrator approves any change
VP Sales

Decides with reason codes; finance signs the margin from $1M. The agents propose; a named person decides.

Ask in plain words

Ask the bid team, in plain words

On Today, in the debate and on every detail screen, ask the agents about any RFP, score, term or the team's hours. Answers cite their sources, and where one proposes an action, nothing changes until you press the button.

Why do the agents disagree on Calderbrook?

The advocate says bid with Fenwick: we run 11 of 12 lines and the incumbent missed its target in 5 of 8 quarters. The sceptic says no: we win 4 of 17 against long incumbents and the damages are uncapped. Open the debate to hear both.

What does a partner change?

Advocate: with Fenwick writing line 12, requirement fit goes 77 → 90, competitive position 34 → 46 and capacity 55 → 75. The score is 67, win odds 44%, and effort falls to 260 hours. Sceptic: it is better, and I would no longer say no on odds. It does not touch the uncapped damages, and Fenwick's 20% share takes margin to 16.4%, just above the 15% floor.

Can we fit it without moving St. Aldric?

Not in week 46: it has 64 hours free. Alone Calderbrook needs 126 there (62 over); with Fenwick, 96 (32 over). Moving 32 hours of St. Aldric reviews to week 47 closes it with Fenwick. Anya decides.

Why raise the weight on capacity?

When capacity scored below 50 and we bid anyway, we won 1 of 7. Commercial value scored about the same on wins and losses, so it told us little. I only propose; Tomas Reyes approves a new criteria version.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

Today, with the bid teamFour numbers, the decisions that need the VP Sales by clock, what the agents found overnight, and a conversation with the agents, every answer cited.
The debateThe case to bid, the score and the case not to bid side by side, each point cited, with Ask the panel and the decision box below.
The RFP briefKey dates, the 12 service lines and which ones are run today, how the buyer will score, the terms flagged and every document read.
The passage behind a pointClick any citation and the passage the agent used opens, highlighted — here the uncapped damages clause in the draft agreement.
RebuttalEach agent answers the other's strongest point, with its sources.
Ask the panelBoth agents answer “What does a partner change?”, and the score, win odds, effort and expected value change as a what-if.
Effort and capacityHours by section and role from comparable bids, what a yes costs the other bids week by week, and the effort agent's proposed move.
Sign the decisionThe choice, reason codes, condition, the numbers at decision and who signs next — confirmed by the VP Sales.
The bid planOwners, milestones to submission, the clarification question to send, the CRM record drafted and the hours held, after the signature.
Margin sign-offFinance's view of a signed bid: base term, partner share, cost and margin against the floor, to sign or return with a reason.
Reasons and outcomesDecisions with their results, how bids fared by score band, and the outcomes agent's proposed change to the criteria, waiting for the administrator.
Audit trailEvery action by a person or an agent, with the source it relied on, filterable by RFP, and an evidence pack to export.
Your bid criteriaThe seven criteria, what the scoring agent reads for each and its weight — saved as a new version.
Governance

Built for the pursuit decision: cited, signed, on the record.

Every point cites its passageEvery score, debate point, term and estimate links to the passage it came from — the RFP, the draft agreement, the CRM, an award notice, board minutes, past bids or the team calendar.
A named person decides and signsA decision needs a choice — bid, bid with a partner, bid with conditions or no bid — at least one reason code and a signature. The agents recommend; they never decide or sign.
Routed by value and bandUnder $1M the capture manager decides; from $1M, or any score of 50 to 64, the VP Sales decides and finance signs the margin; above $5M the CFO signs too.
Two independent cases, never averagedThe advocate and the sceptic work independently, and neither can delete the other's point. A person may strike or edit a point, with the reason recorded and the agent's version kept.
Nothing reaches a buyer without a personThe agents never contact a buyer, accept a term or book hours before a signature. Clarification questions and declines are drafted, then sent by the capture manager.
Every step on the audit trailEvery agent and person action is recorded with the source it relied on; nothing can be edited or deleted. Each RFP exports as an evidence pack, and weight changes become a new criteria version only on an administrator's approval.
Configuration

Your bid criteria, not ours

What the agents score on, who decides and how fast are settings — versioned, approved and on the audit trail. Scores already signed keep the version they used.

SettingDefaultChoose from
Bid criteria and weightsStrategic fit 20 · requirement fit 15 · competitive position 20 · relationship 10 · commercial value 15 · terms risk 10 · capacity 10Any weights totalling 100; saved as a new version
BandsBid at 65+ · executive decision 50–64 · no bid below 50Set the bid and executive thresholds; changes go to the VP Sales for approval
Who decidesCapture manager under $1M · VP Sales from $1M, or any score of 50–64 · the CFO signs too above $5MValue bands and the signer after each
Margin floor15% after partner sharesAny percentage; finance signs against it
Terms that always flagUncapped damages · security above 5% · payment beyond net 45Also unlimited indemnity, assignment of pre-existing IP, consequential loss not excluded
Decide within3 business days of receipt…and at least 5 days before the question deadline
Margin sign-off and remindersWithin 8 hours · remind after 24Hours, per clock
Who hears whatA new RFP scored · the agents disagree · a clock under 24 hours · a flagged termOn or off per rule; also an addendum that changes the score, a weekly digest
Connections

Works with the systems a bid decision already runs on

CRMopportunities, win/loss, contacts and partners; the stage and reasons written after a signature
Buyer portalswatched for new RFPs, addenda and answers to questions
Shared bids inboxRFPs forwarded by sales or sent by buyers
Public award notices and minuteswho holds the work, its term, extensions and record
Team calendar and timesheetsproposal team availability and hours on past bids
E-signature and document storedecision and margin signatures; RFP packages and evidence packs
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
+8pts
win rate on bids submitted
Average39%
Target47%
estimated
$96K
a year of proposal effort not spent on bids we would lose
Declined today45%
Declined at the gate55%
target
100%
of RFPs checked for uncapped damages, bonds and payment terms before the decision
every RFP
terms read on day one

“demo” = seen in the working solution, on its sample data · “target” = the design goal, measured in the live solution · “estimated” = our estimate · “typical” = published figures (a 2026 RFP benchmark survey of 1,500+ teams, run by an RFP software vendor — 166 RFPs a year at 33 hours each, a 39% win rate, 75% of teams running a go/no-go process). People, companies, buyers, partners and RFPs named on this page, including Kestrel & Vane Group, are fictional — characters and sample data in the working solution.

Questions

What sales and proposal leaders ask us.

What is Bid/No-Bid Decision?

Bid/No-Bid Decision is bid no bid decision software that scores each incoming RFP on fit, win odds, risk and effort for a go/no-go decision. Eight agents read the package, score it on your own criteria, flag the terms that bite, estimate the hours against the team's calendar and argue the cited case to bid and not to bid. The VP Sales — or the capture manager under $1M — decides and signs.

How does it make a go/no-go RFP analysis more than a scorecard?

Two agents with opposite briefs build cited cases and must each answer the other's strongest point, so the case against is shown, not averaged away. The person asks the panel questions and tries bid shapes — with a partner, with a capped clause — and sees the score, win odds, effort and expected value change before deciding.

Where do the win odds come from?

The scoring agent works them out from comparable bids in your CRM's win/loss history and shows the working and the sample size. On the sample RFP they rest on 17 comparable bids, and the agent says the honest range is 22–40% around its 31%.

Does it read the draft agreement before we decide?

Yes. The intake agent reads every page and attachment, addenda too, and the terms agent checks each term against your commercial risk policy — uncapped damages, bonds, payment terms, indemnity, IP. Where a clarification could change the decision, it drafts the question before the buyer's question deadline, for a person to send.

Do people stay in control of the bid decision?

Yes. The agents never decide, sign, contact a buyer, accept a term or book hours before a signature. A decision needs a choice, a reason code and a signature, routes by value, and finance signs the margin from $1M. Changes to the criteria weights are proposals that only the administrator can approve.

Does it learn from bids we won and lost?

Every decision keeps its reasons. When the result comes in, the outcomes agent compares it with them, shows how bids fared by score band and proposes weight changes with the evidence. In the sample data, bids scored 65 and above won 55%, and none of the 6 bid by exception below 50 won.

Can we use our own bid criteria and approval limits?

Yes. The criteria and weights, the bands, who decides at each value, the margin floor, the terms that always flag, the decision clocks and who is notified are all settings, versioned and on the audit trail. At set-up the agents map your existing 1–5 scorecard to the criteria.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your bid criteria, risk policy and past bids — and it goes live once every quality gate has passed. Set-up is four steps: connect the CRM and buyer portals, import past bids with their results and timesheets, confirm the criteria and name the approvers.

See it on
your RFPs.

We'll run Bid/No-Bid Decision on a few of your own recent RFPs and the bid criteria you use today.