Salesforce Bid Management

Build, price, and manage bids faster with spreadsheet-style editing inside Salesforce.
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Excel spreadsheet showing a Bid Management Executive Dashboard with sections for Active Bids, Win Rate, Pipeline Value, Avg Bid, Avg Days to Award, Active Bids by Stage, Win/Loss Summary for last 12 months, and Recent Bid Activity with details on bid name, account, stage, amount, last modified date, owner, and days open.
Bids
USE CASES

Your complete RFQ-to-award workflow

Work the way bidding actually happens. Import to award, all in one spreadsheet connected to Salesforce.
Excel spreadsheet showing import RFQ and product matching details with columns for RFQ line number, customer part, description, matched product, product code, match confidence, unit of measure, required quantity, required by date, and match status.

Import and Product Matching

Import your RFQ file. Auto-map columns. Match their product names to your catalog. Review and correct before saving to Salesforce.
Excel spreadsheet showing bid management with live Salesforce data including product price and stock analytics such as product name, code, quantity, last sold price and date, average, minimum and maximum prices, warehouse stock, lead time, and suggested price.

Fetch Live Analytics

Pull invoice history, last prices, warehouse data - all live from Salesforce. No blind bidding.
Excel spreadsheet showing margin analysis and what-if pricing for various products including quantities, cost prices, bid prices, margin dollars and percentages, rule flags, and adjusted prices and margins for what-if scenarios at +5% and +10%.

Margin Analysis

See margin per line and per bid. Use Rules to flag low-margin lines. Run what-if analysis before submitting.
Excel spreadsheet titled Task Assignment – Pricing Coordinator Review displaying bid line items with columns for Product Name, Assigned To, Task Type, Priority, Status, Rejection Reason, Due Date, Created Date, and Notes, showing task statuses like Approved, Pending, and InReview.

Approvals and Handoffs

Create tasks for Pricing Coordinators in bulk. They review, approve or reject with reasons. Automated notifications keep everyone in sync.
Excel spreadsheet from Valorx Fusion showing bid management data with product names, bid prices, dates, results, win rates, and open tasks in a related data view for Acme Corp RFQ-2026-Q1.

Related Data in One View

Click a bid line to see related tasks, past bids for this product, and product details. Full context without switching screens.
Excel spreadsheet showing 'Finalize & Award – Salesforce Record Creation' with columns for Bid Line, Product Name, Qty, Final Price, Total Value, Award Status, SF Opportunity, SF Quote, SF Quote Line, and Finalize Status, all marked as Awarded and Created.

Award and Finalize

Mark lines as awarded. Rebid if needed. Finalize creates Opportunities, Quotes, and Quote Lines in Salesforce - one click.
Valorx Wave CRM dashboard displaying a table of opportunity records with columns for Name, Stage, Amount, Close Date, Owner, Opportunity Type, and Account.
Sales agreement table in Valorx Wave showing account details, products, planned quantities, sales prices, and discount percentages for October 25 and November 25.
Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.
Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.
Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.
Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.

Real results from enterprise teams   

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6 +hrs/day

saved per employee

10 x

faster quote updates in Salesforce

700%

Bidding efficiency gains
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See what Valorx adds to Sales Cloud and CPQ for bid management

Without Valorx
Manually copy-paste RFQ data into Salesforce
Match products manually, one by one
Pull historical pricing from reports separately
Margin data on individual records
With Valorx
Import RFQ files directly, auto-map columns
VLOOKUP to match products in bulk
Fetch live analytics inline per bid line
Margin analysis with Rules highlighting
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Eric Winston
Service Supervisor
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Built for teams managing bids in Salesforce

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Technology & SaaS

Subscription pricing, multi-year contracts, product bundles.
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Professional Services

Custom scopes, tiered pricing, complex engagements.
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Telecommunications

Custom network configurations, multi-location pricing.
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Manufacturing

Configured products, volume pricing, dealer/distributor quotes.

Two ways to manage bids in Salesforce

Choose the approach that fits your workflow.

Wave

A spreadsheet interface built inside Salesforce.
CRM interface showing a list of accounts with columns for account name, billing state, and phone number, and a panel displaying Beglobal's opportunities with names, amounts, qualification stage, and close dates.
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Fusion

Your Salesforce data, live in Excel and Google Sheets.
Screenshot of a spreadsheet titled 'Deal Pricing Estimator' displaying customer price, equipment summary with tables, charts, and detailed pricing information.
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Real results with Valorx

Show your customers what's possible when they combine Salesforce with spreadsheet-native workflows.

Adobe

Get more quotes out the door by handling unlimited line items and complex calculations in familiar spreadsheets while keeping all data secure in Salesforce.
View case study

BP Oil & Gas

Get more quotes out the door by handling unlimited line items and complex calculations in familiar spreadsheets while keeping all data secure in Salesforce.
View case study
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Smiling young man with glasses and a beard wearing a black shirt on a light gray circular background with a small purple circle in the top right.
Eric Winston
Service Supervisor
Book a demo
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