Salesforce Bid Management

Run your whole RFQ-to-award workflow inside Salesforce: import, price, approve and award every bid in one grid.
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Sales dashboard showing company accounts with columns for account name, type, owner, employees, industry, revenue, and phone.
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. From RFQ to award, in one spreadsheet-style grid 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 the RFQ file and map its columns
  • Match the customer’s product names to your catalog
  • Review every line, then save 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

  • Last prices and past bids, live from Salesforce
  • Every supplier’s bid on a deal, side by side
  • 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

  • Margin per line and per bid
  • Rules flag losses in red, thin margins in amber
  • Try what-if prices before you submit
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

  • Send bids to pricing coordinators in bulk
  • They approve or reject, with reasons
  • 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

  • Each bid’s lines, cost and margin in one place
  • The Wave grid right on the Salesforce Quote page
  • Past bids and tasks a click away
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 the winning bid awarded, or send lines to rebid
  • Finalize creates the Opportunity, Quote and Quote Lines
  • One click, inside Salesforce
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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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 Improves End-to-End Operational Efficiency in Salesforce

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Western Digital Unlocks Powerful Salesforce Forecasting Capabilities

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BP Oil & Gas Solves Complex Quoting inside Salesforce

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More success stories
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