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Reviewing a bid (Managed Users)

Details on how to make changes to a drafted bid

Updated over 4 months ago

Fundin makes it easy for you to make changes to any drafted bid.

Here’s how it works:

Email Notification

Once your bid is ready for review, you’ll receive an email notification with a link to view the draft. Simply click the link to access your bid and review its content.

Needs Checking & Info Required

Within each bid we highlight questions that need your attention.

Needs checking = we have made some assumptions and need you to double check you are happy with the response.

Info required = we didn't have enough information to answer this question and need your input.

Suggesting Changes

If you’d like to suggest edits or provide feedback you can do so using the comments box.

Ready for submission

When you’re happy with the draft you can approve the bid in our app by clicking 'Ready for Submission.

This will move the bid over to the submission column in the pipeline and the bid is ready to submit.

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