SaleQMS working template

Bid / no-bid review

Apply proportionate governance to significant pursuits.

All templates

Editable: click the guidance text under each heading and replace it with your organisation information. Use Print / save as PDF when complete.

Header: record owner, date, version, opportunity or customer reference, approval status and next review.

Opportunity and decision deadline

Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.

Fit, value and competitive position

Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.

Delivery and commercial feasibility

Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.

Legal, regulatory and reputation exposure

Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.

Resource requirement and opportunity cost

Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.

Decision, conditions, authority and review trigger

Record the minimum reliable information, its source, owner and status. Mark unknowns explicitly rather than converting assumptions into facts.

Example structure · Adapt to context and risk · Do not capture personal or confidential information unless your approved system and retention controls permit it.

OwnerSaleQMS editorial
Expert reviewCommercial & quality method
StatusControlled · Example template
Reviewed22 Aug 2026 · event-driven
Feedback