Docs Features
Opportunities
Your company's bid board. Every invite you are bidding or deciding on, with statuses, assignees, due dates, filters and exports.
Opportunities is your company's bid board. It lists every project your company has been invited to bid, with who owns it, when it is due and where it stands. It replaces the shared bid spreadsheet. Everyone in the company sees every opportunity, and the My Opportunities switch narrows the list to yours.
Tidy uses "opportunity" and "bid" for the same thing.
Where to find it
Sidebar: Opportunities (under Bidding).
The board
- + Opportunity in the top bar adds one by hand or from a pasted email. See Bring in bid invites.
- Personal Stats shows your active opportunities, what is due this week and your win rate. Admins also see company figures across the top.
- The search box, labelled Find, filters by name.
- Export downloads exactly what the current tab shows, as a branded PDF or an Excel file.
- The strip under the heading shows your company's bids address. Forward invites to it and they land here.
Tabs
| Tab | What is in it |
|---|---|
| Undecided | New invites nobody has decided on yet. This is your intake queue. |
| Accepted | Opportunities your company is bidding |
| Submitted | Bids you have sent, with follow-up dates and status |
| Needs Revision | The client asked for a revised number after you submitted |
| Won | Bids you won. They stay on the board as active work. |
| Closed | Declined and lost bids. A banner says how long until they are deleted for good. |
Views
Switch between Table, Stages (a kanban board) and Calendar. Tidy remembers your choice in this browser.
Filters
Each column header (Assignee, Name, Location, Client, Created, Due Date, Source) opens a menu to sort and filter that column. Add a Due date range and the My Opportunities switch on top. Clear filters resets them.
"My" opportunities are ones where you are the lead estimator or on the bid's team.
Statuses
Each opportunity has three statuses.
| Status | Values | What they mean |
|---|---|---|
| Acceptance | Undecided, Accepted, Submitted, Needs Revision, Declined | Whether you are bidding it and whether it has gone out. Declined closes it. |
| Award | NA, Won, Lost | The result. Lost closes it. |
| Follow-up | Awaiting Reply, Draft Pending Approval, Outcome Received | Where you are in chasing the client for a result |
You cannot mark a bid Submitted without recording the submission. Choosing Submitted opens the log dialog.
Actions on a row
| Tab | Buttons |
|---|---|
| Undecided | Bidding (accept) and Decline |
| Accepted, Needs Revision | Submit Bid and Log proposal |
| Closed | Restore |
- Click a row to open a quick view on the right, with the status, assignee, due date, scope, files, team, chats and comments. Open bid opens the full page.
- Click the name, or Ctrl + click for a new tab, to go straight to the bid page.
- Right-click a row for every action: accept, decline, assign, submit, log a proposal, set the award, open in Agent, generate a follow-up, copy a link, Copy agent token and archive.
- Tick several rows to Assign, Accept, Decline or Archive them together.
Keeping the board clean
Admins set these in Admin > Settings > Main:
- Auto-Delete Policies: how many days before undecided, declined, lost and archived opportunities are removed for good.
- Due Date Auto-Adjust: show every due date a few days early so the team works to an internal deadline. The client's real date is kept on the bid.
Past-due Undecided invites are archived automatically. Admins can restore archived bids from Admin > Archived Opportunities.
What the agent can do
The agent can search the pipeline, list what is due soon, summarize totals, update a bid (assignee, due date, status, value, follow-up dates, name, location, scope), manage the team, add comments and archive or restore bids. Declining always goes through the decline dialog, so a person sends or skips the email. Over MCP these work with no Tidy tab open.
Plan limits
The Free plan includes 10 opportunities per company in total, ever. Deleted ones still count. Pro and Max are unlimited. See Plans and limits.