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Finalizing a bid well requires input from multiple perspectives. BidRight supports collaboration across three roles so each team can contribute their context before rates are locked.

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Roles and responsibilities

Sales

Owns the customer relationship. Brings context on competitive pressure, strategic accounts, and what the customer is likely to accept.

Operations

Knows capacity, driver availability, and lane profitability from an operational perspective. Flags lanes that may be difficult to cover.

Pricing

Sets rates based on the cost model and margin targets. Has final sign-off on the rate sheet before it goes to the customer.

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Best practice: hold a brief review meeting

Before finalizing rates, bring all three roles together for a short bid review. This is the fastest way to surface conflicts between pricing targets, operational constraints, and customer expectations. Each role can annotate lanes in BidRight with comments. Use annotations to flag concerns or questions directly on the lane so nothing gets lost in a side conversation.

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Team review workflow

1

Pricing sets initial rates

Pricing enters target rates based on the cost model and margin targets. This gives the team a starting point to react to.
2

Sales reviews for competitive context

Sales reviews the rate sheet and flags any lanes where the proposed rate may be too high or too low given competitive pressure or account strategy.
3

Operations flags capacity concerns

Operations reviews the lane list and annotates any lanes with known capacity constraints or coverage concerns.
4

Pricing finalizes rates

Pricing incorporates feedback from Sales and Operations and finalizes the rate sheet. Pricing has final sign-off before the bid is exported.
Assign the bid to all three roles when you create it. That way everyone can access it from day one and no one is waiting for a share link when the review starts.
Once rates are finalized, see Exporting Rates to prepare the file for the customer.