> ## Documentation Index
> Fetch the complete documentation index at: https://docs.medstrato.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Post-Bid Evaluation & Debrief

> Record tender outcomes, capture win/loss reasons, and complete bid debriefs in MedStrato. Use structured feedback to improve AI scoring and future bid strategy.

# Post-Bid Evaluation

After a tender is decided, close the loop. Recording outcomes and completing a bid debrief helps your team learn — and trains MedStrato's AI to score future opportunities more accurately.

> **Scenario:** A bid team learns they lost a hospital tender on pricing. The manager moves the tender to **Lost**, fills in the debrief with specific pricing feedback from the buyer, and notes what to change next time. Six months later, MedStrato's opportunity scoring flags a similar tender — this time with a pricing risk warning informed by the earlier debrief.

## Update the tender stage

Open the tender and click **Move to** to set the outcome:

| Stage              | When to use                    |
| ------------------ | ------------------------------ |
| **Evaluating**     | Under evaluation by the buyer  |
| **Preparing**      | Bid preparation in progress    |
| **Quoting**        | Finalizing pricing             |
| **Submitted**      | Proposal sent to the buyer     |
| **Pending Result** | Awaiting the buyer's decision  |
| **Won**            | Tender awarded to your team    |
| **Lost**           | Tender awarded to a competitor |
| **Cancelled**      | Tender withdrawn or cancelled  |

<img src="https://mintcdn.com/startosphere/CVNoWbVoC9HSSAuf/images/user-manual/5-2-tenders/00-stage-move.jpeg?fit=max&auto=format&n=CVNoWbVoC9HSSAuf&q=85&s=5a09cfcb4935530dc03805d60b58ba2e" alt="Move to — set tender stage" width="1631" height="873" data-path="images/user-manual/5-2-tenders/00-stage-move.jpeg" />

Changing the stage updates the pipeline view, Dashboard funnel, and list filters.

## Bid Debrief — Won

When you move a tender to **Won**, the Bid Debrief section appears (under the **AI** tab):

* **Win Reason** (required) — What were the key factors? Describe differentiators, pricing strengths, or relationship advantages.
* **Improvements for Next Time** (optional) — Process or content improvements for future bids.
* **Pricing Feedback** (optional) — Any feedback from the buyer on your pricing.

Click **Submit Debrief** to save.

<img src="https://mintcdn.com/startosphere/CVNoWbVoC9HSSAuf/images/user-manual/5-2-tenders/01-debrief-won.jpeg?fit=max&auto=format&n=CVNoWbVoC9HSSAuf&q=85&s=9321e75857ced430531744e27c2f1e60" alt="Bid Debrief — Won" width="1631" height="873" data-path="images/user-manual/5-2-tenders/01-debrief-won.jpeg" />

## Bid Debrief — Lost

When you move a tender to **Lost**, fill in:

* **Loss Reason** (required) — Why you lost. Be specific: pricing, technical gaps, competitor strengths, timing, or relationship factors.
* **Improvements for Next Time** (optional) — What to do differently.
* **Pricing Feedback** (optional) — Buyer feedback on pricing.

Click **Submit Debrief** to save.

<img src="https://mintcdn.com/startosphere/CVNoWbVoC9HSSAuf/images/user-manual/5-2-tenders/02-debrief-lost.jpeg?fit=max&auto=format&n=CVNoWbVoC9HSSAuf&q=85&s=b4506d3da636f1c79e35f1e90d8ce4ae" alt="Bid Debrief — Lost" width="1631" height="873" data-path="images/user-manual/5-2-tenders/02-debrief-lost.jpeg" />

## How debriefs improve future bids

Debrief data feeds back into MedStrato's AI:

* **Opportunity scoring** — future opportunities are scored with patterns from past wins and losses.
* **Bid strategy** — recurring loss reasons surface as risk warnings on similar tenders.
* **Dashboard analytics** — win rate, conversion funnel, and pipeline metrics stay accurate.

## More scenarios

> **Pattern recognition:** After six months of consistent debriefs, a sales director notices MedStrato's opportunity scoring now flags tenders from a specific hospital group as "high risk — pricing sensitive." The team adjusts their pricing strategy for that buyer and wins the next round.

> **Team learning:** A bid manager exports debrief data for a quarterly review. The data shows that 60% of losses cite "incomplete technical response" as a factor. The team implements a policy of always running AI compliance checks before submission — and their win rate improves by 15% the following quarter.

<Tip>
  The more detailed your loss reasons, the better the AI learns. "Lost on price" is useful; "Lost because competitor offered 15% lower on consumables" is much more valuable.
</Tip>
