The customer’s own screen, built from their side of it
The obvious move is to show a customer the provider’s screen with the other customers filtered out. That shows them your pricing, tells them how many rivals you have, and buries the three things they actually have to do.
A Bid-On customer is a guest inside their provider’s tenancy. Giving them the provider’s screen with rows filtered out is the cheap option and it is wrong twice over: it shows them what the provider charges and how many other customers exist, and it buries the three things only they can do.
So they get their own screen, and everything on it is theirs. The documents held for them, with the dates they run out. The statements only their own director can confirm. Everything that has been asked for, from every pack, in one list. And what they are being charged.
The declarations panel is the reason the page exists. Insurance cover, accident figures and legal statements are representations their company makes to a buyer under its own name, so the platform refuses one from the provider’s staff and from every agent. This screen is therefore the only place in the platform where a declaration can be confirmed at all. Whoever confirms it is who the buyer will hold to it, and an answer resting on an unconfirmed declaration is held back from the submission rather than sent.
There is deliberately no readiness percentage. A number that says 68% invites a conversation about the number rather than about the two certificates that are missing, and the list of what is still needed is the useful form of the same fact.
The bid states are in plain words rather than internal ones. “We are checking it” means something to a contractor; “in review” does not. The questions we need answered and the documents the buyer requires are one list, because from their side of the screen they are one errand — a priced cost model and a signed order form are not “gaps in the evidence”, they are two more things to send. Each row says which kind it is, because a question holds up one answer and a required document holds up the whole submission.
Where a buyer has amended a standard contract, the observations go on this page too, because they are the ones who sign it. It says on the page — not in a tooltip — that it is a first pass written by a model for whoever advises them, that it is not legal advice, and that nothing has been accepted on their behalf. The questions that reading raised are not shown here: those go to the buyer, and buyer contact on a live bid is the provider’s to manage rather than something to invite from two directions at once.
No approval and no export. A customer does not approve their own answers — the provider’s reviewer does, because the whole service is somebody competent reading it before it goes.
See the record being made rather than described.
Launch the demo environment