Rateware Bid Room

Active bid room

Select or create an event

One workflow: event setup, lane book, participants, outreach, auction, award.

Event-No bid event selected.

Lanes0Paste or import the book.

Targets0No carriers shortlisted.

Bids0No live offers yet.

Launch QA

Select a bid event to inspect readiness

Step 1

Event setup

Required before lanes

RFx ID Name Customer Searches Shipper CRM customers. Type Bid visibility Due date

Step 2

Business book

No lanes

Business book entry

Load lanes by template or quick manual entry

Filled template for large RFx books

Lane	Origin	Destination	Equipment	Service	Issues

Quick manual entry

Add a few lanes without a template

Origin	Destination	Equipment	Trailer	Operation	Service	Weekly	Target	Currency

Select	Lane	Origin	Destination	Equipment	Volume	Supply depth	Progress
Select an event to load lanes.

Step 3

Participants

Carrier CRM participants

Select carriers for this bid

Loading Carrier CRM...

Search Carrier CRM

Saved list / segment

Loading Carrier CRM...

Selected participants

Bid carrier list

0 selected

Select carriers from the CRM list.

Save selected list as template

Bulk import participant template

Upload CRM participant catalog

Mark TRUE/FALSE in the catalog, then upload it

Participates	Carrier	CRM match	Status

Step 4

Outreach launchpad

Add carriers to this wave Search Carrier CRM and create drafts only for new participants. Existing outreach stays unchanged.

Search Carrier CRM

CRM matches Type 2+ characters to search

Selected carriers 0 selected

Invitation wave Invite template Send channel Generate one channel at a time. Gmail, WhatsApp Business, and WhatsApp groups use separate queues. WhatsApp target Send from

WhatsApp Business readiness Only applies when the WhatsApp Business channel is selected. Gmail queues do not depend on WhatsApp status. Generate draft queue creates or reuses the Meta notifier automatically.

Gmail sending model Step 4 uses sales@heymarksman.com as the only approved sender. Connect it in Settings before direct Gmail sending.

HTML source fallback

Subject Email HTML WhatsApp / text

Open Invitation Admin

No template selected. Select a template to preview the carrier invite before creating drafts.

Draft queue No drafts generated for this bid event.

Search drafts

0 selected

	Carrier	To	Channel	Status	Subject / preview	Updated	Action
Create invite drafts to review Gmail and WhatsApp messages inside this Bid Room.

Step 5

Auction room

No bids

No live bids yet.

Bid Room Chat

Carrier communications

Google Chat ready

Open threads 0

Needs reply 0

Carrier messages 0

Google sync 0

Select a bid event to load the communication queue.

No communication signals detected yet.

Thread

Select a bid event to load chat threads.

Lane / carrier All-in rate Currency Capacity / wk Transit days Notes

Source message

No source message selected.

Carrier	Lane	Status	Score	Bid	Rateware	Delta	Commercial	Availability	Capacity	Transit
No carrier bids yet.

Step 6

Award & closeout

Decision room

Award summary

Lane award control

0 lanes with bids 0 primary awards 0 backups 0 Rateware rows

Select a bid event to inspect closeout readiness.

Closeout

Create Rateware from awards

Primary awards can be written as approved Rateware rows with RFx audit trail and source preservation.

Award notices

Email each carrier

Generate award, backup, and not-awarded drafts from the decision board, then send individual Gmail messages.

No award notices generated yet.

Generate notices to review carrier closeout messages.

Select a bid event to award lanes.