Update bid item name from linked project record
Update bid item name from linked project record
Your bid records fall out of sync when project details change, leaving estimators with unclear titles. Rename bids to include linked project context so teams find and act the same day.
Overview
Stale bid titles slow estimators and create handoff friction; keeping names aligned with project context removes guesswork. This workflow updates bid names from linked project data so your estimating and PM teams can find and act on opportunities the same day.