Once you accept an ITB and start working on your estimate, your project enters the Opportunity workflow.
These stages help your team stay organized and show where the project stands in the bidding process.
You can move a project through it's statuses by:
Dragging cards in Board View
Using the “Mark as…” buttons inside Project page(s)
Changing the status in the Project Information section of the Overview page
Here’s what each stage means and how it moves.
✅ Accepted
Hooray! This status means you or someone on your team has accepted an ITB. The project is now an opportunity and hasn’t been worked on yet.
Actions you can take while in Accepted:
Start entering estimate details → Riffle automatically moves it to Draft
Promote it manually by dragging it to Draft in Board View
Change the status to any other Opportunity status in the Project Information section of the Overview page
✏️ Draft (In Progress)
You’re actively building or entering the estimate — this is your main working stage.
Actions you can take while in Draft:
Continue entering estimate information
Move forward by dragging to In Review or Submitted
Or use the “Mark as…” buttons inside the Project Record
Change the status to any other Opportunity status in the Project Information section of the Overview page
👀 Internal Review (optional)
You want someone on your team to look over the estimate before sending it to the bidding company.
Actions you can take while In Review:
Notify a teammate for review (prompt appears automatically)
Promote to the next step by dragging to Submitted
Or click “Mark as Submitted” when ready
Change the status to any other Opportunity status in the Project Information section of the Overview page
⚠️ Note: admins can turn this stage off if it does not apply to your company's normal workflow.
📤 Submitted
You’ve sent your estimate to the bidding company. This stage represents a complete, outbound bid.
Actions you can take while in Submitted:
If the bidding company replies with questions or changes, move to Negotiating
If the bid is final, wait for a result
When you hear back, mark the project as Won or Lost
Change the status to any other Opportunity status in the Project Information section of the Overview page
💬 Negotiating (optional)
The bidding company has responded with change requests, questions, or clarifications.
Actions you can take while in Negotiating:
Update estimate information
Move back to Submitted once changes are sent, OR
When you hear back, mark the project as Won or Lost
Drag directly between these two column in Board View
Change the status to any other Opportunity status in the Project Information section of the Overview page
⚠️ Note: admins can turn this stage off if it does not apply to your company's normal workflow.
🏆 Won
Your bid was awarded by the winning bidder for the project. Congrats! 🎉
Actions you can take while in Won:
Press Begin Project Planning to move your project into the WIP phase
Revert the status to any other Opportunity status in the Project Information section of the Overview page
❌ Lost
The bidding company did not award your company the project.
Projects marked as Lost will remain visible in your board/list view until you archive them. If something changes, you can always update to the project status to Won (we're rooting for you!)
Actions you can take while in Lost:
Change the status to any other Opportunity status in the Project Information section of the Overview page
⭐ Summary
Accepted → Draft happens automatically when you begin to enter estimate details (or you can manually drag from Accepted → Draft in Board View or by updating the status in the Project Information section of the Overview page).
All other stage changes are manual
Optional stages (In Review and Negotiating) can be turned off by admins
You can move back and forth between certain stages
You decide when to close out the opportunity as Won or Lost