Looking for a quick answer. This is the place. You will find quick answers to most of your questions below.

The FAQs are organized by user type, so start there first. If you don’t find your answer, please contact us or visit our user forum.

Please click on each heading below to expand the FAQ category.

Bidder Proposal FAQs (9)

Yes, as a Bidder (CRO or Lab), when a proposal you are watching or have bid on changes, you will get an email alerting you to updates.

As a Bidder (CRO or Lab), if you have a question about an open proposal, you can ask a question of the Sponsor by clicking on the Ask button in the Proposal Details view. This will allow you to enter your question which will then be sent to the Sponsor for review.

Ask a Question

If the Sponsor feels the question is appropriate, they will answer the question, which will then allow all users to see the question and associate answer.

Please be aware, a Sponsor may decide NOT to respond to a question at their own discretion.

As a Bidder, when you create your account, you are able to select an associated company from the Company listing. The first person to associate themselves with a company automatically becomes the Admin of that company account.

Once that person is designated as the admin, they will be able to edit the company profile information from their main menu by selecting the Company listed, as shown below.

While we wish everyone could win every time, when you don’t win a proposal, we update your dashboard with the change of status.

Bid not selected

The beauty of ClinicalBid is that they don’t need to “find you”. You find THEM! (sort of)

When new bids are posted, as a CRO or Lab (aka a Bidder), you will get email from ClinicalBid informing you new proposals have been posted. Just sit back and relax. We will bring opportunities to you.

This is also ideal for Sponsors and Principal Investigators as they don’t have to hunt for the right partner, we make those matches happen automatically as soon as the new proposal is posted.

In the main menu of ClinicalBid is the Proposal Search option. Clicking on this option will open the proposal search view.

Search for proposals

When the proposal search view is shown, the open proposals in the system will be listed in the column on the left. Clicking on any proposal will show the summary details of the proposal and allow you to perform certain actions, should you desire.

Proposal Search view

If you want to refine your search you can enter a keyword in the search bar or used advance options to further clarify your search.

Advanced proposal search

As a Bidder (aka CRO or Lab), when you find a proposal you want to bid on, simply click on the Bid button in the summary view of the proposal.

Bid on a Proposal

Once you click on this link, the bid submission view will open.

Bid Submission View

In the bid submission view, you will be able to fill in your bid information and submit your proposal to the Sponsor.

Proposal Submission

As a Bidder, you can view your bids in your bid dashboard. If you want to rescind (delete) a bid, you can do so by clicking on the Trashcan icon for each bid.

Rescind a bid

When you do rescind a bid, you will be asked to confirm this action in order to make sure it was not an errant selection.

When the Bid is rescinded, the bid will no longer be visible to the Sponsor in their dashboard.

As a Bidder, if you have submitted a bid for a proposal and the proposal is still open, you can edit/update that proposal at any time. To do so click on the Pencil icon related to the bid in your dashboard.

Once you click on this icon, you will be shown a view where you can update your previous information.

Bid Update

Once you make your edits, you can press the Update Bid button to commit them. If you want to preserve your previous bid, you can press the Download Bid button to obtain a CSV file containing your bid information.

Bid Update Warning

Note, when you update a previous bid, all prior bid information is overwritten.

Consulting Gig FAQs (4)

You can find gigs that you’ve already applied for on your user dashboard, in the section labeled “Gigs”.

Once you are in your dashboard, then you will see the Gigs listing table in the middle section, something akin to this….

When logged in as a Consultant, in the top main menu is an option to search for gigs. Clicking on “GIG SEARCH” will open the search view and allow you to find gigs of interest.

ClinicalBid Gig Search
ClinicalBid Gig Search

Once you have found a Gig that interest you, simply click on the “Apply” button to start the application process.

When you click this button, you will be able to send a message and related files to the Recruiter. This application will also be listed in your dashboard so you can track it.

Yes, in fact, anytime a user applies for any gig, their resume will automatically be sent with the application, if you have uploaded your resume in your profile.

Start by clicking on the “Apply” button for the gig.

When you do so, a window will open that allows you to send a message to the Recruiter and decide what files to attach. By DEFAULT the resume attached to your profile is sent.

However, if a user does not want their resume sent when applying, the user can check the box stating not to include a resume.

You will also note there is a box that allows you to send a portfolio file. This file is NOT sent by default but can be sent if checked.

Resume and Portfolio Files

To configure your resume and portfolio, go to your Settings view and scroll down to the Profile Info section. You can press the “Resume Upload” and “Portfolio Upload” buttons to add your files. One file for each option.

To view the existing files, click on the download button on the right to obtain a copy of the current files.

General FAQs (7)

Watches are keywords that a user can configure on their ClinicalBid dashboard to stay up to date with new trials or gigs that are featured within ClinicalBid. Once a new keyword is added to the “Watches” list, the “Related Watches” list will show all items that have been posted containing any of the key terms on the “Watches” list.

When you click on a keyword, you will then see the list of all items that are related to this keyword, namely the proposals or gigs that contain that keyword.


The first keyword, named “Selected Watches” is always present. It is the default watchlist. When you are viewing a proposal or a gig and select the watch action, this item automatically gets add to your default watch list.

If you want to add custom keywords to your watchlist, you can do so by entering the keyword in the input and pressing submit. Any items that match this keyword will be shown when you click on it.

Category: General FAQs

Most functionality in ClinicalBid cost is free.

Sponsors and Principal Investigators pay nothing to post and manage proposals. Consultants pay nothing for managing and replying to gigs.

Bidders only pay in two cases:

  1. Winning Bidder Selection: Bidders pay 3% of the winning bid. It costs nothing to bid. You only pay us when you win.
  2. Company Profile: To have your company listed in the Research Partners directory, we charge $499/month. Note: This listing is free to all bidding companies during our launch in 2019.

Recruiters only pay $49 for each gig posted. All other features are free. Note this fee is waived during our launch in 2019.

Just so we are really clear, during 2019, ALL FEES are $0. Nothing. Nada. Nunca. Zilch.

Category: General FAQs

When you are selected as the winning bidder on a proposal, ClinicalBid will send an invoice to your email address for the related fees. ClinicalBid accepts all forms of payment including credit card, Paypal, and corporate checks. Simply remit your fees with a copy of your invoice. Feel free to contact us if you have questions.

The fee rate for your winning bid is stated in our Selection Fee Agreement and on the ClinicalBid home page.

Oh, this will also be accompanied by a heart-felt congratulations on your win from us! 😉

Category: General FAQs

To edit your profile, select the My Account menu and then the Settings option. This will take you to your profile management view.

Edit Profile
Category: General FAQs

To delete you ClincialBid account, go to account settings by clicking on the “My account” button and select settings.

Go to “additional settings” at the bottom of the settings page. Open the “Account action” drop box and select “Delete account”.

Click save, and finalize by selecting “yes, delete it” when prompted.

Clinical bid will retain all accounts for 30 days, so if an account is deleted accidentally, you can contact support to restore their account.

Category: General FAQs

As a Bidder, you might have noticed when you create an account, we require you to be associated with a Company. When you are the first person who is associate with a company, you become the de-facto administrator of that companies profile.

If, in the future, you wish to change the admin account or your company, please contact support@clinicalbid.com to request that change. We do not allow you to do it yourself as we want to make sure the right people are managing company accounts.

Category: General FAQs

Yes, ClinicalBid has an internal messaging system. You can access it using the Inbox button on the main menu.

Inbox button

Once you are in the Inbox view, to send a new message, click on the green Pencil & Paper icon to open a new messaging window. In the new messaging window you can search for other users by name and then send them a new message. The message thread will then be shown in the left-hand menu so that you can keep track of your conversations.

Inbox New Message
Category: General FAQs

Recruiter Gig FAQs (2)

Assuming your are logged in as a Recruiter, you can find all of the Gigs you posted in your dashboard.

Your Dashboard can be viewed by either clicking on the Dashboard option in the main menu or via your account menu.

Once you are viewing your dashboard, you can see all of the Gigs you posted. Each are listed on an individual line in the Gigs table.

Each line provides a variety of information and options:

  • The Plus, Post-New-Gig icon: Clicking on this icon will allow you to post a new Gig. This will open the Gig wizard so you can post your new job.
  • Status: If the Gig is still open for submissions/applications, the Status will show “Open”. If you close the Gig (by clicking on the lock icon), then the Status will change to “Closed”
  • Posted: This is the date when you posted the Gig.
  • Title: This is the title you provided when you posted the Gig.
  • Views: This is a count of the total number of times the Gig has been viewed by others.
  • Subs: This is a count of the total number of submissions that have been received for this Gig.
  • The Eye icon: Clicking on this icon will show all of the submissions for this Gig in the Submission table below the Gig table you are viewing.
  • The Pencil icon: Clicking on this icon will allow you to edit the current Gig posting.
  • The Lock icon: Clicking on this icon will allow you to close the Gig for submissions.
  • The Trashcan icon: Clicking on this icon will delete this gig from your account.

Assuming you are logged into your Recruiter account, each of the Gigs you posted are listed on your dashboard.

If there are any submissions for a particular gig, the counter in the “Subs” column will show the number of submissions.

Clicking on the “Eye” icon will allow you to view the submission for that specific gig in the Submissions table.

If you want to read the message sent to your by the Consultant or view the files sent with the submission, click the “Msg” and “Attachment” icons respectively.

Sponsor or PI Proposal FAQs (6)

As a Principal Investigator/Sponsor, when you post your proposal any bidder can see your proposal.

ONLY users who have a valid account can actually see the full contents of your proposal. We do NOT publish your proposal outside of ClinicaBid nor can other Internet users see it without being logged in.

Easy. At the top of your main menu is a option titled “Research Partners”. Just click on it to being up the search interface.

Find Research Partners image

The beauty of ClinicalBid is that they don’t need to “find you”. You find THEM! (sort of)

When new bids are posted, as a CRO or Lab (aka a Bidder), you will get email from ClinicalBid informing you new proposals have been posted. Just sit back and relax. We will bring opportunities to you.

This is also ideal for Sponsors and Principal Investigators as they don’t have to hunt for the right partner, we make those matches happen automatically as soon as the new proposal is posted.

As as Sponsor/Principal Investigator, you can view all of the submitted from your dashboard. In the Proposal Management table, you can click on the Trophy icon to see all of the existing bids.

Proposal bid review

This will take you to the Bid Listing where all bids are listed in the column on the left. Clicking on any bid will show the Bid Summary (first tab) and attached Bid Documents (second tab).

Bid Summary

Assuming your are logging in as a Sponsor (Principal Investigator), when you go to your dashboard, you can start the proposal posting process by clicking on the “Plus, Post a New Proposal” button in the upper left corner of the Proposal table.

Clicking this option will launch the “New Proposal Wizard” which will walk you through the process of defining and posting a new proposal.

Once you have completed this proposal, it will be immediately made available for submissions and a listing added to your Proposal dashboard for your access and management.

Absolutely! Just do to your dashboard, and select the “Pencil” icon on the row related to the proposal you want to edit. This will take you to the Proposal Wizard where you can edit any field.

Edit existing proposal

If you make any changes to the proposal, all users who are watching or have previously bid on this proposal will be notified via email that the proposal has been updated so that they can respond appropriately.

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