Bid command center
Dashboard
Review gates
Human approval remains mandatory.
Recent activity
Traceable changes across the active bid.
Recommended next actions
Actions are derived from unresolved workflow items.
Create workspace
Start a New Bid
Capture tender metadata first, then upload the TOR, BOQ, instructions, forms, and annexes.
What the agent will do next
Turn tender text into editable, traceable requirements.
Check prioritized brands and uploaded datasheets first.
Use verified official online evidence only when configured.
Create the compliance matrix, BOM, proposal, and blank price fields.
Tender intake
Documents & Extraction
Upload tender documents. Extracted requirements retain the document, page or sheet, section, and evidence text.
Upload bidding document
PDF, DOCX, XLSX, CSV, TXT, or image. Image-only files need an OCR provider.
The built-in parser suggests requirements. A human must review and approve them before matching.
Uploaded documents
Gate 1
TOR Requirement Review
Edit extraction errors, assign the correct item, classify mandatory versus preferred, and approve only verified requirements.
| Item | Requirement & evidence | Parameter | Target | Type | Source | Review |
|---|
Portfolio policy
Brand Priorities
The matching engine checks active portfolio brands in priority order before any external sourcing.
| Priority | Brand | Categories | Portfolio | Local | Margin | Status |
|---|
Verified evidence library
Products & Datasheets
Upload a manufacturer PDF to create the product and extract technical evidence automatically. Every technical claim remains traceable to its datasheet page.
| Brand / Model | Category | Evidence | Warranty | Lead time | Support | Lifecycle |
|---|
Portfolio-first analysis
Match Workspace
Candidates are ranked using mandatory compliance, preferred compliance, brand priority, evidence quality, support, warranty, lead time, and commercial preference.
No matching run yet
Approve the TOR requirements, upload product datasheets, then run the technical match.
Gap sourcing
External Sourcing
Use this only when the internal portfolio does not fully satisfy mandatory requirements or falls below the configured score threshold.
Official-source search
The app never fabricates online results. A server-side Tavily or Serper key is required.
Sourcing queue
Store source URL, retrieval date, evidence, and approval requirement.
| Bid item | Brand / Model | Source | Evidence | Approval | Status |
|---|
Commercial handoff
Solution & Bill of Materials
Selected primary products are added automatically. Add accessories, licenses, cabling, installation, training, support, freight, and other scope lines.
| Description | Brand / Model | Qty | Unit price | Discount | Tax % | Freight | Installation | Other | Total |
|---|
Client proposal
Offer Builder
Edit the narrative, inspect the compliance matrix, review blank commercial fields, and export the controlled draft.
Editable offer sections
Changes are saved per section and recorded in the audit log.
Print preview
Commercial blanks remain visible.
Submission control
Approvals & Audit Log
The bid cannot be marked Ready to Submit until all three human review gates are approved.
Audit trail
Uploads, edits, selections, overrides, approvals, and exports are traceable.
| Date | Actor | Action | Entity | Detail |
|---|
Secure integrations
Settings & Integrations
Provider names can be saved here. Secret keys are read only from server environment variables and are never stored in the browser.
AI and document services
Built-in deterministic processing works without keys.
Server key setup
Keys stay outside the app database.
TAVILY_API_KEY=your_server_keySERPER_API_KEY=your_server_keyTeam login and server-enforced roles are active. For internet use, deploy the included HTTPS stack, protect the server, make scheduled backups, and migrate to PostgreSQL when the team or workload grows beyond a small single-server deployment.
My account
Your identity is used in the audit trail and approval records.
Default matching weights
Mandatory technical compliance dominates the score.