Quickstart
This guide walks you through creating your first project in Forgent—from importing a tender to making a bid decision.Prerequisites: You should have a Forgent account and access to a tender document (PDF or Word) to follow along.
Step 1: Set Up Your Hub (Optional but Recommended)
Before creating projects, add some basic company information to your Hub. This helps the AI provide better answers.1
Navigate to Hub
Click Hub in the left sidebar.
2
Add Company Information
Fill in your company name, industry, and basic details.
3
Upload Key Documents
Add certifications, team profiles, or project references that you commonly use in proposals.
Step 2: Create a Project
- From Local Documents
- From Finder
1
Go to Projects
Click Projects in the left sidebar, then Create Project.
2
Upload Tender Documents
Drag and drop your tender documents (PDF, Word, etc.) or click to browse.
3
Name Your Project
Give your project a descriptive name that helps you identify it later.
4
Wait for Analysis
Forgent analyzes your documents and extracts key information automatically.
Step 3: Run the Bid Decision Process
Once your project is created, decide whether to pursue the bid.Run the Checklist
The Checklist helps you answer key questions about the opportunity:1
Open Checklist
In your project, click Checklist in the sidebar.
2
Review AI Answers
Forgent uses AI to pre-fill answers based on the tender documents. Review each answer.
3
Confirm or Edit
Confirm answers that look correct, or edit them if needed.
4
Make Your Decision
Based on the completed checklist, decide whether to proceed with the bid.
Check Eligibility
Verify that your company meets the tender’s requirements:1
Open Eligibility
Click Eligibility in the project sidebar.
2
Review Requirements
See which requirements you meet (✓) and which need attention (⚠).
3
Address Gaps
For any gaps, determine if you can address them before the deadline.
Step 4: Start Working on Tasks
If you decide to proceed, your project shows the tasks needed for submission.1
View Tasks
Go to Tasks to see what needs to be done.
2
Start Writer
Click on a Writer task to begin AI-powered proposal generation.
3
Track Progress
Monitor task completion and deadlines in the project overview.