Certifications
Certifications are often mandatory requirements in tenders. Keep them organized in your Hub for automatic eligibility checking and easy inclusion in proposals.Types of Certifications
| Category | Examples |
|---|---|
| Quality Management | ISO 9001, Six Sigma |
| Information Security | ISO 27001, SOC 2, TISAX |
| Environmental | ISO 14001, EMAS |
| Industry-Specific | ISO 13485 (Medical), AS9100 (Aerospace) |
| Professional | PMP, ITIL, PRINCE2 (individual certs go in Team Profiles) |
Adding Certifications
1
Navigate to Hub
Go to Hub → Certifications.
2
Add New Certification
Click Add Certification.
3
Enter Details
Fill in the certification information:
- Name: Official certification name
- Issuing Body: Certifying organization
- Issue Date: When granted
- Expiry Date: When it expires (critical!)
- Scope: What it covers
4
Upload Document
Attach the certificate PDF for reference.
Required Fields
| Field | Required | Why It Matters |
|---|---|---|
| Certification Name | Yes | Matching against tender requirements |
| Expiry Date | Yes | Eligibility validation |
| Document Upload | Recommended | Evidence for proposals |
| Scope | Recommended | Precise matching |
How Certifications Are Used
Eligibility Checking
Automatically matched against tender requirements. Shows ✓ for matches, ⚠ for gaps.
Writer Facts
Referenced when writing about company qualifications and compliance.
Best Practices
Include scope details
Include scope details
“ISO 27001 certified” is good. “ISO 27001 certified for cloud hosting services and data processing” is better—it enables more precise matching.
Track renewal dates
Track renewal dates
Create a system to review certifications quarterly. Expired certs in the Hub lead to failed eligibility checks.
Add audit reports
Add audit reports
If you have recent audit reports, add them. They provide additional credibility in proposals.