Projects
A Project is your command center for managing a single bid—from initial evaluation through final submission.What’s in a Project
Tender Documents
The original documents, analyzed and ready for reference.
Checklist
AI-assisted questionnaire to help decide whether to bid.
Eligibility
Check if you meet the tender’s requirements.
Tasks
Work items needed to complete the submission.
Team
Assign team members and track responsibilities.
Writer
AI-powered proposal generation (a task within your project).
Project Workflow
1
Create Project
Import a tender from Finder or upload documents directly.
2
Run Checklist
Answer key questions about the opportunity. AI pre-fills answers based on tender documents.
3
Check Eligibility
Verify you meet all requirements. Identify gaps early.
4
Make Bid Decision
Based on Checklist and Eligibility, decide: Bid or No Bid?
5
Execute Tasks
If bidding, complete tasks like Writer to prepare your submission.
6
Submit
Track progress and meet the deadline.
Creating Projects
There are two ways to create a project:- From Finder
- From Local Documents
- Search for tenders in Finder
- Click on a tender to view details
- Click Create Project
Project Status
Projects move through stages:| Status | Meaning |
|---|---|
| New | Just created, awaiting analysis |
| In Progress | Actively working on bid decision or tasks |
| Bid | Decision made to proceed |
| No Bid | Decision made not to proceed |
| Submitted | Proposal submitted |