One workspace for the whole bid, from decision to closing date
Deciding to bid opens a workspace with eight weighted milestones dated back from the closing date. The compliance matrix, the response, the team, the CVs and the references are worked side by side, and readiness is the weighted progress everyone sees.
Who uses it
- Bid manager
- Estimator
- Technical writer
- Partner reviewer
What it does
- Eight milestones — compliance, technical, methodology, team and CVs, experience, pricing, SBD forms and signatures, partner review — each with an owner and a date.
- Requirements read from the buyer’s documents with their exact quote (a quote not found in the documents is dropped), or the standard South African checklist: SBD 1, 4 and 6.1, CSD, tax compliance, B-BBEE, CIPC, COIDA, financial statements, bank letter and more.
- Each requirement matched to a current vault document, uploaded, verified or marked not applicable with a reason.
- The Response Studio: twelve standard sections drafted from approved capabilities and verified references, approved by someone other than the author, exported as Word or PDF on your letterhead.
- A risk register; a risk that must be resolved before submission blocks the pack until it is.
- Partner review by a partner who is not the bid manager.
How it works
- Decide to bid.
- Load the requirements and match the vault.
- Draft, review and approve each section.
- Request the partner review.
The controls that protect it
- A drafted section claiming a B-BBEE level, registration or document your records do not support is refused.
- Requirements and evidence are withdrawn with a reason, never deleted.
What it does not do (yet)
- Scanned PDFs without a text layer are not read for requirements (no OCR on that path).
- Without an AI engine the sections are written by the team.
