Choose a tab
- Relevant tenders: Open tenders within your evaluation criteria, grouped by relevance label. Review tenders here. To see one market, pick a queue.
- All tenders: Every tender, whatever its fit. The tab starts filtered to your criteria, Tender type, and Upcoming deadlines.
Decide on a tender
A tender’s status is To review, Tracked, or Not relevant. Status is shared across your organization. A tender leaves To review for everyone when someone tracks it, marks it Not relevant, or creates a project from it.Assign people and comment
Assignees and comments are under Details > Team. Neither changes the status or sends a notification. Only a comment’s author can edit or delete the comment.Read the documents
Tracking a tender fetches its documents. To get them without tracking, click Fetch documents. Some tenders show Open portal instead, or have no Documents section.Pick a display language
Click the language button in the page header. It starts on Original language. Your choice applies only to you. Realm translates titles and descriptions, not documents.Ask the chat
Click the chat icon in the page header. You can ask the chat to:- Find and rank relevant tenders
- Explain why a tender fits
- Read a tender’s documents
- Track a tender or mark it Not relevant
- Create a project from a tender
Create a project
Click Create project on the tender. Awarded and past-deadline tenders can’t become projects. The project is named after the buyer and the tender. It gets the tender’s deadline and a Tender portal tab. Some projects also get the tender’s documents in Files. To give teammates access, see Creating a project. To find the tender again, open the project’s Tender portal tab. To continue, see Filling RFPs or Go/No-Go analysis.Keyboard shortcuts
- Next and previous work only in the Relevant tenders list.
- Shortcuts don’t fire while you type in a field.
- To see this list in the app, click ? in the top toolbar of Relevant tenders or a tender page.