PRACTICAL ANSWERS

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Bid Passport and claims

Your Bid Passport evidence library separates company claims from supporting files. Approving notes permits drafting; it does not independently verify a certificate. Record insurance type, GBP cover, limit basis and expiry from the actual policy. Fictional demonstration records cannot support real application drafts.

HOLD decisions and tender clarifications

Use Review bid decision in a tender workspace. Record eligibility, buyer clarifications, local delivery, activity pricing, recent projects and referee permission, and the original form and submission route. Open clarifications, unresolved conditional requirements or illustrative pricing keep the bid on HOLD. Changed facts require another review. No question, declaration or bid is sent automatically.

The original buyer form

The application preparation workflow can populate supported Word tables and text controls, Excel input cells and fillable PDF text fields. Map fields to checked company facts or saved answers, download the populated original and review it. Signatures, declarations, protected cells and unsupported layouts require your own completion; upload a company-completed original and review it before approving the pack. Submit through the official route yourself.

Recovering account access

Verification links expire after 24 hours. Choose Resend my verification email on the sign-in page. Open the new link and choose Confirm email. Existing accounts can reset a forgotten password or change it from Password in the workspace. Registration may be closed while the public opportunity check remains available.

Required attachments and declarations

Use Requirements & attachments inside an application. Paste or upload official guidance to collect suggested mandatory-document sentences, then check for missing annexes and conditions. Record the source wording, link current approved files and confirm each check. Changed guidance or evidence requires review again. Mandatory unchecked items prevent a new approved pack; draft exports remain available.

Word limits and character limits

Record the limit used by the official form on each question. Character counts include spaces and line breaks. Over-limit answers cannot be marked reviewed. Check the portal’s own counter before submitting, since a provider may count characters differently.

How matching works

We compare the facts in your company profile with published requirements. Unknown or unreviewed requirements stay conditional. Relevance describes fit, not a chance of winning. Update your profile or send feedback from a listing to improve your shortlist.

Why a listing needs a source update

Every source has a refresh target. When checks fall behind, the listing is marked stale and excluded from fresh opportunity alerts. Open the official source before acting.

How to prepare an application

Choose Prepare my application from a matched opportunity in your dashboard. Collect or upload the official documents, confirm the extracted questions and prepare unanswered sections together using relevant approved evidence. Resolve the specific missing information, review each answer and populate supported original forms. Review the actual pricing, attachments and final versioned pack, then submit through the official portal yourself.

Private evidence and documents

Only your company owner and invited colleagues can access private company work. Uploaded files are quarantined until scanning completes. Evidence needs your approval and must not be expired or archived before it can support drafting.

Colleagues and permissions

Owners manage the profile, subscription, exports, account closure and invitations. Editors prepare company work. Viewers can read it but cannot change it. Invitation links expire after seven days and require the named email address.

Email alerts and Email First

Company opportunity alerts are controlled in Preferences. General Email First campaigns use separate external audiences and their suppression lists. Creating a company account does not add you to those marketing lists.

Billing and cancellation

When subscriptions are enabled, the company owner can manage payment details and cancellation through Subscription. Existing work remains available to export. Cancel an active subscription before closing the company account.

AI is unavailable or a draft contains gaps

AI drafting requires a connected provider and available allowance. Document analysis, company evidence and evidence-based outlines remain available without AI. Outlines are not completed tender responses. Missing company evidence appears as a gap; add and approve the actual facts instead of inventing them.

A listing or company fact is wrong

Use Report a correction on the listing and identify the disputed fact and supporting source. Do not include confidential bid material. Unresolved corrections are recorded for investigation.