All responses & creating a response

The All Responses list

Tender Responses in the sidebar shows all your projects for the active workspace. Each row shows the response name, its overall status, and last-updated date.

Use the list to jump into any active response, or to create a new one. You may also be able to archive completed responses to keep the list tidy.

Creating a response: RFP upload

• Click New response (or equivalent) to begin.
• Upload the main tender form document: this is the file containing the questions the buyer wants you to answer. Supported types are PDF and Word (.docx).
• You can also upload supplementary documents at this stage (specification documents, schedules, etc.). These are added to the project as additional context but are typically not the source of question extraction.
• Multiple files can be uploaded at once: drag and drop them all in one go.
• After upload, the system runs Tender Intelligence extraction in the background. A progress indicator will show. For large documents this may take a few minutes.
• Once extraction finishes you will land on the project page in Screening status — see Screening & activation below.

Screening & activation

When you upload an RFP document, the response starts in Screening status. This is a deliberate go/no-go gate that lets you review full Tender Intelligence before committing an annual slot.

• In Screening, you have access to the complete Tender Intelligence briefing: deadlines, evaluation criteria, scoring signals, risks, and requirements extracted from your tender pack. This does not use any of your annual allocation.
• Review the intelligence and decide whether this tender is worth pursuing. If it is not a good fit, you can leave the project in Screening or archive it — no slot is consumed either way.
• When you are ready to proceed, click Activate response. This commits one slot from your annual allocation and unlocks the full workflow: the question list, bulk answer generation, Eva, assignments, and export.
• Your usage counter (shown on the activation screen) tells you how many slots you have used and how many remain in your current billing period.

Extraction: what it does and what to check

• Extraction identifies section headings and question text from your uploaded document. It works best on well-structured documents with numbered questions.
• After activation, open the project page and scroll through the question list to verify the structure. Check that no questions have been missed and that section groupings look sensible.
• You can rename sections, reorder questions, and manually add anything the extraction missed: see Sections & questions.
• If the extraction produces very poor results (many missed questions, garbled text), the source document is likely a scanned image PDF. Try a text-based PDF or Word version if available.

Annual allocation and plan limits

• Your plan includes an annual number of response activations. Screening projects do not count toward this — only activating a response does.
• If you have reached your annual limit, you can still create and screen new tenders. The Activate button will be disabled with a clear message until your allocation resets or is adjusted.
• Plans are managed through your account manager, not via a self-serve checkout. If you need to change your plan, increase your allocation, or discuss your options, get in touch with your account manager directly.
• Any plan changes your account manager makes are applied automatically. Your updated limits will be reflected in Settings → Billing and enforced across the app without you needing to do anything.