Pre-qualification helps your team decide whether an opportunity is worth pursuing before you spend time writing the full response.
Tendor reviews the opportunity, project files, organisation profile, and available Library files, then produces a practical view of fit, gaps, risks, and recommended next steps.
When to run it
Run Pre-qualification / Gap Analysis when:
- You are deciding whether to bid
- A tender has many mandatory requirements
- You need to know which evidence is missing
- You want a quick view of risks before assigning bid work
- A teammate needs a summary of why the opportunity is or is not a fit
You can run it from an opportunity, a project, or Ask AI.
What Tendor checks
The report is designed to cover:
- What the buyer is asking for
- Mandatory requirements and pass/fail criteria
- Evidence that supports your fit
- Requirements that do not match your current evidence
- Hidden disqualifiers and red flags
- Compliance, capability, evidence, commercial, and timeline gaps
- Items a human reviewer should confirm
- Source references where available
- A recommendation to proceed, proceed with caution, or no-bid
Pre-qualification is stronger when Tendor has:
- The buyer’s tender pack or grant guidelines
- Returnable schedules and mandatory forms
- Your organisation profile and service areas
- Current Library files
- Relevant case studies, certifications, licences, insurance, and policies
- Any known constraints such as budget, location, capacity, or deadline risk
Upload reusable proof to the Library before running analysis. Upload buyer-specific documents to the project.
Before you run it
Prepare the analysis like you would prepare a reviewer. Give Tendor the buyer documents, the project files, and the reusable evidence you want considered.
Good preparation usually means:
- The tender pack or grant guidelines are uploaded
- Mandatory forms and schedules are included
- Current insurance, licences, certifications, and case studies are in the Library
- Known constraints such as location, capacity, budget, or deadline risk are written into the prompt
- The project name and opportunity are clear enough for teammates to recognise later
Interpreting the recommendation
| Recommendation | What it means |
|---|
| Proceed | The opportunity appears to fit, with no major blockers found in the available material |
| Proceed with caution | There are gaps, risks, or unclear requirements that need review before committing |
| No-bid | One or more requirements may make the opportunity unsuitable unless circumstances change |
After the report
Use the report to:
- Assign owners for missing evidence
- Decide which requirements need clarification
- Build a project checklist
- Start a draft response
- Record why the team chose to proceed or no-bid
If the report says evidence is missing but you have the document, upload it to the Library or project and run the analysis again.
What to review manually
Pre-qualification is a review aid. Before making the final bid decision, confirm:
- Mandatory criteria that could disqualify your team
- Any commercial or pricing assumptions
- Requirements that depend on current certificates, licences, insurance, or registrations
- Delivery constraints such as geography, dates, subcontractors, or capacity
- Source documents that were missing or unclear during the analysis