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1. Create your account

Go to app.tendor.ai/auth/signup and sign up with your work email, Google, LinkedIn, or Microsoft.
Tendor requires a work-domain email address. OAuth signups still need a work-domain email unless you are accepting a project invitation.

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2. Set up your workspace

After signing up, complete the onboarding steps. Tendor asks for enough information to personalise your opportunity feed and help AI understand your organisation.
1

Organisation profile

Enter your organisation name, industry, address, and service areas.
2

Compliance profile

Add the licences, insurance, certifications, and other proof that are common in your industry.
3

Invite your team

Add colleagues by email. You can also do this later from Settings -> Organization -> Members.
4

Choose a plan

Select the plan that matches how you want to use Tendor. Discovery is for finding opportunities and opening buyer attachments. Business or sales-led full workspace access is for teams that need projects, Ask AI, routines, integrations, and collaboration.

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3. Add reusable evidence

Open Library and upload reusable company documents. These are the files Tendor can reference across many tenders and grants.
  • Insurance certificates
  • Licences and accreditations
  • Policies and procedures
  • Capability statements
  • Case studies and references
  • Key staff CVs or profiles
Tendor shows recent uploads and which reusable evidence files are available for AI analysis. Keep expired certificates and old policies out of the library so qualification checks use current evidence.

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4. Find or create your first project

You can start in two ways:
  • Open Opportunities, find a tender or grant, then create a project from it.
  • Open Projects and create a standalone project when the work is not linked to a feed item.
Upload the tender pack, add supporting documents, and organise files into folders. Project files stay with that project; reusable company proof belongs in the Library. For your first project, add at least:
  • The tender pack or grant guidelines
  • Any mandatory forms, schedules, or attachments
  • The draft response file if your team has already started writing

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5. Run a qualification check

Before writing the full response, run Pre-qualification / Gap Analysis from the opportunity, project, or Ask AI. The analysis helps you check:
  • What the tender is asking for
  • Mandatory requirements and pass/fail criteria
  • Where your organisation fits or does not fit
  • Hidden disqualifiers and red flags
  • Compliance, capability, evidence, and timeline gaps
  • Items a human reviewer should confirm
  • Whether to proceed, proceed with caution, or no-bid

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6. Use Ask AI and the document workspace

Ask AI can analyse project files, request missing documents in chat, draft or revise content, and show generated files in the side panel. For larger document edits, Tendor saves outputs as files or document versions so your team can review them before use. Use the document workspace to preview files, edit supported Office documents, leave comments, save reviewed drafts, and export final documents. Try a first Ask AI prompt such as: 
Summarise the tender requirements, list the mandatory items,
and tell me which evidence appears to be missing.

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7. Add routines when work repeats

If your team repeats the same checks each week, open Routines. You can create personal or team routines that run on a schedule or run manually. For tender inbox monitoring, connect the relevant email account and use the workflow available to your workspace.

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You are ready when

You have enough setup to start real bid work when:
  • Your organisation profile and service areas are filled in
  • Reusable evidence is in the Library
  • Your team members have access
  • Your first opportunity or project has the buyer documents attached
  • You have run an initial Pre-qualification / Gap Analysis
  • You know where generated files and reviewed drafts will be stored

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What’s next

Video walkthroughs

Watch short walkthroughs for the main Tendor workflows.

Pre-qualification

Learn how to interpret fit, gaps, risk, and go/no-go recommendations.

Projects

Understand project files, document work, and submission review.

Ask AI

Learn how chat, attachments, approvals, and generated files work.

Billing

Plans, feature access, payment methods, and invoices.