User Manual

Introduction

Welcome to Tendisha, the AI-powered platform designed to help businesses analyze and win tenders and business opportunities. Tendisha streamlines the entire tender response process, from analyzing each opportunity to submitting professional, winning proposals.

Getting Started

Creating a Tendisha account is the first step toward streamlining your tender management process. The sign-up process is designed to be quick and straightforward.

Creating Your Account

1. Go to tendisha.com and click Sign Up.
2. Enter your email address and create a password.
3. Verify your email via the link sent to your inbox.
4. Complete onboarding by setting up your organization.

Completing Onboarding

After creating your account, onboarding guides you through essential setup steps:

• Organization setup — Name, industry, country, and description.
• Profile setup — Your name, email, and role.
• Team setup — Invite team members (optional).
• Company profile — Add services, projects, and certifications.

Dashboard

The dashboard is your central hub for all tender-related activities. Understanding its layout and features will help you work more efficiently.

Opportunities

The Opportunities page is where you add, track, and manage all your tenders. You can enter tender details manually or upload the tender documents.

Adding a Tender

1. Go to Opportunities and click New Opportunity.
2. Enter the title, organization, and deadline.
3. Upload tender documents if available (PDF, DOCX, TXT).
4. Click Create.

Tender Analysis

Tender Analysis uses AI to read and understand tender documents, extracting structured information such as requirements, evaluation criteria, deadlines, and risks.

Running Analysis

1. Open the tender detail page.
2. Click Analyze.
3. Wait for the AI to process the documents.
4. Review the results.

Understanding Results

Analysis results include:

• Requirements — Mandatory and optional requirements extracted from the tender.
• Evaluation Criteria — Scoring criteria and weights to guide your proposal.
• Risks — Potential deal-breakers and unusual clauses.
• Questions — Suggested clarifications to request from the client.

Go/No-Go Analysis

Go/No-Go is a decision-making framework that evaluates whether you should pursue a tender or pass on it. It compares tender requirements against your company profile and provides a recommendation.

Recommendations

• Go — Strong match. Proceed with confidence.
• Conditional Go — You can compete, but address identified gaps first.
• No-Go — Significant gaps. Consider passing and focusing on better opportunities.

Scoring Factors

The analysis evaluates eligibility, technical fit, experience fit, financial fit, strategic fit, timeline, commercial viability, and competitive positioning to provide a comprehensive assessment.

Proposals

Tendisha's Proposal Assistant helps you create professional, winning proposals using AI-powered content generation tailored to each tender's requirements.

Creating a Proposal

1. Open the tender detail page.
2. Click Create Proposal.
3. Choose a template or start from scratch.
4. Let AI generate sections based on tender requirements.
5. Edit and refine the content.
6. Export when ready.

Proposal Sections

Common sections include:

• Executive Summary — High-level overview of your proposal.
• Company Overview — Who you are and what you do.
• Understanding of Requirements — Show you understand the scope.
• Methodology — How you will deliver the solution.
• Team — Key personnel and their qualifications.
• Pricing — Your commercial offer.
• Case Studies — Relevant past projects.

Compliance Check

Before submitting, run the Compliance Check to ensure all mandatory requirements are addressed. The system checks for required documents, format compliance, and deadline adherence.

Company Profile

Your company profile is the foundation for AI-generated proposals and tender analysis. A complete, accurate profile ensures that Tendisha's AI has the information it needs to create compelling, relevant proposals.

Sections to Complete

• Basic info — Name, description, contact details.
• Services and industries — What you offer and where.
• Team — Key personnel with qualifications.
• Projects — Past work and references.
• Certifications — Relevant accreditations.
• Documents — Uploaded files for AI reference.

Company Dossier

The Company Dossier is where you upload and manage important company documents. These documents power AI-generated proposals by providing verified company information.

Supported Documents

• Company profiles and capability statements.
• Certificates and accreditations.
• CVs of key personnel.
• Previous proposals.
• Project references and case studies.

How to Upload

1. Go to Company Dossier in the sidebar.
2. Click Upload.
3. Select files (max 10MB each).
4. Save.

Templates

Templates provide a starting structure for your proposals, ensuring consistency across all your bids. Using templates saves time, maintains quality standards, and ensures that you never miss important sections.

Using Templates

1. Go to Templates in the main navigation.
2. Choose a template from the library or create a new one.
3. Customize sections for your needs.
4. Use when creating proposals.

Team Collaboration

Collaborating with your team on Tendisha improves proposal quality, distributes workload, and ensures that the right expertise is applied to each tender.

Inviting Team Members

1. Go to Team in the main navigation.
2. Click Invite Member.
3. Enter the team member's email address.
4. Select a role for the team member.
5. Send invitation.

Roles and Permissions

• Owner — Full control, billing, and team management.
• Admin — Manage opportunities, proposals, and team members.
• Editor — Create and edit proposals and opportunities.
• Viewer — View-only access.

Billing & Plans

Tendisha offers flexible plans designed for businesses at different stages of growth. All payments are processed securely to accept credit cards, debit cards and mobile money.

Available Plans

• Free — Basic features for getting started.
• Growth — More opportunities and AI features.
• Professional — Full AI suite and team collaboration.
• Enterprise — Custom integrations and dedicated support.

Managing Subscription

Go to Settings > Billing to view your current plan, upgrade or downgrade, update payment methods, view invoices, and manage your subscription.

Knowledge Base

The Knowledge Base is a comprehensive library of articles, guides, and tutorials to help you get the most out of Tendisha. Use it to find answers, learn best practices, and troubleshoot issues.

Accessing the Knowledge Base

You can access the Knowledge Base from the bottom of the left sidebar by clicking Knowledge Base. From there you can:

• Browse articles by category.
• Search for specific topics.
• Ask Tendy, the AI support assistant.
• Submit feedback on articles.

Tendy AI Assistant

Tendy is your intelligent Tendisha support guide. Available 24/7, Tendy can answer questions about how Tendisha works, explain features, and guide you through processes.

Using Tendy

You can access Tendy from any page by clicking the chat widget in the bottom-right corner. Tendy can help with:

• How-to questions and feature explanations.
• Step-by-step guidance for using Tendisha.
• References to relevant Knowledge Base articles.
• Contextual help based on the tender or proposal you are working on.

Troubleshooting

Here are solutions to common issues that users encounter while using Tendisha.

Common Issues

Getting Help

If you cannot find an answer in the Knowledge Base, you can ask Tendy or use the Support Chat to connect with our support team. You can also reach us by email at support@tendisha.com.

Security & Privacy

Tendisha takes data privacy and security seriously. Here is how we protect your data and what you can do to keep your account secure.

How We Protect Your Data

• Your data is encrypted in transit and at rest.
• Company data is isolated by organization.
• We do not share your data with third parties.
• You can request data deletion at any time.

Security Best Practices

• Use a strong password (8+ characters, mixed case, numbers, symbols).
• Review team members regularly.
• Avoid uploading sensitive files unnecessarily.
• Sign out when using shared devices.