Adding a Tender

Adding a tender to Tendisha is the first step in managing your bidding pipeline. You can add tenders manually or by uploading documents, depending on what information you have available.

Steps to add a tender manually

1. Go to Opportunities and click New Opportunity in the top-right corner.
2. Enter the title of the tender. Use a clear, descriptive title such as "Website Redesign for Ministry of Education" rather than a generic reference number.
3. Enter the organization issuing the tender. This helps with filtering and matching later.
4. Set the deadline for submission. Tendisha will use this to send reminders and help you prioritize your work.
5. Optionally enter the estimated value, location, and a brief description of the tender.
6. Click Create to save the opportunity.

Adding a tender by uploading documents

If you have the tender document, uploading it is the fastest way to create an opportunity:

1. Go to Opportunities and click New Opportunity.
2. Select Upload Document instead of entering details manually.
3. Choose the tender document from your computer. Supported formats are PDF, DOCX, and TXT.
4. Tendisha will extract the title, organization, deadline, requirements, and other key information from the document.
5. Review the extracted information and make any necessary corrections.
6. Click Create to save the opportunity.

Supported formats

• PDF — The most common format for tender documents. Ensure the PDF is not password-protected and the text is selectable (not a scanned image).
• DOCX — Microsoft Word documents. Ensure the document is saved in .docx format and not .doc.
• TXT — Plain text files. Useful for simple tenders or when other formats are not available.

Best practices

• Upload the complete tender document, including all annexes and specifications.
• Name your files clearly before uploading, such as "Tender_Ref_12345_OrganizationName.pdf".
• If the document is large, compress images or split it into smaller files to improve upload speed.
• Verify the extracted information after uploading a document, as AI extraction may occasionally miss details.