Quick start
Your first analysis in about 10 minutes.
This walkthrough gets you from zero to a full compliance report on the buying side. You'll need an RFP document and at least one vendor proposal.
Preparing your own bid for a tender instead? See Preparing a bid.
New organizations start without credits unless they redeem a promo code. If eligible, use Activate credits to submit your company details for 10 complimentary credits (€60 value). You can create a workspace and upload documents while the team reviews your company. Wait until credits are added before starting AI work, or buy credits. See Complimentary credits.
Create a procurement
Open Workspaces in the top bar. The Overview page brings your workspaces and assigned work together, with All work, Buying and Bidding views. Choose Buying → Start new work → Evaluate bids to create a buying workspace.
Under What are you doing?, choose I'm buying. Fill in a name that makes sense to you (e.g., "Server Room Upgrade Q2"), pick the language your documents are in, and optionally choose a procurement domain or leave it on Auto-detect.
Once created, you'll land on the procurement Overview. Needs attention shows assigned work and review points, and Workspace summary shows the status of documents, bid evaluation, research, preparation and publication. These sections stay in place as work progresses.
Forgot your password? The sign-in page has a Forgot password? link that emails you a reset link — no need to contact support. If you use two-factor authentication, you also enter a code or use a passkey after your password.
Upload your RFP documents
Open Tender documents → Documents in the sidebar to upload your RFP.
Drop your requirement documents into the upload area. PDF, Word, Excel, PowerPoint - all work. You can upload multiple files.
Each file goes through parsing, which converts it into text the AI can read. You'll see a status indicator next to each file:
- Pending - queued for processing
- Parsing - being converted right now
- Completed - ready to go
- Failed - something went wrong (see troubleshooting for fixes)
Wait until all files show Completed before moving on. Check the document list for processing status.
Add a bid
Open Bids in the sidebar and click Add bid. Enter the vendor's name, then upload their proposal documents. Wait for parsing to finish.
Run the analysis
Open Bids in the sidebar to see each bid’s status. Open the bid you want to review and click Run AI analysis. If you have multiple bids, you can also use the Analyze all button to start analysis on all eligible bids at once.
The AI gets to work — you can watch progress in the agent activity panel on the right side. You'll see which phase it's in and what it's doing in real time.
Occasionally the AI may pause and ask you a clarification question — for example, if it can't find a specific document reference. You'll see an input form where you can type your response, and the analysis will resume automatically.
A small procurement (30-50 pages total) usually finishes in 5-10 minutes. Larger ones with hundreds of pages can take up to an hour.
Review your results
Once the analysis finishes, open the bid from Bids and click View full results, or click View analysis results in the Bids table on the Overview. You'll see:
- Recommendation verdict at the top — the overall recommendation with finding counts and an executive summary
- Findings tab — issues sorted by severity (start with Critical and Major, these need attention), each with evidence quotes from the documents
- Entities tab — persons, companies, and organizations mentioned across the documents
- Todos tab — the agent's internal task list showing what was analyzed
If you run analysis on the same bid again, you can switch between runs using the run history dropdown at the top of the results page.
That's it. You've got your first compliance report.
What to do next
Now that you've seen the basics, explore the other sections of the workspace:
- RFP Requirements — extract a structured requirement list from your RFP that feeds the checklist, criteria, lots, and bid drafting
- Quality Check — review your RFP for clarity and completeness before publishing
- Preparation checklist — generate a list of what to prepare for bidding
- Evaluation Criteria — set up scoring rules for structured vendor comparison
- Lots — define procurement lots for multi-lot tenders, so the AI can track which lots each vendor is bidding on
- Compare bids — compare multiple vendors side by side and export to Excel
- AI Assistant — open it from the top bar to ask about your documents and analysis results, with answers that name their source
- Items and market research — extract what the procurement buys and find suppliers and prices for it
Setting up evaluation criteria before running analysis gives you much richer results. The AI will extract scores for each criterion, making it easy to compare vendors objectively. It takes a few minutes to configure and is worth the effort on any serious procurement.