Bid analysis (Set-up) – how to set-up your bid
You have the option for manual bid setup or automated bid set-up. We will be doing a manual bid set-up.
Basic information & bid question
- Name: Enter a clear title so you remember the bid.
- Description: High-level summary in a few words of the bid.
- Due Date: Select the submission deadline date from the calendar.
Bid questions
- Bid Questions: Add each question you want to answer for this bid.
- Question Weighting: Assign importance to each question relative to others.
- Question Name: Give each question a short name for reference.
- Question: The full text of the question you will address.
- Word Count: Indicate target or current number of words for the answer.
- Answer: If you are at draft stage or reviewing a previous bid, enter your draft response here.
- Continue adding questions in this above format.
Analysis Options
If you are creating a new bid, select “Generate Requirements Configuration” and “Generate Personas Configuration.”
This enables the platform to automatically configure the requirements and personas for each question, ensuring your workstation is set up correctly on the response page.
No analysis will be performed at this stage, as you will not have selected:
- Generate Ingredients Report
- Generate Requirements Report
- Generate Personas Report
- Generate Suggested Paragraphs
These options should only be selected if you are conducting a draft review or reviewing a past bid.
Save to Bid Library
If you want your data to be stored in the Bid Library for future reviews or to reuse content, tick the box.
If you prefer to run the reports without saving the data, leave the box unticked — the system will generate a downloadable Excel file containing the data instead.
File Warnings
If you haven’t attached any files when you click “Generate Analysis” or “Create Bid Folder”, you will get a warning that this will affect analysis accuracy.
