All responses & creating a response
The Tender Responses list, how to create a response from an RFP upload or manually, and what to expect during document extraction.
The All responses list
Tender Responses in the sidebar shows all your projects for the active workspace. Each row shows the response name, its overall status, and last-updated date.
Use the list to jump into any active response, or to create a new one. You may also be able to archive completed responses to keep the list tidy.
Creating a response — RFP upload (recommended)
- Click New response (or equivalent) to begin. Choose the option that starts from your tender documents.
- Upload the main tender form document — this is the file containing the questions the buyer wants you to answer. Supported types are PDF and Word (.docx).
- You can also upload supplementary documents at this stage (specification documents, schedules, etc.). These are added to the project as additional context but are typically not the source of question extraction.
- Multiple files can be uploaded at once — drag and drop them all in one go.
- After upload, the system extracts sections and questions automatically. This is a background task — a progress indicator will show. Wait for it to complete before expecting a full question list; for large documents it may take a few minutes.
- Once extraction finishes, you will see a question list mirroring the structure of your tender document. Review it to make sure the sections and questions look correct before proceeding.
Creating a response — standalone / manual
- Use this option when you are not starting from a formal tender pack, or when the tender form does not extract well.
- You give the response a name and begin with a blank project. Add sections and questions manually to mirror the tender's structure.
- You still work through questions one by one and can use all AI features, bulk generation, and export.
Extraction — what it does and what to check
- Extraction identifies section headings and question text from your uploaded document. It works best on well-structured documents with numbered questions.
- After extraction, open the project page and scroll through the question list to verify the structure. Check that no questions have been missed and that section groupings look sensible.
- You can rename sections, reorder questions, and manually add anything the extraction missed — see Sections & questions.
- If the extraction produces very poor results (many missed questions, garbled text), the source document is likely a scanned image PDF. Try a text-based PDF or Word version if available, or use the standalone flow and add questions manually.
Concurrent responses and plan limits
- Your plan may cap how many active responses you can have at once. If the create flow is blocked, it will explain the limit.
- To free up a slot, archive or complete an existing response, or adjust your plan under Settings → Billing.
