Tender Register

Track tender opportunities from identification to award.

Tenders

RefTitleClientStatusDeadlineEst. value
Back to Register

Won Revenue

Win Rate

Recent Quotes

Pipeline by Value

Customers
CompanyCountryRegulatorContactEmailQuotes
Products & Services
Everything you sell — courses, audits, consultancy, products and more
TypeCodeNameDurationGroupList price
Quotes & Proposals
VersionQuoteScopeValueStatus

Settings

Customise the branding, look and feel of your CRM
Company & Organisation

Your white-label identity and the background facts your AI states in proposals and tender responses. The more complete this is, the sharper your branding, quotes and AI drafts — and the closer your setup is to 100%. All optional; nothing is shared until you send something.

Identity & branding
Add a version for dark backgrounds and one for light — the app shows the right one for the current theme. If you set only one, it's used everywhere.
Dark mode
Light mode
Contact & registration
Signatory
used on proposals & tender responses
About the organisation
Procurement drafts responses from these
Policies & assurance
Document Library

Your organisation's certificates, insurance, registrations and accreditations — with validity dates. Procurement uses the in-date documents to write response passages as fact (so it stops asking you for details it already holds) and lets you attach a certificate to a response section in one click. Expired documents are flagged and never presented as valid.

Regulatory Frameworks

The regulators, standards and accreditation bodies you work to — e.g. UK CAA, EASA, ISO 9001. Each colour tags that framework across the app (customers, services, quotes). You can also add one on the fly from the customer form.

Saves your identity, contact, signatory, organisation and policy details. Documents and frameworks save as you add them.
Signature Accent

Choose the accent colour that runs through charts, buttons and key figures. Changes apply instantly across the whole platform.

Typography

Choose the font pairing for the whole platform.

Appearance
Theme
Dark or light starting theme
Text size
Standard or larger text across the whole platform
Pricing defaults

The default profit, risk and overhead applied to new quotes. Every quote can override these in its Package Summary, and each section can override the margin (e.g. lower margin on travel). Margin = % of the selling price; Markup = % on cost — they give different prices for the same figure.

Default Staff Rates

Define your staff roles and a day or week rate — e.g. Lead Auditor, Support Auditor, Consultant. Build this from scratch; the rates are available as defaults when you price a quote.

Data & Backup

Your CRM data lives in this browser. Export a backup you can keep safe or move elsewhere. Importing replaces all current data.

My Profile
Tender Response Formatting

Controls how compiled tender responses look — both the Print/PDF view and the Word download. Branding (logo, company name, accent colour) comes from Settings → Company and Appearance.

Proposal PDF Formatting

Controls how the generated proposal PDF looks — both the on-screen preview and the downloaded file. Branding (logo, accent colour) comes from Settings → Company & Appearance.

Header logo — shown top-right on each page (when the running header is on)
Signature — added as a personalised sign-off at the end of the first section (“We look forward to working with you soon. / Kind Regards / [signature]”)
Back to quotes
Proposal Builder
Cover & signatory
Sign-off — filled in from your company profile (Settings → Company & Organisation). Edit only to override it for this proposal.