Back to BidCompass User Manual

BidCompass User Manual

A step-by-step guide to every screen — from setting up your company profile to generating a finished bid. Each section below is also linked directly from the matching screen in the app via a "See how it's done" button.

Start here

Getting Started

Right after your first login, BidCompass walks you through four setup steps. You can revisit this anytime from the "Getting Started" link in the sidebar.

Getting Started page
Getting Started page

Complete your Company Profile

Fill in turnover, employee count, MSME status — or use AI Auto-fill to do it from a document in seconds.

Add your Certifications

ISO certificates, GeM registration, NSIC, MSME/Udyam — these are matched against every tender's eligibility criteria.

Add your Team

Invite colleagues and assign them to specific sectors so tenders route to the right person automatically.

Set your Tender Categories

Tell BidCompass which portals, keywords and value ranges to watch — this drives the daily auto-discovery.

Home

Dashboard

Your dashboard shows what needs attention today: pipeline value, deadline alerts, sector performance and tenders nobody has responded to yet.

Dashboard
Dashboard

Check your key numbers

Tenders this month, pipeline value, win rate, pending approvals, deadline alerts and wallet balance — all at the top.

Review Sector Performance

See which sectors are winning and which have tenders sitting untouched, broken down by pipeline value.

Act on Integrity Alerts

Tenders nobody has opened in 48+ hours are flagged here so nothing slips through before a deadline.

Company Profile

Company Profile

This is the data every eligibility check is run against. The more complete it is, the more accurate — and the fewer gaps you'll see on real tenders.

Company Profile
Company Profile

Sub-pages available:

Company Details Financials Certifications Past Projects Manpower Offices OEM Authorizations Scraping Profile 🤖 Dynamic Parameters

Fill in Company Details

Name, GST number, registered address, turnover for the last 3 years, employee count, incorporation year and MSME registration.

Watch your Profile Completion %

Shown top-right on every profile page — aim for 100% before running eligibility checks.

Fill the rest via the sub-pages

Financials, Past Projects, Manpower, Offices and OEM Authorizations each have their own short form — most tenders only need a few of these.

Tip: Don't want to type all this manually? Use AI Auto-fill from PDF/Word below instead.
AI Feature

AI Auto-fill from PDF/Word

Already have a company brochure or capability statement? Upload it and let AI build your profile — instead of typing everything by hand.

Auto-fill Profile from Document
Auto-fill Profile from Document

Click "Auto-fill from PDF / Word"

Found at the top of the Company Profile page.

Upload your document

PDF or .docx, up to 10 MB. Text-based documents extract best — a scanned image PDF may not.

AI extracts the data

Turnover, MSME status, ISO certificates, GeM ID, employee count and more are pulled out automatically.

Review before saving

Nothing is saved automatically — you tick which extracted values to apply, side-by-side with what's already in your profile.

Privacy: Your document is processed by Google Gemini for extraction only — it is not used for AI training and is deleted from temp storage right after.
Company Profile

Certifications & Registrations

Every eligibility check compares tender requirements against the certifications you've added here — this is one of the highest-impact sections to keep current.

Certifications page
Certifications & Registrations

Supported certification types:

ISO 9001ISO 27001ISO 14001 GeM Seller RegistrationNSICMSME/Udyam ESICProvident Fund (EPF)Labour License STQCNICSI EmpanelmentCPWD Enlistment BIS / ISI MarkDrug LicenseFSSAI DPIIT (Startup India)Other

Click "Add Certification"

Choose a type from the dropdown — each has a matching search key the eligibility engine looks for.

Enter the details

Certificate number, issuing authority, issue date and expiry date (or mark it Permanent / No Expiry).

Watch expiry status

Certificates show a live "Valid" or "Check expiry" status so you never bid with an expired document.

Company Profile

Team & User Roles

Add your colleagues and give each one exactly the access they need — from full billing control down to read-only.

User Management
User Management
RoleAccess
Company AdminFull access, billing, users
ManagementView all, approve bids, override
Sector HeadManage sector tenders, see BOQ totals
SpecialistAssigned tenders, documents, BOQ entry
ViewerRead-only access

Click "Add User"

Enter their name, email and choose a role.

Assign a sector (for Sector Head / Specialist)

This determines which tenders they see and work on — e.g. "Hardware & Equipment" or "IT & Software".

Manage existing users

Deactivate, edit or reset the password for any team member from the same list.

Why this matters: different team members can own different tender categories — so your whole company can bid on more tenders in parallel, without anyone duplicating work.
Company Profile

Tender Categories & Keywords

This is what actually drives auto-discovery — BidCompass fetches new tenders every day based on exactly what you set up here.

Scraping Profile
Intelligent Scraping Profile

Choose your Portal(s)

GeM, CPP, CPWD, Indian Railways, Maharashtra State — pick up to 5.

Set a Tender Value Range

Minimum and maximum tender value in ₹ — the maximum must be at least 5x the minimum.

Add Keywords to Include

Up to 15 keywords — at least one must appear in the tender title. Leave empty to fetch everything.

Add Keywords to Exclude (optional)

Up to 10 — filters out tenders you never want to see, even if they match your other criteria.

Pick Departments, States & GeM Category Codes (optional)

Narrow further to specific buyers, states, or GeM product categories.

Turn on Auto-Analyze

Every newly fetched tender is automatically run through the AI eligibility check — no manual step needed.

Save, then check the Harvest Log

Shows every portal run, how many new tenders it found, and whether it succeeded — updated daily.

Tender Pipeline

Browsing & Filtering Tenders

Every tender BidCompass discovers for you lands in one list — filterable by sector and status.

All Tenders list
All Tenders

Filter by sector or status

From Discovered through Assigned, In Progress, Submitted, Won or Lost.

Click "Fetch New Tenders"

Runs your scraping profile filters on demand, instead of waiting for the daily automatic run.

Upload a tender PDF directly

Have a tender from outside GeM/CPP? Upload the PDF and BidCompass will analyze it the same way.

Skip tenders you don't want

One click removes a tender from your active pipeline without deleting the record.

Click a tender to open it

Takes you to the eligibility check, bid documents and BOQ for that specific tender.

Tender Detail

Running an AI Eligibility Check

The core of BidCompass: AI reads the tender's actual eligibility clauses and checks each one against your company profile — before you spend a single hour preparing a bid.

Tender Detail — Eligibility Assessment
Tender Detail — Eligibility Assessment

Open a tender from your list

You'll see an AI-generated Tender Summary first — a plain-English read of what's actually being procured.

Read the Eligibility Assessment score

A score out of 100, with a criterion-by-criterion table: what's Required, what your Company Has, its Weight, and Pass/Fail Result.

Check the AI Recommendation

A clear verdict at the top — e.g. "Pursue", "Pursue with Conditions", or "Do Not Pursue" — so you can decide in seconds.

Read "How you can improve your chances"

Right under the score: a numbered list of exactly what is missing or at risk — e.g. "OEM turnover proof needed" — so you know precisely what to fix before you bid.

Re-run for free after updating your profile

Fixed a gap? Click "Redo Eligibility Check" — re-runs are free, so you can iterate until the score is right.

Self-learning profile: every gap the AI finds gets added to your company profile automatically, so the next tender you check is already one step ahead.
Tender Detail

Generating Bid Documents

Once a tender looks worth pursuing, BidCompass drafts the full document set from your company data and the tender's own annexures.

Document Workspace
Document Workspace

Documents BidCompass can generate:

Cover LetterCompany ProfileBidder Turnover Technical ComplianceDeclarations & UndertakingsExperience Criteria Past PerformanceOEM Authorization CertificateOEM Annual Turnover Certificate (per ATC)MSE / Startup Relaxation DocsTurnover / Experience Exemption Docs

Click "Open Workspace"

From the tender's Bid Documents section — shows every document type relevant to this tender.

AI drafts each document

Each one is marked "AI Draft" — generated from your company profile plus this specific tender's requirements. ₹2,000 per tender for the full set.

Edit or Preview any document

Open any draft to review or adjust the AI-generated text before it's finalized.

Submit for Approval

Once documents look right, send the tender for internal approval before it goes to the portal.

Tender Detail

BOQ — Bill of Quantities

For works and supply tenders, BidCompass builds a line-item BOQ straight from the tender scope — you fill in your own rates.

BOQ entry table
Bill of Quantities

Click "Enter BOQ" on the tender

AI has already broken the scope into line items — description, quantity and unit are pre-filled.

Enter your rate per line item

Amount is calculated automatically as Quantity × Rate.

Review the Summary

Totals, GST, and your final quoted price — costs ₹500 per tender.

Billing

Wallet & Pricing

BidCompass runs on a prepaid wallet — pay only for what you use, no subscription.

Wallet page
Wallet
ServicePrice
Tender DiscoveryFree
AI Eligibility Check₹1,000 / tender
Bid Document Generation₹2,000 / tender
BOQ Estimation₹500 / tender

Check your balance anytime

Current balance, total topped up, and total spent are shown on the Wallet page.

Top up via Razorpay

Choose a preset amount (₹2,000 / ₹5,000 / ₹10,000 / ₹25,000 / ₹50,000) or a custom amount from ₹100 up to ₹2,00,000, and pay via UPI, cards or net banking.

Review Recent Transactions

Every top-up and every deduction is logged with the balance after each entry, for full transparency.

New account? You start with ₹3,000 free credit — enough for 3 eligibility checks or 1 full bid document set, no card required.