One tender, one path: find it, qualify it, commit to it, then build and submit — every step feeds the next. Go / no-go is the one hard gate: a bid plan is only built for tenders you have committed to. Two steps are recommended rather than required, and say so. Pipeline columns are stages (Qualifying, Live, Submitted); the steps here are what moves a tender between them. Signed in, the How to page draws this as a map and, for one tender, marks where it is.
Find tenders
- Why
- You only win what you see early.
- WayWiser does
- Watches the public FM notice feed and fit-scores every notice against your company profile — service lines, regions, value bands, buyer types.
- You do
- Set a minimum fit and read the rationale on the rows that clear it.
- Unlocks
- Add to pipeline.
Add to pipeline
- Why
- One record per pursuit — pack, scorecard, clarifications, plan, submission and outcome all hang off it.
- WayWiser does
- Turns the notice into a tender with a page of its own and fetches any buyer-published documents the notice links to, when the portal allows it.
- You do
- Add it from Find, or start a private invitation from the Pipeline page.
- Unlocks
- The tender page — and every step below.
Upload the ITT pack
- Why
- The evaluation matrix, checklist and clarification flags are read from the buyer’s own documents, not from the notice.
- WayWiser does
- Stores every volume against the tender, ready for analysis.
- You do
- Drop in every volume — instructions, questions, specification, pricing schedule.
- Unlocks
- Analyse the pack.
Analyse the pack
- Why
- This is where the pack becomes a plan you can work from.
- WayWiser does
- Reads the pack into the evaluation matrix — questions, weights, word limits, rubric, submission checklist — with a confidence on every field. Anything it is unsure of is flagged for you, never guessed. Usually 4–8 minutes; you don’t need to stay on the page.
- You do
- Click Analyse, then read the flags when it lands.
- Unlocks
- Clarifications and, with a go / no-go decision, the bid plan.
Resolve clarifications
Recommended, not required- Why
- Each answer removes a guess from the plan — and from your own bid / no-bid call.
- WayWiser does
- Turns the flags worth asking into portal-ready questions, and applies a corrected weighting to the plan with the buyer’s answer as its provenance.
- You do
- Log the ones worth asking, send them through the portal, paste the answers.
- Unlocks
- Nothing is gated on this — it is recommended, not required. Score the go / no-go now and re-run it when the buyer answers.
Before you decide
Recommended, not required- Why
- A short Q&A on what the scorecard cannot see — capability, capacity, appetite, the incumbent.
- WayWiser does
- Prepares the questions after the pack is analysed (or from the notice alone): the catalogue topics of every unscored factor plus a few tender-only ones from the pack, and searches held award notices — and the web, where configured — for the current provider.
- You do
- Answer what you know; tick "we don't know" where you don't. Each answer is dated, attributed and kept in the facts bank — company-level answers are offered again on the next bid while they hold.
- Unlocks
- Nothing is gated on it — optional, but each answer scores a factor the platform’s data cannot, so the go / no-go covers more of the weighting and says which factors are evidenced and which are still unknown.
Go / no-go — required
Required · gate- Why
- The plan, drafting and evidence retrieval cost real time and money, so WayWiser builds them only for tenders you have committed to — and the logged decision is what later tells you whether your calls were right.
- WayWiser does
- One click — scored from your win history, facts bank and delivery profile, each factor with its basis; then you decide.
- You do
- Run it, read the bases, then Commit to bid or record a No-bid. Going against the recommendation needs a reason; it is logged with the decision.
- Unlocks
- Build the bid plan.
Build the bid plan
- Why
- The matrix becomes owned, trackable questions plus the submission checklist.
- WayWiser does
- Materialises every question from the analysis — ref, weight, word limit, rubric — and the checklist items the pack demands.
- You do
- Click Create bid plan once, then assign owners.
- Unlocks
- Draft & review, in each question’s workspace.
Draft & review
- Why
- Grounded drafts you can defend — every claim cites its source or wears an amber flag.
- WayWiser does
- Writes a first draft per question from your labelled evidence, with citations, then reviews it against the buyer’s rubric and returns gaps and coverage — a review, never a score forecast.
- You do
- Edit, insert evidence, close the gaps, request a review, sign off.
- Unlocks
- Assemble & submit.
Assemble & submit
- Why
- One document, every question, inside every limit.
- WayWiser does
- Totals the words against each limit, lists what is still outstanding on the checklist, and exports a branded or portal-plain DOCX.
- You do
- Export, upload to the portal, then Mark as submitted.
- Unlocks
- The outcome queue.
Record the outcome
- Why
- It labels your evidence won or lost: the next go / no-go counts won answers as capability evidence, and every citation in a draft shows the outcome it came from.
- WayWiser does
- Converts the submitted answers into outcome-labelled response units in your knowledge base.
- You do
- Enter won or lost, the buyer’s scores and any feedback verbatim.
- Unlocks
- A better-evidenced go / no-go and draft on the next bid.