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Tenders & counterparties

Win tenders and vet who you deal with.

About this template

Monitor tender lots, decide if a lot fits and if you qualify, prepare bids on time, and check counterparties before you commit.

What's included

  • Tender funnel from search to result
  • Submission deadlines and guarantees
  • Counterparty reliability checks
  • AI monitors portals and qualifies lots

What Plank handles

The everyday jobs this workspace hands off to Plank — you review the finished work, not the busywork.

  • Tender monitoring

    Watches for new lots on the government procurement portal by procurement catalog, region and amount, and sends the relevant ones.

    "Find development tenders in the city"
  • Lot qualification

    Assesses whether a lot is worthwhile and whether the company meets the qualification requirements (experience, turnover, certifications) — filtering out where there’s no point bidding.

    "Is this tender a fit and do we qualify?"
  • Counterparty checks

    Checks the business ID for tax arrears (tax authority), court cases and the debarment registry.

    "Check a counterparty’s reliability by business ID"
  • Bid document assembly

    Assembles the document package for a lot and checks the bid is complete before submission.

    "Assemble documents for lot 45231"
  • Deadline and guarantee tracking

    Reminds of submission dates and of the return of security — the bank guarantee for each lot.

    "Which submission deadlines are this week?"
  • Price and undercut-risk calculation

    Calculates the minimum viable price for a lot and assesses the risk of a competitor undercutting.

    "Calculate the minimum price for lot 45231"
  • Bank guarantee processing

    Prepares the bid security application (usually 1% of the amount) and tracks the return date.

    "Arrange a guarantee for a 15M lot"
  • Requirements review

    Reads through the lot’s specification, extracts experience and qualification requirements, flags red flags.

    "Break down the spec for lot 45231"
  • Debarment registry

    Checks the client and subcontractor against the debarment registry.

    "Is the counterparty on the debarment registry?"
  • Results protocol tracking

    Watches for the publication of opening and results protocols, and records the outcome in the register.

    "Check whether the results for lot 45231 are out"
  • Complaints and appeals

    Drafts a complaint to the regulator when there are procurement violations and tracks the appeal deadline.

    "Draft a complaint about the tender results"
  • Counterparty dossier

    Compiles a profile from public data providers: turnover, court cases, government-procurement history, affiliations.

    "Compile a dossier on this company"
  • Tender activity report

    Calculates win rate, amounts and reasons for losses over a period — what was submitted, what was won.

    "How many tenders did we win this quarter?"

See it working

This is what it looks like in Plank — real dashboards with data. Everything is interactive: drag cards, check off tasks. Sample data.

Tenders & counterparties — Lot funnel, deadlines, counterparty checks

Demo mode — changes aren't saved and reset on reload.