How to evaluate a tender before you write
Check readiness against the pack and your organisation evidence so drafting starts from clarity, not guesswork.
Key takeaways
- Evaluation is triage: fit and gaps, not draft prose.
- Start from the tender pack and your organisation profile evidence.
- Separate missing evidence from work that still needs drafting.
- Only move into writing when the gaps you care about are clear.
- Refresh the check when new documents arrive.
Why evaluate first
Important
Evaluate is not the same as Prepare
Evaluate produces a structured readiness snapshot. Prepare is where you write the submission. Keep those jobs separate so triage does not turn into an endless draft.
What you need in front of you
Useful readiness statuses
Quick evaluation checklist
Use this as a lightweight pass before you open the writing workspace.
Confirm closing date and submission channel
List mandatory criteria and certifications
Map each criterion to profile evidence or a gap
Note bid-specific uploads that should not live on the org profile
Decide pursue / wait / decline before heavy drafting
Tip
Refresh when the pack changes
Addenda and late uploads change readiness. Re-run evaluation after material updates so statuses stay honest.
Frequently asked questions
A full matrix can come later. Start with a short readiness list that teams will actually refresh.
No. Flag to-draft items, then write in Prepare with grounding.
Keep reusable company evidence on the organisation profile. Keep bid-only material with the opportunity.
No. Missing evidence should stay missing until you upload or collect it.
Early access
Evaluate tenders with Proposit
Request access for your team.
Opportunity tracking, readiness evaluation, and grounded prepare workspace.