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5 steps to take before you submit a bid: A smarter process for bid writers

5 steps to take before you submit a bid: A smarter process for bid writers

Writing bids? Here are 5 key steps to follow before submission, designed for teams using Tendify to find, prepare, and submit stronger bids.
5
min read

Submitting a bid isn’t the hard part. The hard part is making sure everything is right before you do.

At Tendify, we speak with bidding professionals every day, and one thing is clear: most lost tenders aren’t lost on pricing or delivery. They’re lost because the submission was rushed, incomplete, or misaligned with what the buyer actually wanted.

The good news? If you use Tendify, you’ve already solved one of the biggest challenges: finding tenders that fit your business. No more endless searching. No more bidding just because a tender happens to land in your inbox.

Now the focus shifts to what really matters: submitting a strong, complete, and confident bid, every time.

In this article, we’ll walk through five essential steps to take before you hit “submit.” These are practical, repeatable actions that help you protect your time, avoid mistakes, and improve your chances of winning.

Let’s start with the first and most overlooked - habit of successful bid teams.

Step 1: Read and assess the tender carefully

You’ve received a tender through Tendify. It’s already matched to your profile, scored for relevance, and aligned with your industry. That’s a huge time-saver.

But it’s not a shortcut past the details.

Even the most relevant tender still needs a careful review before you commit resources. That means not just scanning the title or estimated value but reading the documents properly.

Here’s what to look for:

Scope and deliverables

  • What exactly is the buyer asking for?
  • Are there any services or requirements outside your core capabilities?

Deadlines and timeline

  • Is there enough time to prepare a quality bid?
  • Are delivery dates realistic for your team or suppliers?

Eligibility and requirements

  • Do you meet all mandatory criteria (registrations, certifications, turnover thresholds)?
  • Are there any partnership or local presence requirements?

Evaluation method

  • Is this a price-driven RFQ, or a weighted RFP with technical scoring?
  • Do you understand how your response will be judged?

Even with great matching, not every tender is worth bidding on. This first review helps you decide if the opportunity is real — and if it fits your capacity right now.

Let’s move to Step 2: building a clear internal timeline.

Step 2: Build your bid timeline immediately

Once you’ve confirmed the tender is worth pursuing, the next step is simple, but often skipped: create your internal timeline.

This isn’t just about the final submission deadline. It’s about making sure everything that needs to happen before that deadline is clear, assigned, and realistic.

Tendify helps here by automatically tracking submission dates and alerting your team, so you never lose time just keeping things organized.

Here’s how to build your internal plan:

Set key milestones

  • Deadline for first draft
  • Date for financial input
  • Compliance checks
  • Final review
  • Upload and submission

Assign responsibilities

  • Who is drafting the core narrative?
  • Who handles pricing, legal, and formatting?
  • Who gives final sign-off?

Add buffer time

Things will go wrong. Give yourself 24–48 hours before the actual deadline for reviews, signatures, or upload issues.

With the right timeline in place, you reduce stress, avoid last-minute mistakes, and give your team time to produce a stronger, more competitive bid.

Next up: turning the tender requirements into a working checklist.

Step 3: Organize buyer requirements into a checklist

Even the best-written bid can fail if it’s missing a required document or submitted in the wrong format. That’s why turning the tender into a clear, actionable checklist is one of the most important things you can do… right after deciding to bid.

Tendify helps you here by surfacing key requirements from the tender summary, so you don’t have to dig through dozens of pages. But it’s still your job to turn those requirements into a task list your team can follow.

Here’s what to include in your checklist:

  1. Mandatory documents
    1. Technical and financial templates
    2. Company certifications (ISO, financials, registrations)
    3. Signed declarations or compliance forms
  2. Format and structure
    1. File types (PDF, Excel, signed scans)
    2. Naming conventions and file sizes
    3. Submission method (portal, email, upload)
  3. Evaluation criteria
    1. Weightings for price, quality, delivery
    2. Any special buyer expectations (social value, sustainability, innovation)

Creating a checklist is not admin, it’s risk prevention. It ensures your bid is compliant, complete, and easy for the evaluator to score.

Next, we’ll talk about how to actually write the response without falling into the trap of copy-paste content.

Step 4: Prepare a focused, tailored response

Once your checklist is in place, it’s time to start writing. But this isn’t just about filling space or copying from old proposals. 

A winning bid is specific, relevant, and aligned with how the buyer scores responses.

The advantage? If you use Tendify, you’re not wasting time on tenders you can’t win, because Tendify already filtered those out. Now your focus should be on quality, not volume.

Here’s how to approach the writing:

  1. Start with the evaluation criteria
    1. Use the buyer’s headings and structure.
    2. Speak directly to what they’re measuring, not what you want to say
  2. Reuse wisely
    1. If you’re using past answers, update them to reflect this buyer’s needs.
    2. Avoid generic statements. Evaluators can spot them instantly.
  3. Speak the buyer’s language
    1. Mirror their tone and terminology from the tender documents.
    2. If they emphasize outcomes, don’t talk about process. Talk about results.
  4. Keep it clear and easy to score
    1. Use bullet points, short paragraphs, and clear formatting.
    2. Help the evaluator find the answers. Don’t make them search for them.

Next, we’ll wrap up with the final, and most time-sensitive step before submission.

Step 5: Review, upload, and submit

You’ve written the bid. Everything looks complete. But before you upload and move on, pause. This last step is where small mistakes can undo hours of hard work.

Tendify helps by reminding you of deadlines, submission formats, and document requirements. But the final check is still yours to own.

Here’s how to make sure your bid is submission-ready:

  1. Run a full compliance check
    1. Are all required documents attached?
    2. Are signatures, dates, and formats correct?
    3. Did you follow the buyer’s instructions — exactly?
  2. Proofread like an evaluator
    1. Typos, inconsistent formatting, or missing page numbers may seem small… but they can reduce credibility.
    2. Ask someone outside the writing team to review it with fresh eyes.
  3. Submit early
    1. Always upload at least a few hours (preferably a full day) before the deadline.
    2. Test the portal or email system in advance.
    3. Watch out for time zones, file size limits, and confirmation emails.

Last-minute bids are more likely to contain errors, be incomplete, or miss the cut entirely. Early submission gives you time to correct issues — and peace of mind once it’s done.

Let’s wrap up with a quick conclusion.

When you focus on the right bids, quality follows

Bid writing takes time, but winning isn’t just about how well you write. It’s about what you focus on. And if you’re already using Tendify, you’ve made a smart decision: you’re no longer wasting hours searching for tenders that don’t fit.

Instead, you’re working with a curated list of opportunities tailored to your strengths. That changes everything.

It means you can shift your energy toward preparing well-structured, compliant, and competitive bids, without the last-minute stress or second-guessing. These five steps aren’t just a checklist. They’re how strong teams reduce errors, improve win rates, and build confidence in every submission.

At Tendify, we believe public procurement should be efficient, fair, and achievable, especially for small and mid-sized businesses. That’s why we’re helping companies across Europe bid smarter, not harder.

Want to spend less time searching and more time winning?
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