AI for Tenders and Proposals

Finding, reviewing, and responding to tenders binds valuable resources. Our solution automates key steps with AI - from intelligent search and document analysis to structured proposal preparation.
Tender opportunities faster to find, analyze, and win.
We automate key steps in the tender process — from intelligent search and document analysis to structured proposal preparation.
Less manual screening
Relevant tenders are automatically filtered and prioritized.
Faster decisions
Go/no-go in minutes instead of hours.
Better proposal quality
Structured preparation based on a complete requirements analysis.

The solution combines Large Language Models, NLP, document analysis, scoring models, and agentic workflows — into a system that doesn’t just read tenders, but actively evaluates them, prioritizes them, and prepares next steps.
Tenders are complex, time-consuming, and time-sensitive

Specialized departments and sales teams spend too much time on administrative analysis — instead of strategic proposal work.
Extensive documents, technical appendices, bills of quantities, and contract terms must be read, evaluated, and distributed internally manually. This bottleneck costs time and increases the risk of missing opportunities.
Typical issues in the process
  • Tender documents with several hundred pages
  • Scattered information across PDF, Word, Excel, and attachments
  • High manual effort for review and assessment
  • Risk of overlooking deadlines or mandatory criteria
  • Difficulty prioritizing when many tenders run in parallel
Consequences for the business
  • Resources tied up in administration instead of strategy
  • Media disruptions between email, portals, CRM, and ERP
  • Inconsistent proposal quality
  • Missed opportunities due to slow response times
  • Lack of transparency across the tender pipeline
Agentic AI for the Tendering Process
We are developing an AI solution that automatically captures, analyzes, evaluates, and prepares tenders for proposal work. The key difference: the solution operates agentically - multiple specialized AI agents handle clearly defined tasks and pass structured results to the next step.

This coordination enables the AI not only to support selectively, but to orchestrate a complete tendering workflow.
Orchestration
Orchestrator
Coordinates agents and controls the overall workflow
Search
Search Agent
Searches for relevant tenders from defined sources
Analysis
Document Agent
Extracts and structures content from tender documents
Evaluation
Criteria Agent
Identifies and classifies requirements, risks, and exclusion criteria
Prioritization
Scoring Agent
Evaluates relevance and success potential of each tender
From Tender Discovery to Draft Proposal
Our solution supports the tender process along clearly defined steps — from intelligent intake to a prepared draft proposal.
Ingest
Centralize tenders from all sources.
Analyze
Semantically evaluate PDFs, Word files, and attachments.
Extract
Automatically identify deadlines, criteria, and conditions.
Evaluate
Check fit against the company profile.
Prioritize
Assess tenders and hand them off to teams.
Prepare
Create outlines, checklists, and text suggestions.
Find Relevant Tenders Faster
Our search agent continuously scans defined sources and evaluates early whether a tender fits the company profile. Unsuitable opportunities are automatically filtered out—relevant ones become visible right away.
Possible Sources
  • Public tender portals
  • Email inboxes and customer portals
  • Internal document repositories
  • CRM and ERP systems
  • Manual uploads
AI Filter Criteria
  • Industry and service area
  • Region and client
  • Technical terms and requirements
  • Exclusion criteria and blocklists
  • Contract volume and deadlines

Result: A structured intake channel for new tenders—with automatic prequalification instead of manual screening.
Automatically analyze tender documents
Tenders often consist of main documents, technical appendices, bills of quantities, and contract terms. Our solution analyzes these documents automatically — including scanned documents via OCR.
Deadlines & Terms
Submission deadlines, participation terms, and contract volume are automatically recognized.
Criteria & Requirements
Qualification and award criteria as well as technical minimum requirements are extracted.
Certifications & Contacts
Required evidence, contacts, and contracting authorities are structured and recorded.
Risks & Special Terms
Unusual clauses, liability provisions, and compliance requirements are flagged.

Result: Confusing documents become a clear, structured basis for decision-making — ready for bid strategy.
Identify must-have criteria, risks, and exclusion grounds
The criteria agent checks each tender specifically for requirements that are decisive for participation. Results are prioritized and documented transparently—for fast go/no-go decisions.
What the AI detects
  • Missing certifications or proof documents
  • Technical requirements that cannot be met
  • Unrealistic deadlines
  • Problematic liability and warranty clauses
  • Missing reference requirements
  • Special compliance requirements
  • Conflicting requirements across documents
✓ Met
Must-have criteria are fully covered.
Risk
Requirements with clarification needs or uncertainties.
✗ Excluded
Formal exclusion grounds identified.
? Unclear
Items that need to be reviewed internally.

Result: Faster go/no-go decisions with clear traceability.
Prioritize the best tenders first
Not every tender deserves the same level of effort. Our scoring agent evaluates new tenders based on defined criteria, company data, and historical experience—and creates a ranked priority list.
Strategic Fit
Alignment with company strategy and core competencies.
Service Profile
Comparison of required services with the company portfolio.
Technical Feasibility
Feasibility of the technical requirements.
Competitive Density
Assessment of the competitive landscape.
Contract Value
Expected economic benefit.
Risk & Complexity
Evaluation of effort, risks, and contract terms.
The result is a clear ranking list. Teams concentrate their resources on the tenders where effort, fit, and chance of success are in the best balance.

Result: Less wasted effort in sales — more focus on realistic opportunities.
From Analysis to Proposal Preparation
After the evaluation, AI supports the structured preparation of the proposal. The proposal agent does not generate a final proposal—it prepares material that the team can efficiently refine and continue working with.
What the AI prepares
  • Proposal outlines and response structures
  • Checklists for missing information
  • Drafts for technical descriptions
  • Suggested wording from text modules
  • References to suitable past projects
  • Summaries for sales and management
  • Task lists for internal teams
AI knowledge sources
  • Previous proposals and reference projects
  • Approved text modules and templates
  • Service descriptions and product data
  • Certificates and supporting documents
  • Internal knowledge databases

Important: Final decision-making and approval remain with the responsible team. AI speeds up and structures the process—it does not replace professional accountability.
Integrate into existing systems, operate in a controlled way
Our solution is not an isolated tool — it integrates seamlessly into your existing system landscape. Extracted information is passed on in a structured way to your internal systems.
System integration
  • CRM and ERP systems
  • Document management and SharePoint
  • Microsoft 365 and email inboxes
  • Tender portals and customer portals
  • BI and dashboard systems
  • Workflow tools (Power Automate, UiPath)
  • Internal databases
Governance & security
Clear responsibilities
Separation between AI suggestion and human approval.
Transparent sources
Direct references to original documents.
Logging
Key processing steps are documented without gaps.
Access control
Robust role and permission concepts.
Data protection
Protection of confidential proposal and customer data.

Result: More speed in the process — without losing control and with maximum data security.
Faster proposals, better prioritization, higher quality
Our solution creates measurable value across the entire tendering process — from the initial review to proposal submission.
Up to 70%
less manual effort in review and analysis
3× faster
go/no-go decisions through automated criteria checks
100%
traceability through transparent source references

Operational benefits
  • Less manual effort in review and analysis
  • Faster go/no-go decisions
  • Lower risk of missing deadlines or mandatory criteria
  • More consistent proposal documents
Strategic benefits
  • Better prioritization of relevant tenders
  • Greater transparency into pipeline, opportunities, and risks
  • Better use of historical proposal data
  • Continuous improvement through learning loops
From process analysis to a ready-to-use AI solution
We develop the solution individually based on your existing processes, data sources, and IT systems. We start with a focused pilot - with a clear path to full integration.
01
Process mapping
Analysis of the existing tender and proposal process.
02
Data & document analysis
Review of typical tenders, proposals, and decision criteria.
03
Pilot solution
Build a first AI workflow for defined tender types.
04
Validation
Review of extraction quality, scoring, and proposal drafts.
05
Integration
Connection to CRM, ERP, document management, or email processes.
06
Scaling
Expansion to additional tender types, languages, or business units.

This creates no off-the-shelf software, but a tailored AI solution - perfectly aligned with your company's specific requirements.

Your Partner for AI & Machine Learning
Tailored AI solutions for businesses — from strategic consulting to successful implementation.

© 2026 Jaroona. All rights reserved.