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

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.

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

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.

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.

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.

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

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.

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.