Help & About

Everything you need to know about Universal Tender App

Getting Started Guide

New to Universal Tender App? Follow our step-by-step tutorial to get up and running quickly.

Frequently Asked Questions

Getting Started

Tender Management

Client Management

Analytics & Reporting

Project Scout

Project Map

Settings & Customization

Mobile & Installation

Troubleshooting

Our Mission

Our mission is to empower businesses with intelligent tender management tools that streamline workflows, provide actionable insights, and help win more projects. We believe that data-driven decision making should be accessible to every organization, regardless of size.

Our Vision

We envision a future where tender management is seamless, intelligent, and mobile-first. By combining AI-powered analytics with intuitive design, we aim to become the go-to platform for tender professionals worldwide, helping them work smarter, not harder.

Why Choose Universal Tender App?

Comprehensive Tender Management

Track every aspect of your tenders from RFQ to final outcome

Client Relationship Insights

Understand client loyalty, win rates, and relationship dynamics

Advanced Analytics

Data-driven insights to improve your win rate and profitability

AI-Powered Reports

Get intelligent analysis and recommendations with AI

Mobile-First Design

Capture projects on the go with Project Scout

Performance Tracking

Monitor estimator performance and team efficiency

Legal & Privacy

Terms & Conditions

Read our terms of service

Universal Tender App is provided as-is for tender management purposes. By using this application, you agree to use it responsibly and in accordance with applicable laws. All data entered is your responsibility, and we recommend regular backups.

Privacy Policy

Learn how we protect your data

We take your privacy seriously. All tender data is stored securely and is only accessible by authorized users within your organization. We do not share, sell, or distribute your data to third parties. Your data belongs to you.

EULA

End User License Agreement

This software is licensed, not sold. You may use Universal Tender App for commercial tender management. You may not reverse engineer, redistribute, or create derivative works. Support is provided via email at admin@nzconsultancy.co.nz.

Can't find what you're looking for?

Contact support at admin@nzconsultancy.co.nz

Universal Tender App • New Zealand • www.universaltender.org

Help & About

Getting Started Guide

Frequently Asked Questions

Getting Started

How do I create my first tender?

Can I add multiple clients to one tender?

How do I import existing tender data?

What information is required to create a tender?

Can I edit a tender after creating it?

How do I search for a specific tender?

Can I set up the app for multiple companies?

Is there a limit to how many tenders I can create?

Tender Management

What do the different tender statuses mean?

How do I track tender activity and updates?

Can I add multiple quote revisions?

How do I add line items to break down a quote?

Can I attach files or documents to a tender?

How do I track which estimator worked on a tender?

Can I duplicate a tender?

How do I add project location?

How do I mark a tender as won or lost?

Can I add internal notes that clients won't see?

What is the 'Value' field vs 'Quote Value'?

How do I record why we lost a tender?

Client Management

How is Our Win Rate calculated?

What is Client Win Rate?

What is Client Loyalty?

How do I add new clients?

Can I track client contact information?

How do I generate an AI report for a client?

Can I see all tenders for a specific client?

How do I export my client list?

Can I merge duplicate client records?

How do I archive an inactive client?

What is the 'Pipeline Value' per client?

Analytics & Reporting

What analytics are available on the Dashboard?

How do I change the date range on the Dashboard?

Can I see which estimators perform best?

What is Loss Analysis?

Can I export analytics data?

How do I see statistics for a specific time period?

What is Pipeline Value?

Can I drill down into statistics?

How do I compare this month vs last month performance?

What is the 'Value Trend' chart on the dashboard?

Can I see analytics by trade or category?

How do I use the AI report on the Loss Analysis page?

Project Scout

What is Project Scout?

How do I capture a project with Project Scout?

Can I edit a captured scout later?

What do the scout statuses mean?

Can I convert a scout into a tender?

Does Project Scout work offline?

Can I assign a priority to a scout?

How many photos can I attach to a scout?

Can I share a scout with a team member?

Project Map

How do I see my projects on the map?

How do I add location data to a tender?

Can I filter what shows on the map?

Why don't I see all my tenders on the map?

Can I see competitor project locations?

Can I cluster nearby projects on the map?

Settings & Customization

How do I add my company logo?

Can I customize printed reports?

How do I export all my tender data?

Can I import data from my old system?

How do I customize win rate formulas?

Can multiple users access the same account?

How do I change my email address or password?

Can I set up default values for new tenders?

Mobile & Installation

Can I install this as an app on my phone?

Does the app work offline?

Is there a mobile app in the App Store?