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Reference Study

Tender Tracking and Automated Proposal Preparation

An automation reference study that streamlines the tender-to-proposal process

An end-to-end automation study developed for collecting documents of selected tenders via a tender tracking portal, extracting requirements, running the technical review process, gathering current price data from APIs and web sources, and drafting proposals.

Tender Tracking and Automated Proposal Preparation

1. The tender tracking portal was designed as the process entry point

    The workflow started from a custom tender tracking portal. A controlled interface was created where users could select tenders to follow and manage the analysis and proposal preparation steps.

    2. Tender documents were brought into the automation flow

      Documents related to selected tenders were moved from manual tracking into the automation flow. The files were associated with the relevant process and made ready for analysis.

      3. Requirements and work items were extracted from documents

        Tender files were read to identify technical conditions, required documents, work items, and information needed for proposal preparation. This made the document review process more standardized and repeatable.

        4. Engineer review and approval workflow was established

          Extracted items were not sent directly into proposal generation. They were routed through a civil engineer review and approval step, preserving technical accuracy while reducing manual preparation work.

          5. Up-to-date pricing data was collected from multiple sources

            For approved items, unit pricing data was collected through APIs. In addition, market prices and product-based pricing information were gathered from web sources to support the proposal process with current data.

            6. A proposal draft was generated automatically

              Technical information and pricing data were used to generate an approximate cost and proposal draft. The system produced a preliminary proposal output that decision-makers could review directly.

              7. The final review was routed back to the engineer

                The prepared proposal draft was sent back to the engineer for final review. The process was designed not only as automatic generation, but as a controlled and approval-based proposal preparation flow.

                Key Gains

                  • Tender tracking and proposal preparation became manageable through a single portal.
                  • Document collection, review, requirement extraction, and proposal drafting were connected into one automation flow.
                  • Manual document review and proposal preparation time was reduced.
                  • The risk of missing technical requirements or work items was lowered.
                  • Engineer review was integrated into the process, combining automation with expert approval.
                  • Up-to-date pricing data from APIs and web sources became usable in the workflow.
                  • A standardized, traceable, and repeatable proposal preparation structure was established.
                  • The risk of missing items, incorrect pricing, or uncontrolled proposal generation was reduced.