Frequently Asked Questions
Answers to the main questions clients usually have before starting the Bid Manager onboarding process.
Approx. 45 minutes
Set aside enough time to complete the onboarding properly. You can save progress as you go.
Upload what you have
Missing documents can be marked as will provide later, need help creating, or not applicable.
Authority matters
You control what Bid Manager can draft, prepare, recommend, update or submit on your behalf.
Onboarding FAQs
These answers cover the live onboarding flow, including dynamic service modules, documents, authority rules and final submission.
Best way to complete onboarding
Still unsure?
Start the onboarding form and complete what you can. If an item is not ready, the Documents section and final review process are designed to show what still needs attention.
The goal is to build a useful setup record, not to force you into pretending every policy, licence and case study is magically sitting in the perfect folder. Human paperwork remains, regrettably, human.
Ready to begin?
The onboarding form will guide you through each section and show what still needs to be completed before final submission.