openSales in practice: from finding a tender to preparing a bid
Find a contract for your company, check the documentation, and plan further work. See how to combine the search engine, procedure card, AI analysis, Watchlist and Calendar, with links to feature descriptions and practical guides.
You found an advertisement that matches your company's activities. Now you need to determine exactly what the buyer needs, what documents to prepare, and if you will have time to submit a bid. When there are several such procedures, you also have to monitor the order of work and deadlines.
openSales supports you at these stages. In the application platformaofertowa.pl you can search for orders, browse their documentation, use AI analysis, and organize selected matters.
Below we show how these functions connect in daily work. At each stage, you will find links to materials that will help you move forward.
1. Find tenders corresponding to what you offer
Start with a specific service or product: window repairs, computer equipment supplies, training organization. Such a query provides a starting point for browsing advertisements and selecting further criteria.
The openSales search engine collects procedures from various sources, including e-Zamówienia, TED, platformazakupowa.pl, and the Competitiveness Database. You can narrow down the results by industry or CPV code, location, and dates.
If you already have settings useful for your company, save the query and filters as a set. On the next review, you will return to the same criteria.
You can view the list of active procedures without logging in.
- Learn about the feature: Tender search engine: find contracts for your company.
- Go through the next steps: How to search for tenders for your company?.
2. Check the details of the order and its documents
The advertisement title helps select the procedure to check. Only the details will show whether your company can perform the order.
On the procedure card, you will find available information about the buyer, the deadline for submitting bids, the subject of the order, and its parts. From there, you can go to the attachments and the source of the announcement.
With the files that have an available preview, you can view the content without downloading. The timeline helps determine which documents were published first, and which were added later: before or after the bid submission deadline.
This is especially useful when you return to the order after a few days and want to check later clarifications or changed forms.
- Learn about the feature: Procedure card: check the tender and its documents.
- Check the workflow: How to check the tender and documents before preparing a bid?.
3. Start the analysis from the AI summary
When evaluating an order, you need answers to specific questions: what is the scope of work, when does it need to be done, what documents need to be prepared, and what to pay attention to in the contract terms.
In procedures with attachments, the AI analysis is prepared automatically. You can start with the summary, and then move on to answers regarding the area that interests you, e.g., participation conditions, delivery, bid security, or contractual penalties.
The summary helps select issues for further checking. When viewing answers with a 'Show source' reference, you will be taken to a section of the documentation. Before using the information in your bid, read the relevant provision and check for later clarifications.
After updating the documentation, the analysis is performed again. This allows you to return to it even while continuing to work on the same procedure.
- Learn about the feature: AI analysis of the SWZ: start from the ready-made summary.
- Learn how to check the results: How to analyze tender documentation with AI and check answers?.
4. Save selected procedures and organize your work
You don't always know right away if you will prepare a bid. Sometimes you need a quote from a supplier, confirmation of equipment availability, or a more detailed reading of the documents.
Add such a procedure to Watchlist, to return to it on your next visit.
The Kanban board allows you to view selected cases by work stage. It helps you see which orders you are already working on and which still require evaluation.
The saved procedure remains the starting point for details, documents, and AI analysis.
5. Check deadlines and plan preparations
When dealing with several procedures, it is useful to see how their deadlines relate to each other. Two bids submitted on the same day may require collecting quotes and documents earlier.
The openSales calendar shows the available dates for saved procedures. Depending on the information in a given contract, these may be deadlines for submitting bids and questions about the SWZ, and bid opening dates.
You have the option of week, month, or list view. This allows you to check the nearest matters or plan your work further in advance.
The Watchlist and the board help organize the procedures you are working on. The calendar allows you to view them by date.
Get to know the tender calendar and available views.
6. Check bid security requirements
If the documentation provides for bid security, take it into account early in your preparations.
From the procedure card with information on the required bid security, you can go to the online bid security guarantee application process. Before submitting the application, check the documentation requirements and the data needed to complete it.
This stage is worth combining with the earlier assessment of the order and work planning before the tender submission deadline.
Check how to apply for a bid security guarantee online.
7. Learn about security and document processing rules
When choosing a working tool, it is also worth knowing who provides it and how it approaches information protection.
OpenNexus stands behind openSales with four certificates concerning information security, cloud services, personal data protection, and business continuity.
We store tender documentation in Poland. It is also processed in Poland for AI analysis.
Read about ISO certificates and document processing in Poland.
Start with one procedure
To begin, select a service or product from your offer. Open the search engine, find the desired order, and view its documents.
After logging in, use the AI analysis, add the selected procedure to your Watchlist, and check its available dates in the Calendar. Before preparing and submitting a bid, verify the current documentation and the submission method at the original source of the procedure.
Go to openSales and create a free account, on the application page select "Create a free account".
If you need help using the platform, contact the openSales team.
Find a tender for your company. Decide whether to bid.
View current tenders
You can view the list of active procedures even without logging in. You create an account when you want to save your set, follow cases, and read document analysis.
