Professional Services

Bid Qualification Agent

Finds the disqualifier in the first hour, not the third week

Version 2Published Sep 2, 2026
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5 of 8 bids need attention.

8 bids checked. 5 flagged. The largest gap is 10 days.

Start with RFP-105. Metro Rail has the most flagged.

Whether you can win, and at what margin, is a commercial judgement, not in the data.

$3.5M
5/8
Flagged
5
8
Bid value at issue
$3.5M
Longest (days)
10
Share flagged
63%

Why rows were flagged

5
  • Deadline within 7 days, still pending40%
  • Go decision with mandatory requirements unmet40%
  • Deadline passed without a decision20%

Value flagged by Client

  • Metro Rail$1.3M
  • Harbour Co$920K
  • State Dept$640K
  • City Council$480K
  • Northwind$150K

Items to act on, worst first

ItemClientValueDays late or leftWhy
RFP-105Metro Rail$1.3M2Deadline within 7 days, still pending
RFP-103Harbour Co$920K0Go decision with mandatory requirements unmet
RFP-107State Dept$640K0Go decision with mandatory requirements unmet
RFP-101City Council$480K4Deadline within 7 days, still pending
RFP-102Northwind$150K10Deadline passed without a decision

What to do this week

  • Resolve RFP-105 first: it is the most urgent on the list.
  • Fix the data or the status on every flagged row, then re-run.
  • Re-run this check every time the list changes, before it reaches a decision.

Do

  • Fix the highest-risk item first, then run the check again on fresh data.

Don't

  • Don't act on one row alone: open the source record first.

How to improve

  • Add more detail per row (owner, date, source) so the next report can trace each item.
  • Add a second period of data so the next report can show whether things are improving.

Demo

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Overview

A serious tender response costs weeks of senior time — the people who would otherwise be delivering work or winning the bids you can actually win. The decision to bid is almost always made on enthusiasm, in a meeting, by people who want to win, within hours of the tender arriving.

The disqualifying facts are usually already in the document and nobody reads that far. A mandatory turnover threshold you do not meet. A certification you do not hold and cannot obtain in time. Insurance above your cover. References of a scale you have never delivered. A framework you are not on. A deadline that does not allow time to assemble what it demands. Each is checkable in an hour, and each makes the remaining three weeks worthless.

Then the more painful category: bids you could win and should not want. Payment terms that fund the client from your working capital. A liability cap above your annual profit. Unlimited liability for something you do not control. Visible in the same document at the same time, and never read until the contract stage — when walking away is harder because the effort is already spent.

This agent reads the tender against your own profile and reports both, in the first hour. It writes no bid content and submits nothing.

Benefits

Weeks of senior time back

Spent on the bids you can actually win.

Bad contracts declined early

While declining is still cheap and nobody is invested.

A defensible bid decision

With the reasons written down rather than argued in a room.

What it does

  • Finds the hard disqualifier first

    A turnover threshold, a certification, an insurance level. Checkable in an hour, and it makes three weeks of work worthless.

  • Checks the deadline is achievable

    Some tenders demand documents that take longer to obtain than the submission window allows.

  • Flags terms you should not want

    A liability cap above your annual profit, or payment terms that fund the client from your working capital.

  • Separates mandatory from scored

    Failing a mandatory ends it. Scoring poorly on one criterion does not, and teams confuse the two constantly.

  • Names what would have to be true

    For a marginal bid, the specific things that would change the answer — a partner, a hire, a cover increase.

  • Writes no bid content

    It answers whether to spend the three weeks. What you write in them is yours.

What this changes

What this changes about your week

It takes over
Reading a tender for what disqualifies you before writing anything.
Done today by
Decided on enthusiasm, in a meeting, within hours of it arriving.
How often
Every tender, and it costs weeks of senior time to get wrong.
Typical manual effort
The disqualifier is usually on page fourteen and nobody reads that far.

Why Professional Services in particular. A failed mandatory makes three weeks of work worthless, and it is checkable in an hour. The other half is bids you could win and should not want — liability and payment terms nobody reads until the contract stage.

  • Runs unattended

    Started by you or by an event, and it finishes on its own. Nothing waits for someone to be at a desk.

  • The same standard every time

    The two-hundredth item is held to the bar the first one was. Consistency is the part people cannot sustain.

  • It cannot act on its own

    Bid Qualification Agent has no path to sending, spending or committing. That limit is why its output is safe to act on.

How it runs

This agent runs server-side through the PROMIVO runtime. Each run is logged step by step and every tool call is permission-checked before it executes.

  1. 1InputValidated against the agent input schema
  2. 2Modelclaude-opus-5 with automatic fallback
  3. 3Toolssearch_knowledge, extract_structured_data
  4. 4PermissionsRuns READ actions automatically; anything higher waits for approval
  5. 5OutputStructured result matching the output schema
  6. 6LoggingTokens, duration and every step recorded

Requirements

Integrations

No integrations required.

Before you start

  • The tender documents
  • Your company profile: turnover, accreditations, insurance, reference projects
  • Your commercial thresholds: liability appetite, payment terms, minimum margin
  • Requires the All-Access plan or higher

Use cases

The hour a tender arrives

Before anyone starts writing.

Framework applications

Whether you meet the entry criteria at all.

Reviewing a bid pipeline

Which of the open opportunities are real.

Post-loss review

Whether a lost bid was ever winnable.

Pricing

All-Access

Billed monthly through your PROMIVO subscription. Cancel at any time.

Runs consume your plan allowance for agent executions and tokens. See plan limits

FAQ

Does it write the bid?

No. It answers whether to spend the three weeks. What you write in them is your expertise, and a generated bid response is worth what it costs to produce.

Is the contract review legal advice?

No. It flags commercial terms against the thresholds you set — your liability appetite, your payment terms, your insurance. Whether a clause is enforceable or acceptable is a question for your own counsel.

Does it predict whether we will win?

No. It reports what disqualifies you and what the scored criteria weight. A win probability would be a number invented from nothing.

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