User Manual Hub

Welcome to the BidFactory documentation. Select the manual that matches your role in the platform to get started with a guide tailored to your responsibilities and workflows.

Choose Your Role

Role-Based Manuals

Each manual covers the features, workflows, and best practices relevant to your specific role within BidFactory.

Administrator

Full system access. Responsible for platform setup, user management, data source configuration, and system health monitoring.

  • Installation, setup, and Docker Compose management
  • User account creation, roles, and access control
  • Monitoring criteria, portal configuration, and ingestion
  • System troubleshooting and diagnostic commands
  • All Bid Manager, SME, and Approver capabilities
Open Admin Manual →

Bid Manager

Primary driver of the bid lifecycle. Discovers opportunities, manages the 9-phase pipeline, coordinates team members, and delivers proposals.

  • Tender discovery, intake, and bid creation
  • 9-phase pipeline management and task assignment
  • Document processing and AI extraction
  • Proposal generation (Quick, Guided, multi-language, PDF)
  • Competitor intelligence, SWOT, and market benchmarking
  • Knowledge Base and template management
Open Bid Manager Manual →

Subject Matter Expert

Domain specialist who contributes technical content, reviews requirements, and provides expertise during proposal creation.

  • View bids, proposals, and competitor profiles
  • Complete assigned tasks and update status
  • Create and edit Knowledge Base assets
  • Manage proposal templates
  • Review AI-extracted information for accuracy
Open SME Manual →

Approver

Key decision maker at critical gates. Evaluates bids at AR2 (Bid/No-Bid) and AR3 (Submit/No-Submit) to ensure strategic alignment and quality.

  • AR2 gate: Bid/No-Bid decisions
  • AR3 gate: Submit/No-Submit decisions
  • Review proposals and extraction results
  • Company profile management (exclusive write access)
  • Competitor data quality oversight
Open Approver Manual →
Supplementary Guides

Document Processing & AI Extraction

Deep-dive tutorial covering the full document processing workflow: uploading files, running AI extraction, reviewing results across 9 extraction tabs, and using RFI auto-fill.

Open Guide →