You create a private tender from the Pipeline page in Cobrief by clicking the "New tender" button at the top of the left sidebar. You can also open the command palette with ⌘K and search for "New tender".
You're taken directly to the tender page. You can recognize a private tender by the "Private" badge with the lock icon at the top of the page. If you need to change the submission deadline or add more context, click the pencil icon next to the badge. There you can fill in "Information about the competition" with relevant information not covered by the competition basis. This information will be available to the AI.
In the dialog, fill out:
Competition Title: a short, descriptive title for the tender.
Customer: search for the customer in the Brønnøysund register. If you can't find the company, you can add it manually.
Deadline: Deadline for submitting offers.
To upload the competition basis, open the "Competition basis" section in the left sidebar on the tender page and click "Upload". You can also drag and drop files directly onto the page.
Once the documents are uploaded, Cobrief scans the competition basis, highlights the most relevant information, and creates a brief. The documents will be available to everyone in your company.
You'll find the private tender again in the Pipeline view under the For evaluation, Go or In progress statuses, depending on how far you've come in the process.