Manage Tender Filter settings

Tender Filter settings

This guide takes you through the steps of how to edit and update a specific Tender Filter on your account. Before you start making any changes, please be aware of that once the changes are saved - they will update instantly for all colleagues using the same Tender Filter. It's not possible to restore the old settings once the changes are saved.

When you are in the specific Tender Filter you would like to edit, you'll find the edit section to the left of your Active tenders list - below the All tenders tab. In the settings you can add and change:

• Industry codes and regions

• Keywords

• Estimated value, buyers, publish date and status

Update industry codes

Your filter is initially based on the CPV codes selected during onboarding. You can see and update these codes by clicking on Industries and adding more codes if needed. 

When you click to add more codes, you can choose to only add that specific code or include all underlying codes. You can expand underlying code sections by clicking on the small arrow to the left if you only want to select specific codes. 

Tip; Use the search field in the top to search for all codes that include a certain word. This is an easy way to find relevant codes for your business.

Note; If you select an underlying code, the main code will also be added automatically. If you wish to remove it, hoover over the main code and click Remove.

Add keywords

You can use keywords to narrow down your Tender Filter results. You find keyword settings to the left in your Active Tenders feed. 

Click on Keywords, add a word in the keyword field, and click Add, or press Enter on your keyboard. Don’t forget to click Save changes to keep your updates or Undo to go back to the previous settings.

It is also possible to combine keywords if you only want to match towards a tender if both keywords are present. If you want to combine keywords you add the words with a plus sign (+) in between them.

Example: If you add “consultant + web”, the filter will only catch tenders with both of these words. Note, they do not have to be in the same document, as long as both words are present somewhere in the tender.

Before adding a lot of keywords, check out the different additional keyword settings in the Advanced settings section. You can for example choose if you want to filter on exact matches or “begins with”.

Advanced keyword settings

You can use advanced keyword settings to fine-tune your Tender Filter. You find these settings under Keywords to the left in your Active Tenders feed. 

Here, you can also delete keywords that you no longer want to be included in your filtering. Just hover over the word you want to delete and click on the trashcan appearing to the right.

Narrow and broad filter logic

Open the advanced keyword settings to choose the main filter logic. 

• Narrow filtering is pre-selected and means that you’re searching for your keywords within your industry codes. So for a tender to show up in your feed, it needs to match both an industry code and a keyword. 

• Broad filtering means matching either an industry code or a keyword.

Where the keyword is mentioned

You can also select where to search for your keywords. By default, your filter is searching in both the tender notices and documents. You can narrow this down by searching in only the notice or only in the documents. Just click on Notice and documents following the word if you want to change where to search for it.

Exact match or begins with

By default, keywords are set to exact match, which means you’re only matching towards the exact word you’ve added. You can change it to “Begins with” to match with all tenders where the keyword is mentioned with a different ending. 

Example: if you add “Consult” and use the Begins with logic you’ll also match on “Consultant”, “Consultants”, “Consultancy” etc.

Additional Tender Filter settings

Besides industry codes, regions and keywords, there are additional Tender Filter settings you can use to fine-tune your tender matches. You find these settings to the left in your Active Tenders feed. 

These filters are usually only relevant if you only want to match on tenders that have a certain value, or are posted by specific buys.

Estimated value

You can select to only match with tenders within a range of estimated value. Tenders with missing estimated value are included by default. You can change this by checking the box Exclude tenders where estimated contract value is missing.

Buyers

By default, you match with tenders from all buyers. If you leave the buyer field empty, you get tenders from all buyers. 

Note: if you add certain buyers, you will only match with their tenders. So by adding a specific buyer, your Tender Filter gets more narrow. If you want to add a specific buyer, search for the name in the search field and then select the buyer with the correct name and an organisation number in the results list.

Publish date and status

You can also adjust publish date to last 30 or 60 days and change tender status to active, expired, awarded, or all. This can help you review historical matches.

Sorting and notifications

In your Active Tenders feed, you see all tenders matching your Tender Filter. By default they are sorted on what’s most relevant for you based on the setup when you created your Tender Filter. You can change this to being sorted on either publishing date or deadline instead, if you prefer that. In the top right corner, you can change sorting from relevance to publish date or deadline. 

By clicking Options, you can adjust your email notification settings or rename your Tender Filter. Click Save to keep any changes.

Search All tenders

You can search for any tenders by clicking on Find in the main menu and then go to All (located under the name of your Tender Filter to the left of your tender feed). This allows you to search across both active and previous tenders outside of your Tender Filter.

If you want to search for tenders within your Tender Filter profile, you’ll find a search field in the top right corner of your Active Tenders feed.