Bid specifications
This module is enabled per organization. If you don't see Bid Specifications in your menu, talk to your Sourced contact.
Bid specifications are the tool for building formal technical specifications of what your company needs to buy or contract. They are used both by the procurement team and by the requesting areas (for example, maintenance), which are the ones that best know the detail of what needs to be requested.
It works like a chat with a specialized AI agent: you describe the need by text or by voice, with photos, tables and technical data, and you can even ask it to research online. At the same time, it builds a formal document with everything a tender needs to go out well, with formality, order and transparency. That document is fully editable (you can change whatever you want and embed images), it can be sent for review and approval, and in the end you download it as a PDF to upload to your ERP or make it available so procurement can pick up whatever it needs to buy.
Example of use: someone standing on the plant floor, in front of the equipment or the task, takes photos with their phone of what needs to be done and dictates the requirement by voice right from there, and the agent builds the specification from that, without going back to the desk.
In addition, all of the company's specifications are kept in the Repository, a knowledge base that learns from your past specifications: if later on you tender the same service, the system starts from the context of the previous specification to build the new one.
Specification statuses
Status | Meaning |
|---|---|
Draft | Being written, editable. |
In review | Circulating through the contribution / approval chain. |
Approved | Validated, ready to export. |
Exported | Downloaded as a PDF to use in a quotation or tender. |
In this section
Create and edit specifications: the AI chat, the editor, the quality score and sending for approval.
Contribution chain: the review circuit by area (if your organization uses it).
Repository: your technical documents as input, archive and knowledge base.
The main list has search by title, code or category, and filters by status and type of work (industrial, construction, services). From there you can also delete the specifications that are no longer useful.