FAQ
Short answers to the questions teams ask in their first weeks with procuris, each with the page that explains it in full.
The answers here are short, the linked page explains the details. If your question is missing, ask the chat (from Pro): it answers questions about operating procuris from this help and names the page that holds the answer.
Getting started and access
How long does the setup take?
There is no fixed duration, because it depends on your answers. You answer most of the 13 or 14 steps with one click. The register data, the activity description and the optional profile questions take time (Set up procuris).
My company already uses procuris. How do I get into its organization?
Join your team's organization instead of creating your own. If the first screen shows Your team is already here, choose Request to join. Otherwise ask a person with the Owner role to invite you in User Management (Organization and access).
We used procuris before the new version. What do we have to do?
You create nothing new. Your organization, your profile and your saved searches stay. The person with the Owner role sees Welcome to the new version of Procuris on every visit until they choose Set up the new Procuris. After that, they complete the profile. On the Free plan you get 7 days of Pro without a payment card along the way (Re-entry for existing customers).
The invitation did not arrive. What now?
An invitation is valid for 48 hours. Ask your colleague to look in the spam folder, and choose Resend under Pending Invitations in User Management instead of sending a second invitation (If the invitation does not arrive).
Where do I switch organizations?
Through the card with your organization's name at the very bottom of the sidebar, menu item Switch organization. The item is always in the menu. You can only switch if you are a member of more than one organization (Interface and search).
Search and fit
Feed or saved search, which one do I use for what?
You use the Feed to browse and a saved search to watch. Only a saved search runs every morning, sends its hits by mail and shows the Fit from Pro on (Feed).
Why do I see no fit in the feed?
The fit exists only on the hits of a saved search, from Pro on and in the Pro trial. In the feed, Check against your profile leads to the saved search that contains the tender. If none contains it, it shows Create saved search (Fit and threshold).
What does the threshold do?
The Threshold orders the list of hits. With an activity description, hits below the value move further down and are left out of the mail. Without your own choice, 50 applies. Nothing is deleted or recalculated (Fit and threshold).
Why does a hit show no number?
Its activity has not been assessed yet. This affects new hits and the hits of a saved search whose activity description you changed. procuris assesses them in the next morning runs, until then they stay at the top of the list (Fit and threshold).
I get too many unsuitable hits. What helps?
Three places in the saved search help. Name in the activity description which services you do not take on. Add recurring off-topic subjects as Exclusion terms. Raise the threshold so that fewer hits go into the mail (Saved searches).
Why is a tender I expected missing?
Check four reasons. If its deadline has passed, it is in the Archive. An Exclusion term also matches as part of a word, "Planung" excludes "Fachplanung". Without an activity description, a set threshold hides hits, and Show them brings them back. With Profile only and fit, search terms and sectors rest (Saved searches).
My list of hits is empty and says something like "0 of 40 tenders". Why?
A threshold from the Pro trial keeps working on Free. Because hits on Free carry no fit, it hides every hit in the list. Clear the threshold with the x on the Threshold filter (On the Free plan).
I have several saved searches but get only one mail. Is that right?
Yes. Each person gets at most one mail with hits per day. The new hits of the other saved searches are in their lists of hits (What the mail contains).
How do I unsubscribe from the mail of a saved search?
Not for single people. Pause the saved search under My Searches, then it does not run and sends no mail to the whole organization. Its hits stay (Pause and delete).
Does the activity description in the company profile change my saved searches?
No. Each saved search keeps its own description under What your company does, and procuris measures the fit against it. The field in the profile comes from the setup (Company profile).
What does "Profile only" mean?
With this checkbox, from Pro on, your company profile decides instead of your search terms what becomes a hit. Search terms, sectors and exclusion terms then rest. On the Free plan the same saved search searches with its terms again (Searching by profile only).
Working on a tender
Accept or Add to pipeline?
Only Add to pipeline creates a card. Accept records your decision for the organization and suits marking tenders while you go through the list (Feed).
How do I open the workbook?
On the card in the pipeline with Edit in workbook. Back to board in the header of the workbook leads back to the pipeline (Workbook).
Why does the agent not start?
Usually the tender documents are missing. If the Requirements module shows Put the tender documents on file first, put the ZIP archive from the portal into the Tender documents module, from Pro on. No run starts on the Free plan either, nor when the AI allowance including the margin beyond it is used up (Capture requirements).
Do I have to wait until the agent is done?
No. A run takes a few minutes and continues when you switch modules or leave the workbook. Afterwards the list loads the new rows by itself (Seeing how far the agent is).
Can I rely on the agent's rows?
Check them against the document before your team works with them, because the agent can quote a passage wrongly or record it twice. The Unreviewed filter shows the open rows. Approve confirms a row, Reject takes it out (Checking the agent's rows).
We are not bidding. Should I delete the card?
Record No-Bid instead. Notes, assignees and reasoning then stay. Remove from pipeline deletes the card with its notes, decision and assignees. Only the workbook stays and comes back when you add the tender to the pipeline again (Deciding on your bid).
Where do I find a tender whose deadline has passed?
In the Archive in the sidebar. A card in the pipeline, by contrast, stays in its column after the deadline (Archive).
Does procuris remind me of deadlines?
Yes, for the four deadlines of the contracting authority: 14, 7, 3 and 1 day before and on the day itself, by mail and in the app. Your own deadlines in Plan get no reminder (Plan).
Why does the progress ring on the card not close?
The ring counts the Bidder questions module, and that module cannot be ticked off. You get bidder questions through an individual quote (Bidder questions).
Chat
What can the chat do?
From Pro on, the chat answers questions about your tenders and backs answers about documents with a verbatim quote. On your request it carries out steps, such as creating a saved search or starting the agent. Whether it asks first depends on how you phrase the request (What the chat does for you).
Can I ask the chat how something works in procuris?
Yes. It answers questions about operating procuris, about terms and about the plans from this help. The conversation then shows Reading a help page, then Help page read with the title of the page as a link. When you hover over it, the hint Open in the help appears. If the answer is on no page, it says that it finds nothing about this in the help. The chat answers in the language of your screen (Chat).
Why does the chat not answer?
On the Free plan, a message opens the window AI assistant not in your plan. On Pro and Business, the AI allowance of the month including the margin is used up, and the window is called AI allowance used up. The allowance refills with the next billing month. During the Pro trial the window is called Trial AI used up, and switching to Pro lets you continue (When the AI allowance is used up).
Does the chat give a legal assessment?
No. It names what the documents say and does not assess it legally. For an assessment, turn to a lawyer for public procurement law (No legal advice).
Company profile and proofs
Why is a requirement red although we have the proof?
What is missing from the profile counts as not met, and an expired proof does not count. Enter the proof through the link on the requirement, such as Add certificate, or update the validity date (When a proof is missing).
Does the self-declaration replace a certificate?
No. If a tender asks for a certificate, only a valid entry under Certificates counts (Company profile).
Does procuris remind me of expiring certificates?
No, neither by mail nor by notification. The Certificates and Insurances lists do mark an entry with Valid until 60 days before the end (Record certificates).
Can I take a certificate or a reference from a PDF?
Yes, from Pro on through the chat. Attach the file and ask the chat to add it to the profile. The chat names the file and, after your yes, writes the entry straight into the profile, without a proposal to approve. Check it in the profile afterwards for that reason (References).
Plans, organization and access
What happens at the end of the Pro trial?
Without a booking, your organization switches to Free. Nothing is deleted, only the limits of Free apply again. If you book Pro later, the saved state is back (After the trial).
How many people can work together?
Free covers one person, Pro up to 3, Business has no limit on people. In the Pro trial you invite up to 3 people. If a fourth person is to work with you on Pro, the way leads to Business (User management).
What may owners, administrators and members do?
All three roles work with tenders, pipeline, workbooks and company profile alike. Only the Owner role invites, changes roles and removes people. Owners and administrators change the plan. Whoever hands over the owner role becomes Administrator. There is no read-only role (Roles).
Where do I see how much AI usage is left?
Under Billing in the Usage area. The AI usage row shows the used share of the month as a percentage and the day on which the allowance starts again (Usage).
How do we get API, webhooks, integrations or single sign-on?
Through an individual quote. Any person in your organization can request it under Settings › Organization in the On request section. After the setup, the Owner role manages API access, webhooks and single sign-on itself under Settings › Organization. These areas appear only once access has been set up after the contract is signed (On request).
Can someone from procuris write the bid for us?
Yes, a bid manager from procuris works on your bid up to submission. You get this service through an individual quote. Whether and at what price you bid is still decided by your team (Full service by a bid manager).
Help
Where do I get help when I am stuck?
Ask the chat first, it looks for the answer in this help. Start the tour at the bottom of the sidebar shows the way from the feed into the workbook once more. If neither helps, write to support@procuris.eu and name the page and the text procuris shows.