Quick reference
Terms, ways, limits and keyboard shortcuts of procuris at a glance, each with the page that explains it in full.
This page sums up what you often look up while working. The full explanation is on the page linked on the right of each row.
Terms
| Term | What it means | More |
|---|---|---|
| Feed | list of tenders whose submission deadline is still running | Feed |
| Saved search | stored search that runs every morning and sends its results by mail | Saved searches |
| Hits | tenders a saved search has found | Saved searches |
| Fit | value from 0 to 100 for how well a hit suits your company, from activity and suitability (from Pro) | Fit and threshold |
| Suitability | whether your company meets the required proofs, green, yellow, red or grey per requirement | Fit and threshold |
| Threshold | from which fit a hit stands at the top of the list and goes into the mail, 50 without your own choice | Fit and threshold |
| Profile only | checkbox in the saved search: from Pro on, the company profile decides instead of the search terms | Saved searches |
| Pipeline | your tenders in progress, as a board with columns and cards | Pipeline |
| Card | one tender in the pipeline | Pipeline |
| Bid / No-Bid | your recorded decision whether to submit a bid | Pipeline |
| Workbook | work area for exactly one tender, with modules from Tender documents to Submission | Workbook |
| Plan | deadline axis of a tender with the modules of the workbook below it | Plan |
| Requirement | a condition from the tender documents, as Exclusion or Scored | Capture requirements |
| Agent | reads the tender documents and writes the requirements into the list (from Pro) | Capture requirements |
| Chat | answers questions about tenders and about operating procuris, carries out steps after your yes (from Pro) | Chat |
| Company profile | the details of your company that procuris checks suitability against | Company profile |
| Activity description | field in the company profile from the setup. The fit measures against the description in the saved search. | Company profile |
| Owner / Administrator / Member | the three roles. Only owners invite and change roles. Owners and administrators change the plan. | User management |
| Pro trial | if it runs for your organization: 7 days of Pro without a payment card, then Free, nothing is deleted | Plans |
| On request | a service you get through an individual quote | Plans |
Ways
| You want to | How | More |
|---|---|---|
| create a saved search | Searches, New Search, set criteria, Save | Saved searches |
| set the threshold | list of hits, Threshold filter, or when editing the saved search | Fit and threshold |
| put a tender into the pipeline | preview, Add to pipeline | Feed |
| create a tender yourself | pipeline, Add Tender, tab Create yourself (from Pro) | Pipeline |
| open the workbook | card, Edit in workbook | Workbook |
| start the agent | workbook, Requirements module, Extract requirements | Capture requirements |
| have proofs proposed | workbook, Suitability module, Map qualifications, from Pro | References |
| add your own deadline | workbook, Plan, Own deadline | Plan |
| decide on your bid | card, View full details, Bid or No-Bid | Pipeline |
| change the pipeline columns | pipeline, gear Settings, page Pipeline Stages | Pipeline |
| find a tender whose deadline passed | Archive in the sidebar | Archive |
| invite a colleague | User Management, Invite User (Owner role) | User management |
| switch organizations | card at the bottom of the sidebar, Switch organization | Organization and access |
| change the plan | Billing, Plan and payment area (Owner or Administrator role) | Billing |
| see the AI usage | Billing, Usage area | Usage |
| request an individual quote | Settings › Organization, On request section | Settings |
| repeat the product tour | Start the tour at the bottom of the sidebar | Product tour |
| ask how something works | chat window, type the question. The page title under Help page read leads to the page. | Chat |
Plan limits
The numbers apply per organization. Prices are on the website, not here.
| Free | Pro trial | Pro | Business | |
|---|---|---|---|---|
| People | 1 | up to 3 invitations | up to 3 | no limit |
| Saved searches | 1 | no limit | no limit | no limit |
| Cards in the pipeline | 10 | no limit | no limit | no limit |
| Fit and threshold | no | yes | yes | yes |
| Matching with the profile (Suitability) | two requirements readable | yes | yes | yes |
| Create reference projects and employee profiles | no | yes | yes | yes |
| Create a tender yourself | no | yes | yes | yes |
| Agent and chat | no | own allowance | AI usage included | five times as much as Pro |
You get Enterprise through an individual quote. What each plan includes and what stays after the trial is under Plans.
Numbers and deadlines
| What | Value | More |
|---|---|---|
| Mail of a saved search | every morning, at 9 a.m. German time at the earliest, at most one mail with hits per person and day | Saved searches |
| Activity description in the saved search | 40 to 1000 characters, best 2 to 5 sentences, takes effect from Pro | Saved searches |
| Exclusion term | at least 3 characters, also matches as part of a word | Saved searches |
| Radius | Nationwide or 50 to 300 kilometers around the postcode in the company profile, from Pro | Saved searches |
| Reminder of the authority's deadlines | 14, 7, 3 and 1 day before and on the day itself | Plan |
| Pipeline columns | at most 6 | Pipeline |
| Documents when creating a tender yourself | up to 20, 25 MB per file, 90 MB per ZIP archive | Pipeline |
| Files in the chat | 25 MB per file, at most 20 documents per conversation | Chat |
| Mark on certificates and insurances | 60 days before Valid until | Record certificates |
| Invitation into the organization | valid for 48 hours | User management |
| Request to join | valid for 14 days | Organization and access |
| Move to the archive without any deadline | 90 days after publication | Archive |
Keyboard shortcuts
| Shortcut | Where | Effect |
|---|---|---|
| ⌘ B or Ctrl B | anywhere in the app | collapse or expand the sidebar |
| ⌘ K or Ctrl K | Feed | put the cursor in the search field |
| J / K | list in the feed | next or previous tender |
| A / D | list in the feed | Accept, or open Decline, as long as you have not decided yet |
| Esc | list in the feed | close the Preview |
| ⌘ Enter or Ctrl Enter | comment in the workbook | send the comment |
The complete list with conditions is under Interface and search.