How to Create and Use Bid Searches

This article will guide you on how to create, edit, review, and save a bid search.

Hover your cursor over the navigation bar on the left-hand side. Then, select ‘Bids & RFPs.’


Managing Keywords

You may enter the key term(s) into the search box below. Each term, by default, are “or” statements. Example: The image below is searching for bids that say “keyboard” OR “key board.”


Pro Tip: When you have a key term with multiple words in the middle, you can choose how many words are in between. Click the word, then select ‘fuzzy’ to allow three words in between, or ‘exact’ to remove other key terms with similar spellings. You may also make this change to every key term by selecting ‘APPLY TO ALL KEYWORDS.’


In the same window, you can choose to only view results for the one key term that you selected.


You can also choose to copy or delete keywords, or enable/disable word variations. If "Include word variations" is checked, multiple variations of your key terms will appear in the results. Eg. Search “support” and if 'include word variations' is checked, you will also receive results for supports, supported, and supporting.


Finally, you can select the dropdown ‘Match any of these keywords.’ Within the dropdown, you have the following options:

Match any of these keywords - Shows results that contain one or more of the key terms you added.
Match all of these keywords - Displays results that have every key term you added in a single purchase order.
Match none of these keywords - Shows results that do not contain any of the key terms.



Using Filters

You may also use filters to better refine your search. There are many filters, but the most popular ones are displayed while searching:

Any number of filters can be used simultaneously. If too many results appear in your search, these filters can help bring up more relative results.

Once you are done making changes to your search, the ‘RESULTS’ section will detail every bid that matches your search. By default, this will display open bids, starting with the ones that close soonest.

Pro Tip: Some bids may be more detailed than others. Bids that have ‘Files’ associated to them typically have more information than ones that do not.


Saving a Search

Save the search by pressing the ‘SAVE’ tab to the right of the ‘SEARCH’ button. Next, you will be required to enter a name for the search, then press ‘save’ again. You may also add tags to your saved search, which help organize your saved searches.
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NOTE: The search name of ‘1806 report’ is for illustration purposes only. The name can be anything, as long as you remember the name when exporting the report.
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