DealSleek · How-to guidePreview
Set up tender discovery
4 steps, from “Add a source” to “Schedule”, with what to enter at each one.
- Audience
- Administrator, Operator
- Owner
- DealSleek product documentation
- Last reviewed
- Oct 12, 2026
- Reading time
- 7 min
Steps
- 01
Add a source
Which portal should we watch?
- What are you adding?Required
- Add one portal now, or several at once.
- Portal addressRequired
- The site root is fine — we look for the tender pages ourselves where we can.
- Upload a listRequired
- One address per line, or address and name separated by a comma. Excel can save a sheet as CSV.
- Paste the addressesRequired
- One address per line, or address and name separated by a comma.
- Name this portalRequired
- Only you see this. It labels the portal in your list.
- 02
What to look for
We use this to steer what we read and file.
- What should we look for?Required
- We use these to steer what we read and what we file.
- Extra keywords
- Words specific to your work, beyond the categories above.
- Only show tenders closing within
- Tenders closing further out are still recorded, just not surfaced here.
- Filter by contract value?
- Skip this if contract size does not matter to you.
- CurrencyRequired
- Sets the symbol on the budget field below.
- Minimum value
- Maximum value
- 03
Insurance & compliance
Specify mandatory insurance coverage thresholds and compliance certifications.
- Required insurance types
- Coverage lines the pursuit or contract demands from bidders.
- Minimum liability coverage
- Minimum policy monetary limit required across the contract duration.
- Underwriter / broker
- Approved corporate insurance broker or underwriting carrier.
- Compliance certificates
- Mandatory statutory, security, and quality certifications.
- 04
Schedule
How often, and what happens when we find something.
- How often should we check?Required
- Most portals publish daily at most.
- Pages to read per runRequired
- Higher reads deeper archives and takes longer.
- Only check at certain times?
- Useful for staying off a portal during its own business hours.
- Start checking atRequired
- Local to the portal's timezone.
- Stop checking atRequired
- Earlier than the start means overnight — 22:00 to 06:00 spans midnight.
- Weekdays only
- Skips your weekend, whichever days those are.
- Daily reading budget
- A safety limit. The portal pauses itself if it is exceeded.
- When we find somethingRequired
- Review is recommended until a portal has a clean track record.
- I understand records will be created without reviewRequired
- Records will appear without anyone reading them first.
- Anything else we should look for?
- Plain language. For example: only framework agreements.
- Link pattern for this portal
- Only needed when a portal publishes notices without their own link. Use {id} where the notice number goes, e.g. https://example.gov/Notice/{id}.