EFS 360° | Client & Tender Manager

Client Master

Cloud database • Client Code based records

Total Clients0

Renewals ≤ 30 Days0

Past Orders0

Turnover Records0

Business Modules

Client Master ke saath Tender & Compliance tracking

V27 • Classic UI & Branding

EFS 360° / TENDER MANAGEMENT

Tender & Compliance Manager

GeM + MP Tenders • Database records • Deadlines • Optional client linkage

Total Tenders0

Active Bids0

Closing in 7 Days0

Submitted0

Tender Register

Search and filter your saved tender records

Bid / Tender No.	Source & Buyer	Title	Closing Date	Bid Value	Internal Status	Portal Status	Action
No tenders added yet. Use Add Tender to create your first record.

Upcoming Deadlines

No upcoming deadlines.

Bid Compliance Checklist

Tender-wise checklist starter

Tender-wise checklist saving agle phase mein enable hogi.

Add Tender

Tender details Supabase database mein save honge

GeM Bid Number enter karke Fetch GeM Details click karein. Buyer, item/title aur available dates auto-fill honge.

Estimated Tender Value (₹)EMD Amount (₹)Publish DateClosing Date *Pre-Bid MeetingBid OpeningTender Fee (₹)Official GeM Bid Detail URLGeM Fetch ke baad available official detail URL auto-fill hoga. Other portals ke liye official URL manually add karein. Enable portal status tracking

Portal status is separate from internal bid status. GeM status checker public bid page ko read karne ki koshish karta hai; CAPTCHA/login-protected pages par manual verification zaroori rahegi. MP Tenders automatic checking is not enabled.

EMD & PQC Exemption / Relaxation Details

Tender clause ke anusaar details bharein. System exemption ko automatically approved nahi manega.

Criteria	Availability	Type	Bidder Claim	Buyer Decision	Required / Relaxed Details & Clause

Eligible Category (MSE / DPIIT Startup / Women / SC-ST / Other) Supporting Rule / Government Order / Tender Clause

PQC Criteria Builder & Client Eligibility Check

Tender document se har eligibility condition add karein. Criteria save hone ke baad linked Client Master data se preliminary comparison ho sakta hai.

Criteria	Requirement Type	Required Value	Unit / Period	Tender Clause / Notes

Clients

Code	Company	Contact	GSTIN	City

📊 Reports & Advanced Search

Filter clients by location, licence status, tender stage and financial criteria.

Matching Clients0

Tender Value₹0

Latest Turnover₹0

Expiring / Expired0

Code	Company	Location	Licence	Latest Turnover	Tenders	Action

CLIENT 360° PROFILE

Organisation—

Contacts—

Registrations—

Experience—

Turnover—

DSC / Signatories—

Basic Information

Edit Basic Information

GST Assist: enter GSTIN to auto-fill PAN and State. Legal name, trade name, address and registration status must be checked on the official GST Portal.

GST Verification Record

Add Licence / Registration

Licences & Registrations

Name	Number	Expiry	Status	Reminder

Add Experience / Past Order

Past Orders

Organisation	PO/WO	Date	Value	Completion

🔐 Private Document Upload

Files are stored in a private Supabase Storage bucket and linked automatically to this Client Code. Supported: PDF, JPG, PNG, DOC, DOCX, XLS, XLSX. Recommended max 20 MB per file.

Document	Type	Date	Expiry	File

🔄 Renewal History

Record each licence/registration renewal. The history remains linked to the selected registration.

Registration	Old Expiry	New Expiry	Renewed On	Remarks

📋 Tender Management

Tender No.	Organisation	Value	Stage	Deadline	EMD	Status

Custom Client Fields

Add fields without changing the database table. Examples: Railway Vendor Registration, PWD Class, Special Licence.

Field	Value

Client Master

Business Modules

Tender & Compliance Manager

Tender Register

Upcoming Deadlines

Bid Compliance Checklist

➕ Add New Client

Clients

📊 Reports & Advanced Search

Basic Information

Edit Basic Information

Add Licence / Registration

Licences & Registrations

Add Experience / Past Order

Past Orders

Add Turnover / Financial Record

Financial History

🔐 Private Document Upload

🔄 Renewal History

📋 Tender Management

💰 Accounts

🔐 Digital Signature & Authorized Signatory

Current Digital Signatures

🏦 Bank Details

👥 Additional Contacts

🏢 Branch Offices

Custom Client Fields

Admin Login

Client Master

Business Modules

Tender & Compliance Manager

Tender Register

Upcoming Deadlines

Bid Compliance Checklist

Add Tender

Tender Workspace

Documents required from client

Estimate / Consultancy Charges

Report preview / job completion checklist

Share & Communication

Portal Status Tracking

➕ Add New Client

Clients

📊 Reports & Advanced Search

Basic Information

Edit Basic Information

Add Licence / Registration

Licences & Registrations

Add Experience / Past Order

Past Orders

Add Turnover / Financial Record

Financial History

🔐 Private Document Upload

🔄 Renewal History

📋 Tender Management

💰 Accounts

🔐 Digital Signature & Authorized Signatory

Current Digital Signatures

🏦 Bank Details

👥 Additional Contacts

🏢 Branch Offices

Custom Client Fields

Share Tender Report

Report Studio

Brand identity

Visual theme

Report layout

Section visibility – Full Tender Report

Generate Client 360° PDF