Last updated: September 30, 2026

Signing Up for a Free Trial: Step-by-Step Guide

Follow this comprehensive guide to start your Tender Manager free trial and set up your automated tender desk in minutes—no credit card required.

1. Initiate Your Trial Registration

From the main homepage or pricing overview, click the Start Free Trial or Get Started Free button. This opens the instant trial onboarding wizard.

2. Enter Company & Contact Information

Complete the basic business verification fields:

Full Name & Role: Enter your full name and job title (e.g., Tender Administrator, Procurement Specialist, Managing Director).
Corporate Email: Provide a valid company email address. This serves as your primary workspace login and alert recipient.
Company / Entity Name: Enter your registered company name so your tender templates, headers, and workspace files are branded automatically.
Phone / WhatsApp Number: Add your primary contact number for instant high-priority tender notifications and verification.
Secure Password: Choose a strong account password (minimum 8 characters).

3. Set Up Your Industry & Discovery Matching

Configure your smart filters to instantly populate your dashboard with relevant tenders:

Primary Industry Categories: Select your operating sectors (e.g., Construction, ICT & Software, Medical Supplies, Security Services, Logistics, Cleaning & Facilities).
Geographic Regions & Municipalities: Choose whether you target National bids, specific provinces (Gauteng, Western Cape, KZN, etc.), or municipal departments.
Target Keywords & CIDB Gradings: Add specific terms to focus your live intelligence feed on contracts matching your capacity.

4. Verify Email & Instant Workspace Activation

Once submitted, an activation email will be delivered to your inbox with the subject "Verify Your Tender Desk Free Trial". Click Activate My Free Trial to instantly unlock your account. No payment credentials or credit cards are required upfront.

5. Workspace Tour & First-Time Onboarding

Upon logging in to your dedicated Client Portal (/client/), you will be guided through a 3-step rapid setup:

Live RFQ Feed: Review active tenders sourced directly for your chosen categories.
Case Import: Import your first RFQ into the Case Management Tracker to monitor deadlines and compliance requirements.
Alert Triggers: Activate instant WhatsApp and email alerts for real-time bid discovery.

Seamless Upgrade: You can upgrade at any time to the Starter, Professional, or Enterprise plans via Client Portal > Billing without losing any tracking data, active cases, or saved search profiles.