Company profile

The company profile is the legal identity of the organization behind your team. You must complete it—together with banking information and legal representative—before creating your first pursuit, so Tendersight has the data it needs to auto-fill authority forms, generate proposal

Summary

The company profile is the legal identity of the organization behind your team. You must complete it—together with banking information and legal representative—before creating your first pursuit, so Tendersight has the data it needs to auto-fill authority forms, generate proposal documents, and populate compliance outputs from day one inside the pursuit workspace.

Overview

What this is

The company profile stores who your bidding entity is on paper:

Registered legal name and address
Contact details (phone, fax, email)
Trade registry, registration number, and VAT code

It lives inside Team settings, not as a separate page. The section title is Company profile, with the subtitle: "General information regarding the legal entity that is behind this team."

Why it must be done before creating a pursuit

When you create a pursuit, Tendersight immediately begins preparing bid outputs that reference your organization:

Without company profile	What goes wrong
Document auto-fill	Authority form fields are left blank or show a "complete" placeholder where your company name or VAT should appear
AI document filler	Warning: "The filler will skip some fields because this team is missing: Company profile."
Generated offers (technical, financial, general)	Header blocks missing legal name and tax identifiers
Dashboard assistant	Cannot accurately read or update your organization when you ask about team settings
Team overview checklist	Configure team settings remains incomplete; Start a pursuit should not be your next step

The recommended onboarding order on Team overview → Getting started is explicit:

Configure alerts
Invite your team (optional)
Configure team settings ← company profile + legal representative + banking
Import inventory
Start a pursuit

Step 3 exists precisely so step 5 has data to work with.

Important: "Team settings complete" means all three sections have been saved at least once: Company profile, Legal representative, and Banking information. Complete all three before creating a pursuit—not just the company profile alone.

How to open company profile

Path	Steps
From team management	Select your team → inner sidebar Management → Settings
From app sidebar	Team section → Settings
From team overview checklist	Configure team settings → Open team settings
From document AI filler warning	Open team settings button (opens in new tab)
From Home assistant	Ask: "Show the company profile for my team" or "Update our VAT code"

The company profile is the second section in the settings grid (after Team name, before Company logo).

Layout — read view

Section header

Element	Position	Description
Cog icon button	Top-left of section header	Opens the edit form. Only visible after profile data has loaded.
Title	Header	Company profile
Subtitle	Below title	"General information regarding the legal entity that is behind this team."

Field list (read view)

Fields appear in a vertical list with a colored left border. Each row is clickable — click a row or the cog icon to edit.

#	Icon	Label	Filled state	Empty state
1	Building	Legal name	Shows legal name text	"No legal name"
2	Map pin	Headquarters	Street, number, and city	"No headquarters"
3	Phone	Phone number	Phone number	"No phone number"
4	Fax	Fax number	Fax number	"No fax number"
5	Email	Email	Email address	"No email"
6	Registry	Trade registry number	Registry code	"No trade registry number"
7	ID	Registration number	Registration number	"No registration number"
8	VAT	VAT code	VAT code	"No VAT code"

Headquarters display rule: Street, street number, and city are concatenated with commas. Empty parts are omitted. If all three are empty, you see "No headquarters".

Loading state

While fetching profile data, a loading placeholder replaces the field list.

Error state

If loading fails:

Message: "Something went wrong"
Retry action re-fetches the profile

The cog button and field list are hidden until data loads successfully.

How to edit — two equivalent ways

Both methods open the same side sheet. There is no separate inline edit per field.

Method 1: Click the cog icon

Locate the gear icon at the top-left of the Company profile section header.
Click it.
The Update company profile sheet slides in from the right.

Method 2: Click any field row

Click any row in the field list (legal name, headquarters, phone, fax, email, trade registry, registration number, or VAT code).
The same Update company profile sheet opens.
Keyboard: rows are focusable. Enter or Space also opens the sheet.

You do not edit fields in place on the read view. Every row and the cog icon are entry points to the sheet form.

Edit sheet — Update company profile

Sheet chrome

Element	Text
Title	Update company profile
Description	"Make changes to your profile here. Click save when you're done."
Close	Click outside, press Escape, or use Cancel

Form fields (every field documented)

All fields can be left empty in the form, but you should fill every field your tender procedures require before creating a pursuit.

Field label	Form control	Placeholder example	Validation
Legal name	Text input with building icon	e.g. ACME, Inc.	None
Headquarters	Text input with map icon	e.g. Focșani, Vrancea	City name
Street name	Text input with map pin icon	e.g. Blvd. Unirii	None
Street number	Text input with building icon	e.g. 9	None
Phone number	Text input with phone icon	e.g. xxxxxxxxxx	If provided: 6–20 characters; digits, +, spaces, dashes, parentheses, dots only
Fax number	Text input with printer icon	e.g. xxxxxxxxxx	None
Email	Text input	e.g. info@company.com	None
Trade registry number	Text input with scale icon	e.g. JXX/AAAA/BBBB	None
Registration number	Text input with hashtag icon	e.g. xxxxxxxx	None
VAT code	Text input with receipt icon	e.g. AAxxxxxxxx	None

Phone validation error message: "Please enter a valid phone number (6-20 characters, digits and formatting only)."

Button	Type	Behavior	While saving
Cancel	Ghost	Closes sheet without saving	Disabled
Save changes	Primary submit	Validates, saves, closes sheet on success	Disabled

What happens when you save

1. You save the form from the sheet.

2. On success:

- Sheet closes

- Toast: "Company profile updated"

- Description: "We will now be using the new information for your company."

- Read view refreshes with new values

3. On failure:

- Sheet stays open

- Toast: "Something went wrong"

- Description: "The company's profile couldn't be updated."

Saving is immediate and permanent for future document generation. Already-exported PDFs are not retroactively updated.

Where each field value comes from

Field	Typical source
Legal name	Manual entry; may match onboarding Organisation name
Headquarters / street / number	Manual entry; trade register extract
Phone / fax / email	Manual entry; company website
Trade registry number	Trade register (e.g. Romanian ONRC format J__/____/______)
Registration number	Company registration certificate
VAT code	Tax authority registration

Tendersight does not auto-populate company profile from market Companies directory records. You enter your own organization's data.

Where company profile data is used

Inside pursuits (primary)

Usage	When it applies
Document AI filler	Reads company profile to fill authority-uploaded PDF forms field-by-field
Generated offer templates	Technical, financial, and general offer PDFs print legal name and VAT in header blocks
Document template variables	Variables such as Company Name, Company Fiscal Identifier, Company VAT Code resolve from profile
Pursuit knowledge payload	Assistant and AI writers load team knowledge including company section when working inside a pursuit

If fields are missing at generation time, templates render the word "complete" (Romanian UI: "completeaza") as a visible placeholder telling users to finish settings.

Outside pursuits

Usage	Location
Team overview checklist	Marks Configure team settings complete when company + legal rep + bank sections exist
Dashboard notices	"Your team settings are incomplete" banner with link to settings
Home assistant	Tools: "Opening company profile", "Updating company profile", "Reading company profile"
Market statistics	Fiscal identifier on team may link to "our company" comparison charts
Team switcher avatar	Logo is separate section, but profile identifies the entity

Relationship to other settings sections

Company profile  ──┐Legal representative ──┼──► "Team settings complete" ──► Safe to create pursuitsBanking information  ──┘         │                                 ▼                          Document auto-fill works fully

Permissions

Action	Who
View company profile section	Any team member on Settings page
Edit company profile	Any team member (same page access policy)
Subscription gate	Some teams may need subscription upgrade to update settings ("A subscription upgrade is required to update team settings.")

Best practices

Complete all profile fields your country's tender procedures require—not only legal name.
Fill VAT code and trade registry number before first pursuit; they appear on almost every qualification form.
After any legal entity change (merger, VAT re-registration), update profile before generating new documents in open pursuits.
Use the same legal name as on your trade register; mismatches cause rejection by contracting authorities.
Complete legal representative and banking in the same settings visit.

FAQs

Can I create a pursuit with an empty company profile?

You should not. The product workflow requires team settings—including company profile—before starting a pursuit so auto-fill and generated documents have your legal data. The getting-started checklist enforces this order.

Do I edit each field separately on the settings page?

No. Clicking any field row or the cog icon opens one sheet with all fields.

Is fax still required?

Many authority forms still include a fax field. Fill it if your organization has one; leave empty if not applicable.

Does updating profile fix already-generated PDFs?

No. Regenerate documents after updating.

Is company profile the same as a market Company in Analytics?

No. Company profile is your organization. Analytics → Companies shows other bidders in procurement data.

Troubleshooting

Symptom	Cause	Action
All fields show "No …"	Never saved	Open sheet via cog or any row; fill and save
Cog icon missing	Profile still loading or load failed	Wait for the loading placeholder; use Retry on error
Phone save rejected	Invalid format	Use 6–20 chars; digits and standard phone formatting only
Filler skips company fields	Profile section empty in team settings	Save company profile; also check legal rep and bank
Checklist still incomplete after save	Other sections missing	Complete legal representative and banking too
"Complete" appears in generated PDF	Field was empty at generation time	Update profile; regenerate document

Company (two meanings explained)
Team settings
Banking information
Legal representative
Team overview
Create pursuit from notice
How information flows