Help Center — Trueleveler

Frequently Asked Questions

How do I upload a document?

▼

Click "Select Files" or drag and drop files into the upload area. You can also paste text directly into the text field. We accept PDF, Excel (XLSX/XLS), Word (DOCX), CSV, and plain text.

How do I compare documents?

▼

Select the Document Comparison engine from the dashboard. Choose a comparison mode (PO vs Quote, Quote vs Invoice, or PO vs Invoice), upload both documents, and click "Run Analysis". The AI will identify mismatches, missing items, and extras between the two documents.

How do I review a contract?

▼

Select the Contract Review engine, upload your contract (PDF or DOCX), and click "Run Analysis". The AI will identify risk clauses, assign severity levels (high, medium, low), and provide negotiation recommendations for each flagged clause.

How do I export my results?

▼

After any analysis completes, use the export toolbar at the top of the results. You can export as PDF, Excel (XLSX), or CSV. You can also email the report directly to colleagues or print a formatted report.

Is my data safe?

▼

Yes. Your documents are never stored. Files are transmitted over TLS 1.3, processed entirely in server memory, and discarded immediately after the analysis completes. All data at rest is encrypted with AES-256. We are GDPR and CCPA compliant.

What jurisdictions do you support?

▼

Contract Review supports jurisdiction-specific analysis for 14 jurisdictions, including all 50 U.S. states (grouped by legal framework), UK, Canada, Australia, UAE, Saudi Arabia, and the EU. The AI tailors its risk assessment based on local construction laws and regulations.

How accurate is the AI?

▼

The AI is highly accurate for structured procurement documents. It uses advanced language models trained on construction and procurement data. However, we always recommend reviewing the AI's output before making final decisions. The AI highlights uncertainties and flags items that need human verification.

How do I cancel?

▼

You can cancel your subscription at any time from Settings > Account > Cancel Subscription. Changes take effect at the end of your current billing period. To delete your account entirely, go to Settings > Data & Privacy > Delete Account, or email support@trueleveler.com.

Getting Started

Creating your account

Visit trueleveler.com and click Get Free Analysis or Sign In. You can sign up with your email address and a password. No credit card is required for the free Starter plan.

Choosing your first engine

After logging in, you will see the main dashboard with five engine cards across the top. Each engine handles a different procurement task:

RFQ Generator — create requests for quotes from a scope of work
Bid Leveling — compare vendor bids side by side
Document Comparison — cross-check POs, quotes, and invoices
Contract Review — analyze contract risk and clauses
Bid Scope Compliance — verify a vendor bid covers your full spec

Click any engine card to switch to it. The upload area below will change to match that engine's requirements.

Understanding the dashboard

The dashboard layout is straightforward: engine selector at the top, file upload area in the middle, and results below. On the left sidebar you will find access to Projects, Vendor Database, Settings, and Activity Log. The top-right corner has your language selector, currency picker, and account menu.

Your first analysis (step by step)

Select an engine (for example, Document Comparison).
Upload your documents by dragging files into the upload area or clicking to browse. Supported formats: PDF, XLSX, XLS, CSV, DOCX.
Click Run Analysis. The AI will process your documents in seconds.
Review the results table, AI recommendation, and risk flags.
Export results as PDF, Excel, or CSV, or email the report directly.

Using sample data to test

Each engine includes a Try with sample data button below the upload area. Click it to load pre-built test documents so you can explore the results without uploading your own files. Sample data is available for Document Comparison, Bid Leveling, and Contract Review.

Tip: Sample data runs do not count against your monthly analysis limit.

Engines

Trueleveler offers five AI analysis engines, each designed for a specific procurement workflow. Click on any engine below to learn more.

Bid Leveling

▼

What it does

Bid Leveling takes multiple vendor quotes for the same scope of work and creates a normalized, side-by-side comparison. The AI identifies price discrepancies, missing line items, quantity mismatches, and risk flags across all bids so you can make an informed award decision.

How to upload vendor quotes

Upload two or more vendor bid documents. Supported formats:

PDF XLSX / XLS DOCX CSV

The AI will automatically detect vendor names, line items, quantities, and unit prices from each document. You can upload up to 10 vendor bids in a single analysis.

Understanding the results table

The results table shows each line item across all vendors, with columns for:

Item description — normalized line item name
Quantity and unit — as quoted by each vendor
Unit price and extended price — per vendor column
True cost — total cost including alternates, exclusions, and allowances
Risk flags — price outliers, missing items, quantity mismatches

The lowest-price vendor for each line item is highlighted in green. The overall recommended vendor is shown in the AI Recommendation card at the top of the results.

AI recommendation explained

The AI recommendation card provides a narrative summary covering: total bid comparison, price competitiveness, coverage completeness, lead times, and any risks or caveats. It also calculates potential savings from splitting the award across vendors (cherry-picking the best price per line item).

Setting tolerance levels

In Settings > Mismatch Tolerance, you can set how sensitive the analysis should be when flagging price differences. A lower tolerance (e.g., 5%) flags smaller discrepancies; a higher tolerance (e.g., 15%) only flags major outliers.

Vendor scoring

After the analysis, each vendor receives a score based on five categories: price competitiveness, scope coverage, bid completeness, lead time, and overall reliability. Scores range from 1 to 5 stars and are saved to your Vendor Database for future reference.

Document Comparison

▼

Comparison modes

Document Comparison supports three modes, each tailored to a specific procurement workflow:

PO vs Quote — verify that a purchase order matches the original vendor quote. Catches price changes, quantity adjustments, and missing or added items between the quote you approved and the PO you received.
Quote vs Invoice — cross-check an invoice against the quote to detect overbilling, extra charges, or missing credits.
PO vs Invoice — reconcile an invoice against the purchase order to ensure you are only paying for what was ordered at the agreed prices.

Select the mode using the tabs above the upload area before uploading your files.

Understanding mismatches, missing items, and extras

The results table categorizes every line item as:

Match — identical in both documents
Mismatch — present in both but with different prices, quantities, or descriptions
Missing — present in the source document but absent from the comparison document
Extra — present in the comparison document but not in the source

Overbilling detection

When comparing quotes to invoices, the AI automatically flags any line items where the invoiced amount exceeds the quoted amount. The total overbilling amount is displayed prominently at the top of the results.

Grand total reconciliation

At the bottom of every comparison, a grand total reconciliation box shows the totals from both documents, the difference, and the percentage variance. This provides a quick sanity check before diving into line-item detail.

Contract Review

▼

What it analyzes

Upload any construction contract, subcontract agreement, or master service agreement. The AI reads the full document and identifies every clause that could affect your risk, cost, or obligations.

Risk levels

Each flagged clause is assigned a risk level:

High — clauses that could result in significant financial or legal exposure (e.g., unlimited liability, pay-if-paid, broad indemnification)
Medium — clauses that may be unfavorable but are negotiable (e.g., short cure periods, one-sided termination rights)
Low — standard clauses that are generally acceptable but worth reviewing

Clause categories

The AI categorizes clauses into industry-standard groups including:

Payment terms and retention
Liability and indemnification
Termination for cause / convenience
Change order procedures
Insurance requirements
Dispute resolution and arbitration
Liquidated damages
Warranty and defects liability
Force majeure
Assignment and subcontracting

Jurisdiction-aware analysis

Negotiation recommendations

For each flagged clause, the AI provides a specific negotiation recommendation: suggested alternative language, reference to industry standard (e.g., AIA, ConsensusDocs, NEC), and the likely impact on your position if accepted as-is.

RFQ Generator

▼

Uploading a scope of work

Upload your project specifications, scope of work, or bid documents. The AI will extract the requirements and generate a structured request for quotation.

PDF XLSX / XLS DOCX

What the AI generates

The RFQ Generator produces a complete, professional RFQ document including:

Project overview and scope summary
Line-by-line item list with quantities and units
Submission requirements (format, deadline, contact info placeholders)
Evaluation criteria
Terms and conditions framework

Editing the generated RFQ

After generation, you can edit any section directly in the app. Add or remove line items, adjust quantities, modify descriptions, and customize the submission instructions before exporting.

CSI division structure

The AI organizes line items using the CSI MasterFormat division structure (e.g., Division 03 — Concrete, Division 09 — Finishes). This ensures your RFQ follows industry-standard organization that vendors are familiar with.

Bid Scope Compliance

▼

Uploading spec + vendor bid

Upload two documents: your project specification (or scope of work) and the vendor's bid response. The AI will cross-reference every requirement in the spec against the vendor's submission.

Understanding coverage results

Each spec requirement is classified as one of four statuses:

Covered — the vendor's bid fully addresses this requirement
Partial — the vendor addresses this requirement but with differences in scope, quantity, or specification
Missing — the vendor's bid does not address this requirement at all
Extra — the vendor included items not in the original spec

Pricing gap analysis

Where pricing is available, the AI calculates a pricing gap analysis showing how the vendor's quoted prices compare to expected market rates and any budget estimates in the spec.

Pre-submission verification

Use Bid Scope Compliance before submitting your own bids to verify you have not missed any requirements. Upload your draft bid against the owner's spec to catch gaps before the deadline.

Exports & Reports

After running any analysis, use the export toolbar at the top of the results area to download or share your findings.

PDF export

Click Export PDF to generate a formatted report with your company logo (if uploaded), the analysis results table, AI recommendation, and all risk flags. The PDF is print-ready and suitable for sharing with project stakeholders.

Excel export

Click Export Excel to download an .xlsx file with all line items, vendor data, pricing, and flags in a structured spreadsheet. This is ideal for further manipulation, pivot tables, or importing into your existing cost tracking tools.

CSV export

Click Export CSV for a lightweight, universal format that can be opened in any spreadsheet application or imported into databases and ERP systems.

Email Report

Click Email Report to send the analysis results directly to one or more email addresses. Enter the recipient addresses, add an optional message, and the system will deliver a formatted report via email. The recipient does not need a Trueleveler account to view it.

Printing reports

Click Print Full Report to open the browser print dialog. The report is optimized for printing with proper page breaks, hidden UI elements, and clean formatting.

Reviewer sign-off workflow

For formal review processes, you can add a reviewer name in Settings. When set, exported PDFs and printed reports include a sign-off block with the reviewer name, signature line, and date field. This is useful for internal approval workflows where a senior estimator or project manager needs to formally approve the analysis.

Vendor Management

Trueleveler includes a built-in vendor database that stores and tracks all vendors across your analyses.

Adding vendors

Vendors are automatically added to your database when they appear in an analysis. You can also manually add vendors from the Vendor Database panel by clicking Add Vendor and entering their company name, contact information, and trade/specialty.

Importing vendors from CSV

To bulk-import vendors, prepare a CSV file with columns for vendor name, email, phone, trade, and any other details. Click Import CSV in the Vendor Database panel and upload your file. The system will map columns automatically and let you review before importing.

Vendor ratings (5 categories)

Each vendor is rated across five categories on a 1–5 star scale:

Price competitiveness — how their pricing compares to market averages
Scope coverage — completeness of their bids relative to the spec
Bid completeness — quality and detail of their submissions
Lead time — delivery speed and reliability
Overall reliability — aggregate performance score

Ratings are updated automatically after each analysis and can also be adjusted manually.

Prequalification status

Mark vendors as Prequalified, Pending, or Not Qualified. Prequalified vendors are highlighted in future analyses and can be filtered for in the vendor search.

Vendor search and filtering

Use the search bar in the Vendor Database to find vendors by name, trade, rating, or prequalification status. Filters can be combined to narrow results (e.g., "all prequalified electrical vendors rated 4+ stars").

Merging duplicate vendors

If the same vendor appears under different names (e.g., "ABC Electric" and "ABC Electrical Services"), select both entries and click Merge. The system will combine their history, ratings, and analysis records into a single entry. You choose which name to keep as the primary.

Projects & Organization

Creating projects

Click New Project in the sidebar to create a project. Give it a name (e.g., "Downtown Office Tower" or "Highway Bridge Rehab") and optionally add a description and deadline. Projects serve as containers for grouping related analyses.

Saving analyses to projects

After running an analysis, click Save to Project to associate the results with a project. You can also move analyses between projects later. Each saved analysis retains its full results, AI recommendation, and export history.

Project folders

Within a project, analyses are organized by engine type (Bid Leveling, Document Comparison, etc.) with color-coded labels for easy identification. You can sort by date, engine type, or name.

Activity timeline

Each project has an activity timeline showing all actions: analyses run, exports generated, vendors detected, and settings changed. This provides a complete audit trail for project oversight.

Audit log

The account-level audit log (accessible from Settings) records all user actions across all projects. This is particularly useful for Business and Enterprise plans where multiple team members collaborate on the same account.

Settings & Preferences

Language selection (15 languages)

Trueleveler supports 15 languages: English, German, French, Spanish, Portuguese, Norwegian, Swedish, Danish, Dutch, Italian, Polish, Japanese, Chinese, Arabic, and Korean. Change the language from the language picker in the top bar. The entire interface, including AI-generated results, will render in your selected language.

Currency conversion (34 currencies)

Click the currency button in the top bar to select from 34 supported currencies including USD, EUR, GBP, CAD, AUD, CHF, NOK, SEK, DKK, JPY, CNY, AED, SAR, BRL, MXN, and more. Exchange rates are updated automatically. A rate indicator shows whether you are using live, cached, or fallback rates.

Dark / light mode

Toggle between dark and light themes from the Settings panel. Your preference is saved locally and persists across sessions. The default theme is dark.

Mismatch tolerance level

Set the sensitivity for price mismatch flagging. Lower values (e.g., 5%) will flag more differences; higher values (e.g., 15%) only flag significant discrepancies. This setting applies to both Document Comparison and Bid Leveling engines.

Email notifications

Enable or disable email notifications for analysis completion, export delivery, and account activity. Configure these in the Settings panel under Notifications.

Market data opt-in

Optionally opt in to market data features. When enabled, the AI can reference anonymized market pricing benchmarks in its recommendations. Your own data is never shared — market data is aggregated and anonymized across the platform.

Account & Billing

Subscription plans

Trueleveler offers four plans:

Starter (Free) — 1 analysis per month, 100 MB file storage, 30-day result retention. Perfect for trying out the platform.
Pro — 200 analyses per month, 5 GB storage, unlimited retention, all engines, priority processing.
Business — 1,000 analyses per month, 25 GB storage, team seats, admin controls, audit log, and custom branding.
Enterprise — unlimited analyses, dedicated support, SSO, custom integrations, SLA, and on-premise deployment options. Contact sales for pricing.

Upgrading your plan

Click Upgrade in the account menu or visit the Pricing section. Payment is handled securely through Stripe. You can upgrade or downgrade at any time; changes take effect immediately and are prorated.

Managing team seats (Business / Enterprise)

Business and Enterprise plans support multiple team members. The account owner can invite team members by email, assign roles (Admin, Member, Viewer), and manage permissions from the Team settings panel.

Exporting your data

You can export all your data at any time. Go to Settings > Data & Privacy > Export Data to download a JSON archive containing your account profile, saved analyses, vendor records, project data, and activity log.

Deleting your account

To delete your account, go to Settings > Data & Privacy > Delete Account, or email support@trueleveler.com with the subject "Erasure Request." All data will be permanently deleted within 14 days. Billing records required by law may be retained for up to 7 years.

Data Processing Agreement

For organizations that require a DPA for GDPR compliance, a signed Data Processing Agreement is available at /dpa. Enterprise customers can request a custom DPA tailored to their requirements.

Security & Privacy

How documents are processed

Your documents are never stored. Files are transmitted over TLS 1.3, processed entirely in server memory, and discarded immediately after the analysis completes. No documents are written to any database, object storage, or log file.

Data encryption

All data in transit is encrypted with TLS 1.3. Data at rest (account information, saved analysis results) is encrypted using AES-256 via Supabase's managed infrastructure on AWS.

Row-level security

Trueleveler uses Supabase row-level security (RLS) to ensure that every database query is scoped to your account. No user can access another user's data, even at the database level. API keys are managed server-side and never exposed to the browser.

GDPR compliance

Trueleveler is fully GDPR-compliant. You have the right to access, rectify, erase, and port your data at any time. For details, see our Privacy Policy — GDPR section.

CCPA compliance

California residents have additional rights under the CCPA, including the right to know, delete, and opt out of data sales (Trueleveler does not sell personal data). See our Privacy Policy — CCPA section.

SOC 2 status

SOC 2 Type II audit is in progress with a target completion of Q3 2026. The audit report will be made available to Enterprise customers upon request once completed.

Troubleshooting

"Analysis failed" — common causes

File is too large — Starter plan supports files up to 100 MB; Pro and above support up to 5 GB per file.
Scanned PDF without OCR — if your PDF is a scanned image, the AI may not be able to extract text. Try re-saving the document with OCR enabled, or convert it to a text-based PDF first.
Corrupted file — try re-exporting the file from the source application (e.g., re-save from Excel or re-print to PDF).
Network timeout — large documents may take longer to process. Ensure you have a stable internet connection and wait for the progress indicator to complete.

File format issues

Supported formats by engine:

All engines: PDF, XLSX, XLS, DOCX
Bid Leveling & Document Comparison: also accepts CSV

Unsupported formats include .doc (legacy Word), .numbers, .pages, image files (.jpg, .png), and password-protected files. Convert to a supported format before uploading.

Large document handling

For very large documents (100+ pages), consider splitting the document into smaller sections before uploading. The AI processes documents more accurately when the content is focused on the relevant scope.

Browser compatibility

Trueleveler works best on modern browsers:

Google Chrome (recommended) — version 90+
Mozilla Firefox — version 90+
Microsoft Edge — version 90+
Safari — version 15+

Internet Explorer is not supported.

Clearing cache

If you experience display issues, stale data, or unexpected behavior:

Clear your browser cache and cookies for trueleveler.com.
Open your browser's developer console (F12) and clear localStorage.
Hard refresh the page (Ctrl+Shift+R on Windows, Cmd+Shift+R on Mac).
If the issue persists, try a different browser or incognito/private window.

Contact Support

Email

For any questions, issues, or feedback, email support@trueleveler.com. We are here to help.

Response times by plan

Starter — best-effort response within 48 hours
Pro — response within 24 hours on business days
Business — response within 8 hours on business days
Enterprise — dedicated support with 2-hour response SLA, plus a named account manager

Bug reporting

If you encounter a bug, please include the following in your email:

A description of what happened and what you expected to happen
The engine you were using
Your browser name and version
A screenshot or screen recording if possible
The file format and approximate size of the document(s) you uploaded (do not send the actual documents unless requested)

Feature requests

Have an idea for a new feature or improvement? Email support@trueleveler.com with the subject "Feature Request" and describe your use case. Feature requests are reviewed regularly and help prioritize the product roadmap.

Security issues: For security vulnerabilities or data concerns, email support@trueleveler.com. We aim to respond to security reports within 24 hours.