Skip to main content
Filter presets let you save your current combination of search, filter, and sort settings so you can reapply them with a single click. This is useful when you regularly search for the same types of RFPs.

​
Creating a preset

1

Set your filters

Configure the search bar, sort order, and filter controls on the Discover page to match your desired criteria.
2

Save the preset

Click the Save button in the filter bar. Enter a descriptive name for the preset (e.g., “Food service - open only” or “My state - closing soon”).
3

Confirm

Click Save in the dialog. Your preset is stored and available from the preset dropdown.

​
Loading a saved preset

Open the preset dropdown in the filter bar and select a saved preset. All search, filter, and sort settings are applied immediately.

​
Deleting presets

To remove a preset, open the preset dropdown, hover over the preset you want to delete, and click the delete icon.

​
Use case examples

Here are some effective preset combinations to get you started:
  • “Open food service” — Only Open enabled, Item Temperature set to Frozen and Refrigerated
  • “Closing this week” — Only Open enabled, sorted by Due Date
  • “Matching my products” — Match User Items enabled, Only Open enabled (Full mode)
  • “New opportunities” — Only Open enabled, sorted by Posted Date (newest first)