When you are issuing a package which has a confidentiality agreement and you would like to have all bidders sign the agreement first before issuing the package to them you can choose the Save and Issue the Agreement option.
You can have bidders sign a Confidentiality Agreement prior to receiving tender package documents.
Save & Issue Agreement
1. Draft your tender package.
2. When ready click Issue.
3. The following warning will appear.
4. Choose Save & Issue Agreement.
5. What this does is to save the package as a Draft while issuing the Agreement document (TCA).
View Progress of Returned Agreements
To view the progress of bidders who have Returned the agreement click returned agreements from bidders Click on Edit and then go to the Select Bidders tab.
This will show you a new A column called "Agreement" which will become available and will indicate the status of whether they have returned the agreement or not returned agreements.
You can of course still view the progress at a higher level on the main Tender Dashboard.
Import Confidentiality Agreement on
...
Behalf of a
...
Bidder
Much like the ability to import an external bid on behalf of a bidder, you can now also import a confidentiality agreement material you may have received from sent you by a bidder outside of the iTWOcx system.
To do so go to the confidentiality agreement management screen click Upload
Select the files to upload
iTWO cx system.
1. On the tender dashboard Click on Summary.
2. Click on the Confidentiality Icon on the Company line.
3. Click Upload for the Company you wish to upload the confidentiality agreement for.
4. Select or drag and drop the files to upload.
5. Once uploaded you will be able to approve and issue the package to the bidder
