Configure a Package Invite Form that must be completed by your bidders prior to Issuing the Package to them. You can use this as part of your vetting process before Issuing package to bidders.
Enable Invite Option
1. To configure this go to Project Settings from the Tender Dashboard.
2. Then go to the Package Config tab in the Config Wizard.
3. And then Enable the Invite option.
Select Form Type
You must Select a Form that will be sent to the Bidder as the Tender Invite.
Configuring Default Text
You can also configure the text in the email subject that goes out when the Package Invite is Sent. Along with the text for the email subject when the Package is eventually issued.
Additionally, you can also configure the text of the actual email by clicking on the Configure Default Email text button.
From here you can edit the text as shown below.
From June 2019, you can configure a Package Invite Form that must be completed by your bidders prior to Issuing the Package to them. You can use this as part of your vetting process before Issuing package to bidders.
Enable Invite Option
1. To configure this go to Project Settings from the Tender Dashboard.
2. Then go to the Package Config tab in the Config Wizard.
3. And then Enable the Invite option.
Select Form Type
You must Select a Form that will be sent to the Bidder as the Tender Invite.
Configuring Default Text
You can also configure the text in the email subject that goes out when the Package Invite is Sent. Along with the text for the email subject when the Package is eventually issued.
Additionally, you can also configure the text of the actual email by clicking on the Configure Default Email text button.
From here you can edit the text as shown below.
