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In this method, you must go through the Approval process before being able to create a package.

Pre-Approval Process

1. Create the Approval Form by clicking on the + Icon.

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2. The Approval form is sent to the Approver.  Once they have Approved and submitted the form, the Create Package button will be Enabled to create the package.  Click here for how to create a tender package.

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The Bidder Contact User Field

This is a user field type that can be added to your Approval form so that Bidders can be added directly from your Tender Database. 

(Administrators click here for how to set up this user field).

The advantage of having the Bidders added to your Approval form, is that when creating the package, these bidders will automatically be added to your package. 

See below for Bidders added to the Approval form as Proposed Tenderers.

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Now when you click on Create the Tender Package the bidders will be automatically populated on your package.

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Budget Link User Field

This is a user field type that can be added to your Approval form. The user field will allow you to link your Approval form to a particular line item in the Budget you specify.

(Administrators click here for how to set up this user field).

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When Approval has been granted to Create the Tender Package, the Approved Budget amount from the line item linked on your form will be carried over to the Price Submissions tab.

This will allow you to validate the Price Submissions amount against your Approved Budget amount.  (The bidders do NOT see this budget amount).

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Recording Pre-Approval Form in the Package History

When a package is created from a pre-approval form, the package will record this as a history entry in the package history tab.

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