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To enable company admins to be a status closer - simply tick the option under the document type config.
Status action buttons - Requires comment option
Added a configuration option to status action buttons: Requires Comment.
With this option turned on you can force a user to enter a comment prior to clicking on the Status Action button. This applies to the Response Window
On Dashboards, there will be a pop up alerting you that a comment is required.
Via Email Response.
Status Action Buttons - Currency and Number field criteria
Number and Currency fields have been added to the status action button criteria list.
You can configure the same field more than once to support configuring numbers between two others.
Internal Comments - Default / Forced per Status
A new config option has been added to support forcing Internal Comments.
To use this configuration, first turn on the Internal comments option in the form type configuration
Once this is done, go to the status config editor page and click on the Pub/Internal Comments tab
On this page you can configure the default comment type, whether it is a public or an internal comment. And also configure it to be forced so that users cannot change the type when they are adding a comment to a form
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Publication Space
Display user field codes in DTX and TX reference numbers
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Weight assigned to each row item
Bidder View
Bidder sees weights per section but not weights for individual rows
Bidder can fill out the questions when submitting a bid
Evaluation Report and Scoring
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Estimators can review the bids and score the responses out of 10
The scores will be used along with the weights provided to calculate a total and a percentage for each bidder.
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You can toggle the comments section by clicking on the Show Comments switch.
Customise who can accept and award packages
With this release, you have more control over who can accept and award packages.
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Additional PDF files in the recommendation form
Added configuration option to select PDF inclusions when generating a Tender Recommendation form.
These options can be found under Tender Settings - Award Packages.
The options available are.
- Package PDF (with Questions and Answers )
- Bidders Submission PDF (with any configured forms)
- Bidder Submission Attachments
- Bid evaluation PDF
- Bid evaluation Excel
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Defects
Ability to respond to Defects from a Shared List
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