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Pre-Approval of Tender Packages

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Pre-Approval Form

Obtain approval prior to issuing the tender package. 



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Requires Package Approval

Push a predefined group/s existing in the current project to another project/s. 



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Configure Approval Form Type

Configure the form type you will use for approval. 



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Configure Create Package Toolbar Option

Configure a button to appear on the toolbar. 






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Confidentiality Agreement

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Set Up a Confidentiality Agreement

Set up a confidentiality agreement for tenderers to sign prior to receiving documents. 




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Invitation to Tender

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Set Up of Invitation to Tender

Set up an invitation to tender to be completed prior to sending out the package to tenderers. 




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Schedule of Rates

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Set Up of Schedule of Rates

If enabled the tenderer is required to fill in a schedule of rates.  




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Price Submissions 

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Create Price Submissions

Enable or disable price submissions.  If enabled the tenderer is required to fill in a price submission. 

















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Internal Amount Required

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Set Up of Internal Amount

If enabled the price submission will have an internal amount required column. 


Submission Form Progress

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Display Submission Form Progress

Set up which form the creator of the tender is to use to create a scope of works.  


Internal Amount Required

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Set Up of Internal Amount

If enabled a progress bar will be shown in the package progress tab.  


Custom Fields for a Package

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Set Up of Custom Fields

Set up custom user fields that will be displayed on the package details page.