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Pre-Approval FormObtain approval prior to issuing the tender package. |
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Requires Package ApprovalPush a predefined group/s existing in the current project to another project/s. |
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Configure Approval Form TypeConfigure the form type you will use for approval. |
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Configure Create Package Toolbar OptionConfigure a button to appear on the toolbar. |
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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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| 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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Set Up of Schedule of RatesIf enabled the tenderer is required to fill in a schedule of rates. |
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Create Price SubmissionsEnable or disable price submissions. If enabled the tenderer is required to fill in a price submission. |
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| Set Up of Internal Amount||||||
If enabled the price submission will have an internal amount required column. |
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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. |
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| Set Up of Internal Amount||||||
If enabled a progress bar will be shown in the package progress tab. |
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| Set Up of Custom Fields||||||
Set up custom user fields that will be displayed on the package details page. |