Pre-Approval Form

Obtain approval prior to issuing the tender package. 

Requires Package Approval

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

Configure Approval Form Type

Configure the form type you will use for approval. 

Configure Create Package Toolbar Option

Configure a button to appear on the toolbar. 

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

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

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

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

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

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

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

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