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Pre-Approval of Tender Packages

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

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

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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

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

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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

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

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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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Internal Amount Required

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

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Custom Fields for a Package

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

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