In 5 steps:

  1. On the home page, click "+ Projects" to create the first one

  2. Access to the "Documents" of the "Bid management" menu of your project to upload the documents to be shared with the bidders. Once uploaded, select one or more documents to assign by clicking on "Link to bid package". Missing bid packages can be added. Each document assigned to a bid package will be sent with the price request.

  3. In the "Job items" of the "Bid management" menu, import your BOQ and select one or more job items to assign to a bid package. If necessary, modify each item via the "..." on the right of the line or add options/variants to each job item by clicking on "+Article".

  4. All bid packages used in the documents and/or BOQ will appear in the "Bid packages" of the "Bid Management" menu. When accessing to each bid package, indicate the relevant information before going to the "Bidders" to add companies to invite.

  5. Select the companies added to the bid package and click on "Invite"! Companies will receive a price request by email, with a private link to access to get informations, download documents, ask questions and submit their offer. On the "Bid packages", you will track in real time each bid requests (open, accepted, ...), while sending a reminder to those that are late, until you receive the offers in the bid leveling tool.

More information:

How to associate a document to a bid package?
How to upload a BOQ?
How to associate items to a bid package?
How to ask one or more companies for a price?
How to import a list of contacts and companies?

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