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Bid management & leveling

Bid management & leveling

Manage bid packages, price requests and bid leveling

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10 articles in this collection
Written by Caroline Basecqz

Make a first price request in 5 steps

How do I create a project, attach documents and items and send my price requests?
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Written by Caroline Basecqz
Updated over a week ago

Add/remove documents by bid package

How to add/remove documents by bid package
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Written by Caroline Basecqz
Updated over a week ago

Add and associate items to a bid package

How to add, edit and associate items to bid requests, before or after sending?
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Written by Caroline Basecqz
Updated over a week ago

Upload your BOQ's

Upload your items, titles, descriptions and detailed quantities from an excel file
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Written by Caroline Basecqz
Updated over a week ago

Add or delete a bid package in a project

How to add or delete a bid package in a project
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Written by Caroline Basecqz
Updated over a week ago

Ask one or more companies for prices

How to send requests for quotes, for a submission deadline?
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Written by Caroline Basecqz
Updated over a week ago

Send individual or group reminders and messages

How to send reminders to bidders?
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Written by Caroline Basecqz
Updated over a week ago

Manage the price request made to a company

Status, activity flows, notes, calls, documents and contacts related to a company's price request
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Written by Caroline Basecqz
Updated over a week ago

Responding to a price request

How do I respond to a quote request, download documents and ask a question?
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Written by Caroline Basecqz
Updated over a week ago

Edit, complete & analyse the comparison

How to manage the comparison, request a review, select the best offer, download it and print the comparison?
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Written by Caroline Basecqz
Updated over a week ago