Getting started
Tender module overviewWhat a tender is for, which stages it goes through and where things are on the screen. A short tour before you start.Read Tender types and which one to chooseSealed bid or open auction, with or without pre-qualification? The difference between the four setups and which suits which purchase.Read Who can do whatWho in your company sees tenders, who runs them and who changes the owner.Read
Creating a tender
Open your first tenderThe three steps of the New Tender wizard: format, details, items. The tender is first set up as a draft; nothing is sent to suppliers yet.Read Auto-fill from a specificationUpload your specification and the title, description, currency, items and, in a sealed bid, suggested criteria are filled automatically.Read Opening a tender from a requestTake a request in the quote collection stage to tender. The items come from the request, and the result is written back to the request when a winner is selected.Read Currency and ceiling priceWhich currency bids are collected in, opening other currencies to suppliers, and setting a visible or hidden ceiling price.Read Items and documentsBuilding the item list, the rule on items without a quantity, which documents can be uploaded, and changing documents after publishing.Read
Preparing to publish
Inviting suppliersThe invite list is built in draft, and emails go to everyone at the same moment when you publish. Suppliers do not create an account or set a password.Read Evaluation criteria and weightsIn a sealed bid, score bids not only on price but also on criteria such as technical competence. The rules and how the price score is calculated.Read Commercial terms: payment, delivery, shippingSee the supplier's payment terms, delivery time, shipping and warranty in the bid table and weigh them with criteria.Read Bid validity period and bid bondSet how long bids remain binding and whether you require a bid bond letter.Read Pre-qualification questionsPrepare the questions you will ask suppliers before bidding: text, yes/no, file or rating.Read Pre-publish check and publishingWhat must be complete before publishing, what the check catches and what happens when you click the button.Read
While the tender runs
Managing pre-qualificationReview the answers, approve suppliers or reject them with a reason, then choose the bid deadline and start the tender.Read How sealed bids workBids are not visible to anyone until the bid deadline, including you. When the envelope opens and what changes when it does.Read How open auctions workSuppliers see a live ranking and bring their prices down. Auction rules, last-minute extension and what to do when time is up.Read Publishing an addendumAn addendum lets you clarify, add or replace documents and extend the deadline in a published tender. It cannot be undone or edited.Read Questions and answers: FAQ and MessagesWhere to answer supplier questions: an answer that concerns everyone goes to the FAQ, a matter specific to one supplier goes to Messages.Read Notifications to suppliers and to youWhich email the supplier receives for which event, and which notification you receive.Read
Evaluation and decision
Reading received bidsThe bid card in the Received Bids tab: price, score, badges and the Details area.Read Correcting bid terms and reading them with AIIf a supplier's payment terms, delivery, shipping or warranty details are missing or wrong, correct them; optionally let AI read the bid note and documents and suggest values.Read Scoring bidsGive manually scored criteria a score between 0 and 100. The price score is calculated automatically, and scores are not shown to suppliers.Read Starting a new roundAfter the envelope opens, ask the suppliers you choose for a better price. Who is called, what the supplier sees and which rules apply.Read Selecting the winnerAward all items to a single supplier or decide each item separately. A reason is required and the decision cannot be undone.Read Award record, activity log and cancellationThe PDF award record of a concluded tender, the record of every step and the rules for cancelling a tender.Read How to read tender reportsNegotiation gain, competition, time to award and supplier participation: what each figure in Reports means.Read