Contact Tenderers

You can send emails to selected tenderers to remind them to submit their responses against one or more work packages within a work package group.

To contact tenderers:

  1. Navigate to the project or enquiry.

    You can search for projects and enquiries using the Search Projects or Search Enquiries links in the Activity Zone. Projects and enquiries that you are linked to also appear on the History tab on your contact record, and in the Projects and Enquiries dashparts in the Personal Zone.

  2. Click the Tendering tab.
    If the Tendering tab is not visible, click more to display all available tabs.
  3. On the header row of the work package group, click .
  4. On the Contact Tenderers window, in the Companies To Contact section, select the check box of each organization that you want to contact.
  5. From the Select template list, select one of the following options:
    Option Description
    Enter Free Text Select this option to send a custom email. You use the Enter Free Text field to enter the message that you want to send.
    Tender Chase Overdue Email Select this option to send the default email template.
  6. Click Send Email.