Enter a Reconciled Quote for a Tenderer

When a tenderer submits their tender, you can enter their reconciled quote, including any notes, against the work package.

To enter a reconciled quote for a tenderer:

  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. Click to expand the work package that you want to modify.
  4. On the Organizations tab, click for the recipient that you want to add a quote for.
  5. In the Reconciled Quote field, enter the quote value.
  6. In the Quote Notes field, enter any supporting notes about the quote.
  7. Click Save Details.