Send an Invitation to Tender

After you have linked the relevant subcontractors and documents to a work package, you can send it out for tender.

To send an invitation to tender:

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. To ensure the work package includes the latest versions of the attached documents, click on the header row of the work package that you want to send for tender.
   • If all attached documents are up to date, the following message displays: 'All documents are up to date'. Click OK to return to the Sub Contract Tendering page.
   • If one or more attached documents are not up to date, they are displayed in a new window. You deselect any documents that you do not want to update to the latest versions, and then click Update To Latest to update the selected documents. Then, on the Confirm Document Renditions To Add window, click Add Documents.
4. When you are ready to send the work package for tender, click on the header row of the work package.
5. On the Send Invitation To Tender for Workpackage window, select the check box of each recipient that you want to submit the tender to.
6. Click Send Tender.

If the selected transmission method is hard copy for any of the subcontractor organizations, you must now print and send the linked tender documents to the selected contact(s).