The Upload tender dialog starts a new tender from a bill of quantities. Open it with Upload tender at the top right of the Tenders page. The dialog has three steps, shown as a stepper across the top: 1 Upload, 2 Review, 3 Match policy.
Step 1 — Upload
-
BOQ workbook — the bill of quantities file. Required. Drop it on the area or select the area to browse.
-
Supporting documents — "Specs, drawings, pricing schedules". Optional.
-
Short name — a name you will recognize the tender by, for example "Q4 Cardiff". Optional; as the dialog says, "We'll extract the full title from the document."
Step 2 — Review and Step 3 — Match policy
Confirm what Vertibid has read from the workbook and set how its line items are matched, then finish.
To upload a tender
Before you begin
-
You have the bill of quantities as a file, and any specifications, drawings or pricing schedules that came with it.
-
The customer the tender is for is in your Customers list; see A4 Customers.
Procedure
-
In the left navigation, select Tenders > Tenders.
-
Select Upload tender.
-
Under BOQ workbook, drop the bill of quantities or select the area to browse for it.
-
Under Supporting documents, add any specifications, drawings or pricing schedules.
-
In Short name, enter a name for the tender.
-
Select Upload.
-
Work through Review and Match policy, then finish.
The tender appears at the top of the Tenders page and begins processing; its stage is shown on its row. For the stages that follow, see B1.2 How the tender flow works.