Overview
This process ensures accurate capture and documentation of bidder information by allowing manual entry of proposals, Q&A responses, and key details directly into the Bid Package for proper tracking and evaluation.
Prerequisites
The Bid Package must be created to manually add Proposals from bidders.
Process
Open the Bid Package and click + Add Bidders.
Choose Create manual bid. Click Next.
Select the Contact you are entering a bid for along with the Date Received.
Enter the values from the bidder's proposal.
Enter your Q&A responses, if applicable, in the Q&A tab.
Click Add Manual Bid to save it. The bid will then be added to your Bid Package.
This ensures all manual bids are accurately recorded and organized within the Bid Package for proper review and evaluation.
