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issue invitations to tender Play Video

Decide who you want to invite to submit their rates.

Now that trades have been added (Markup) you can assign individual Subcontractors against each Trade. These are the companies or individuals who will be invited to tender their prices for each bill item.

Subcontractors are selected from the appropriate section (Contractors) of the Contacts database in Organiser

You can issue Invitations to Tender prices in one of several ways:

  • email Excel files the contractor can complete and return to you (recommended)
  • email PDF files
  • Send bills on printed paper

Use the Export function to create Excel files for emailing. You can select single bills or all bills (click on a column header) then run the Export.

Notes:

  1. The Invitation List may be changed at any time
  2. You can add any subcontractors not already in your Contacts from the Select form
  3. Subcontractors can also be edited in the Organiser module