View and Manage Tenderers on a Tender Form

Objective

To view and manage tenderers on a tender form.

Required User Permissions:
- 'Admin' level permissions on the project's Tendering tool.
Additional Information:
- To see information on adding and inviting tenderers, see Add Tenderers to a Tender Form.

Navigate to the project's Tendering tool.
Open the tender package.
This opens the Tendering tab. You can also click View Tender Forms and select a specific tender form to view.
The following actions are available:

The following information is shown for each company: Tenderer, Tender Status, Tender Amount, Tender Recipients, Notes and Last Activity.
To view the company's tender (if submitted), click the company's name.
To view the tender recipients and their contact information, click the person icon in the 'Bid Recipients' column.
Note: If there is no designated recipient, no information will be displayed.
To view the company's information, click the info icon on the right side of the table.
This opens a side panel that shows information for the company from the Company level Directory tool.
To go to the company's page in the Company level Directory tool (in a new tab):
1. Hover over the company's row in the table.
2. Click the vertical ellipsis icon and select Company Directory.

In the Tender Recipients column, click the person icon.
Click Tender Recipients.
This opens a side panel for adding recipients.
Select one or more recipients.
Note: You can also click New Contact to add a new contact to the company. This will also add them to the Directory.
To add the recipient and send an invitation, click Send.