You can navigate to the Bid Summary & Submit page from all pages in the Inquiries module, using the Go to Submit button.
You can review the bid summary and modify any information if required on the Bid Summary & Submit page. After completing, you submit the bid.
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Click Finalization - Bid Summary & Submit on the menu.
The Bid Summary section appears on the left side of the page. You can view here key information related to the bid along with number of technical and commercial files uploaded.
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Click Add or Modify to open the corresponding page where you can add or edit the data.
Enter a global discount
If you want to give an overall discount on the entire bid, do the following:
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In the Bid Prices section, type a Global Discount percentage.
The discount percentage is applied to the total line items price, and the discount amount is calculated and displayed.
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Alternatively, enter the Global Discount amount.
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Click Save.
Enter quote reference and validity
If you haven't entered the quote reference number and validity on the landing page, you must do the following to be able to submit the bid.
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In the Bid Schedule section, type your reference number in the Quote Reference Number box.
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To define the validity of your quote, type the validity in days in the Validity box. The Validity Date is calculated by adding the validity to the quote date.
Alternatively, select a date in the Validity Date box. This automatically sets the Validity days.
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Click Save.
The Bid Schedule section shows the dates when the inquiry was received and last modified by the bidder. Additionally, the bid closing date, the bid submittal date, and the quote date are displayed.
Sign and submit the bid
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Click Sign & Submit.
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Depending on a project setting, the button label is Sign & Submit or Finalize Quote.
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The Sign & Submit or Finalize Quote option is enabled only when all the line items have Complete or No Bid set in the Item Status cell (see Complete a bid for a line item) or the unit price greater 0 (zero). Additionally, the quote reference number must be entered.
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The item status is set to Complete on line items having the unit price greater 0 (zero) and the In Progress status.
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If a secret question is configured, answer the question.
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Click I agree.
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Click Submit.
The bid submittal date appears in the Bid Schedule section.