Tenders & RFAs FAQ
Can I add extra documents before the RFA starts?
Yes, you can add extra documents before the RFA starts. When setting up a Bid Room, before starting the Request for Approval, you can add any relevant documentation by clicking on "Drop files here or click to upload" below "Project shared documents." ...
Can I see the bids before the bid deadline?
For Governance purposes, the bids are sealed until the deadline. Only then they are unsealed, at the same time. It's only possible to open them before the deadline if all bidders have already replied and submitted their quotes. If that's the case, ...
How do I reopen a bid?
You can reopen a bid by setting the deadline to a date in the future. To do that, follow the steps below: Step 1: Go to the project for which you want to reopen the bid. Step 2: Select the bid room you want to make changes to within the tab Manage ...
Supplier is unable to see documents
If the supplier is having trouble seeing the documents, it is possible that they do not have access to the documents within the Building, only the documents that were included in the Bid Room, and that no documents were added there. To fix that, go ...
How can I re-send an invitation?
If you want to re-send an invitation, follow the steps below: Step 1: Go to the project for which you want to access the bid. Step 2: Select the bid room within the tab Manage Bids. There, you will see an overview of all the bidders you have invited. ...
Supplier is unable to see the bid
If the supplier is unable to see the bid, follow the steps below to fix that issue: Step 1: Go to the project for which you want to access the bid. Step 2: Select the bid room within the tab Manage Bids. Step 3: There, you will see an overview of all ...
Can I delete a contact from the bid?
Yes, you can delete a contact from a bid. To do so, follow the steps below: Step 1: Go to the bid room within the tab Manage Bids. There, you should see a three-dotted icon on the top right-hand corner of the listed bidders. Step 2: By selecting the ...
How do I know when an invitation has been sent?
After sending the invitation, you should see a message at the top right-hand corner of the screen right after inviting a bidder. You can also check which suppliers and contacts were invited following the steps below. Step 1: Click on the three-dotted ...
Can I invite multiple people from the same company for a bid?
Absolutely! There is no limit to the amount of people from the same company you can invite to your bid. Follow the steps below: Step 1: You can add them using the option to “Request a new quote.” Step 2: Make sure they are all linked to the same ...
I can't find the suppliers to add to a bid
If you cannot find the bidders you want to invite within your contact list, you might need to create them first. There are two scenarios here: Option 1: The company already exists, but you can’t find a specific contact person - if that's the case, ...
The person that needs to approve the RFA is not listed. What should I do?
When setting up a Request for Approval, on "Step 4: Approvers," you will see a list of the people from your company who have access to the asset and project in question. If you can't locate them in the list, they might: Not have access to the project ...
The last approver in the RFA declined. What should I do next?
If the RFA is declined by any of the approvers, they are required to send a reason for declining. If the comment they added was insufficient, you can contact them directly. From that point on, you can make the requested changes and restart the RFA. ...
How do I approve a RFA?
There are two options when approving a Request for Approval: Option 1: You are one of the approvers for the RFA, which means you can approve it by clicking on "Approve" as soon as you receive the request in your email or see it in Proprli. Option 2: ...
How can I check the approval status of the RFA?
You can see the RFA status in the Bid Room, within the Manage bids tab. Once you click on "Selected (Pending Approval)," you will be able to see the status of the RFA on the top right-hand corner. There are three different status: Option 1: Pending ...
How to ask suppliers to fill in specific requirements?
Setting up a Bid Form is a great way to ask for specific requirements from a supplier. That's where you can list any documents or requests you want the bidder to confirm they have read and acknowledged. To learn more about Bid Forms, access the ...