Relevant reports can be accessed directly while viewing an ‘Invitation to Tender’ form.
Below are the steps to access reports on an 'Invitation to Tender' form:
1. When opened in Form Viewer, the ‘Invitation to Tender’ form will appear as follows:
2. Given below is a description of various report links available in the ‘Invitation to Tender’ form:
Click a link below to continue:
1. Document Register
Description - Click this option to download a report containing a list of attached and associated documents by the tender team and bidders. If a bidder clicks this button from their ITT view, it will download their relevant documents and documents attached/associated by the Tender team only. See example report screenshot below.
2. Bid Optimizer
Description - Click this option to download a report that provides a bidder-wise comparison and analysis of low and high rates submitted by bidders. See example report screenshot below.
3. Download Documents
Description - Click this option to download all attached and associated documents.
If a bidder clicks this button from their ITT view, it will download their relevant documents and documents attached/associated by the Tender team only.
Below is an example screenshot for the ‘Document Register’ report:
Below is an example screenshot for ‘Bid Optimizer’ report:
Please note here that the ‘Bid Optimizer’ report contains the details of bids placed by bidders, including details of multiple bids placed, if any.
Next Article: Using Bid (Quotation) Tracker