Reports are available to access directly while viewing an ‘Invitation to Tender’ form once created.
Below are the steps to access reports:
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 ‘Invitation to Tender’ form:
Below is a description of the available links. Click on a link below to continue:
1. Document Register
Description - Click to download a report containing list of attached and associated documents by tender team and bidders. In case a bidder is clicking this button from their ITT view, it will download their relevant documents and documents attached / associated by Tender team only. See example report screenshot below.
2. Bid Optimizer
Description - Click to download a report containing bidder wise comparison and analysis of low and high rates submitted by bidders. See example report screenshot below.
3. Download Documents
Description - Click to download all attached and associated documents.
In case a bidder is clicking this button from their ITT view, it will download their relevant documents and documents attached / associated by Tender team only.
Below is an example screenshot for ‘Document Register’ report:
Below is an example screenshot for ‘Bid Optimizer’ report:
Please note here that ‘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