CONTEXT #
This guide describes how, as a tender administrator, you send a result list to the participants in a tender in AjourTender when the tender has the status Closed.
RELEVANCE #
When the submission deadline for a tender has passed, you can give the participants insight into who has bid on a contract, and at what price. This is done by sending a result list before you possibly proceed to select the winning bid.
PREREQUISITES AND REQUIREMENTS #
- You must have access to the AjourTender module
- You must have the project permission AjourTender – Tender administrator
- The tender must have the status Closed
- At least one tender/PQ must have been received for the contract you want to send a result list for
GUIDE (step by step) #
Step 1: Open the desired tender and select the Tender/PQ tab.
Step 2: Select the contract in the left-hand tree structure that you want to send a result list for.
Step 3: Click Send Result List.
Step 4: A window titled “Send result list of the tender” opens. The Subject field is prefilled with a default text. You can freely edit the subject as needed.
Step 5: Click Edit if you want to add a personal text to be displayed in the e-mail together with the result table. The text field is empty by default.
Step 6: Click Preview to see an overview of the content. Preview shows a table with the columns Company, Name, E-mail, Price and Remark for each participant in the contract.
Note: The preview shows more columns than the e-mail the participants actually receive. The e-mail that is sent only contains the columns Company, Price and Remark – without Name and E-mail.
Step 7: Click Send when the text and subject are ready.
Step 8: A warning is displayed: “This e-mail text and tables of the contract bids will be sent to the participants of the tender. Do you want to continue?”. Click OK to confirm, or Cancel to cancel.
Step 9: The result list is sent to the participants of the tender, and the action is registered in the Log as “Result list sent” together with your name and your e-mail.
NEXT STEPS #
- See the guide “Complete selection” to select the winning bid
- See the guide “Complete tender” to complete the tender finally
- See the guide “Tender status” for an overview of the status flow