Manage tender documents and collaboration

Keep tender documents with the tender, discuss the bid in threads, and let the activity feed keep the record complete.

1 min read

A bid scattered across inboxes and shared drives falls apart under pressure. Keep everything on the tender itself: the documents, the discussion, and the trail of who did what. When the deadline lands, the whole record is in one place.

Keep documents with the tender

1. 1

   Open the tender from Tenders and Bids and go to its Gallery.

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   The Gallery tab of a tender showing the drawings and files that belong to the bid

   screenshots/tendering/manage-tender-documents-and-collaboration/tender-gallery.png

2. 2

   Add the tender documents as you receive them: the invitation, the drawings, the pricing schedules, your drafts.

3. 3

   When a document changes, add the new version alongside the old one instead of replacing it. Every version stays with the tender, so you can always show what you priced from and when.

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   A tender document with earlier versions kept alongside the latest one

   screenshots/tendering/manage-tender-documents-and-collaboration/tender-document-versions.png

Discuss the bid in threads

Keep the conversation on the tender, not in a side channel. Post questions, pricing decisions, and go or no-go calls as threads on the tender, where every reply sits next to the documents it is about. Six months later, the reasoning is still there.

Follow the work in the activity feed

The tender's Activity feed records who did what and when: documents added, threads posted, details changed. It is how you check the state of the bid without asking around, and it is the record you fall back on if a submission is ever questioned.