Step by Step
- Click on the "Items" tab.
- In the "Item Overview" section, you see all the items of the opportunity.
- In the column "Price" fill the price for the desired item.
- The price must be completed as field information: "Type Price".
- The price is multiplied by the number of field "Ctd”.
- For opportunities with many items, use the document - "Using the Upload Macro Quotations"
- After filling the price, click the item number to view the details.
- Tabs are displayed: "Item data", "Attributes" and "Notes and Attachments".
- In the tab "Item data" will display basic data of the opportunity. Within "Item data" will also be possible to inform the price of the opportunity in the "Net Price".
- In the tab "Attributes" will be displayed the required and not mandatory attributes to fill.
- In the "Notes and Attachments" tab are displayed "Notes", where you can include comments and "Attachments" sections.
- After filling every opportunity, click "Submit" or if you prefer, click "Save as Draft" to save the changes already made and send later.
Please note: After the closing date of Bids submission (Opportunity´s End Date), bids saved as draft are considered not presented. It´s necessary to click “Submit” for the bid to be evaluated.