Submit Contract Tender
Explanation
When the contract has been defined and estimated to an acceptable level,
it is time to submit a tender to the customer or prospect. Since you can send
tenders to several customers and prospects, the tenders themselves might in
some cases be different depending on which customer you send it to. To allow
this, you can select which contract revision to use in the tender.
Note that it is common to tailor the tender documents, and such tailored
documents must be created manually.
Prerequisites
- The contract must be in the Estimated or Tendered status.
- A customer or prospect must have been selected.
System Effects
- The contract revision and submittal date will be added to the
Sales Contract Customer page.
- The bid status will be set to Decided to Bid, if not already in that
status.
- The tender baseline will be set if you have specified it.
- The contract status is set to Tendered if the contract was not already
in that status.