Submit Sales Contract Tender
Explanation
When the sales 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 sales 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 sales contract status is set to Tendered if the contract was not already in that
status.