Follow this procedure if you closed your bid draft and want to open it before the bid due date.
To open your bid draft
- Sign in to Unifier using the URL and sign in credentials the Bid Requestor sent you.
- Click the Requests for Bid / Bids node. Unifier displays your draft bid in the Requests for Bid log.
- Open your bid.
- Click the Create button. When the record opens, you will see any previous changes that you made before saving the draft.
- Make your changes to the line items. At this point you can either save your draft again, or submit your bid.
If you submit your bid but decide to make changes to it, you can cancel the bid and resubmit it as long as the bidding process is still open.
In the bidder portal log, the Bid Package, Your Proposal, and Linked Mail have been combined and presented in one pop-up window. This is to enable the bidder to access information easily and without having to open multiple windows.
Note: The functionality of Bid Package, Your Proposal, and Linked Mail will remain the same.
Tabbed Navigation
On top of the window, there is a navigation bar which contains tabs. You can click on each tab to switch between:
- Bid Package tab
The bidder will continue to the upper form and detail form, in this tab.
- Your Proposal tab
The bidder will see the upper form and detail form of the Proposal Record, in this tab.
- Linked Mail tab
All mail communication related to a particular record will shown in this tab. This includes sent, received, and saved emails. The bidder can create a new email and view existing emails in the right pane of this tab. This tab will be a subset of mailbox that contains contents specific to one record.
When you click No for the "Do you Intend to Bid?" option, you need to confirm.