Once the bidding process ends (after the bid due date has passed), you can open a bid tabulation to compare the bids you received. A default bid tabulation sheet is available in Unifier, or your company may have a custom-designed bid tabulation sheet.
To compare bids
- Open the Request for Bid (RFB) record.
- Click on the Proposal Management tab to view the bids you received. Once the bid is closed, upon selecting the bid, you can only view the information of the invitation that was sent, along with the bids that have been received.
- From the list, select the vendors you want to compare and click Compare. The Bids Comparison window opens, showing the bids you selected. In the toolbar, check Star Vendors Only to view the data of only shortlisted vendors. To compare the line item total with reference to the selected proposal, select a proposal from the Compare with dropdown list. The dropdown list includes all proposals selected for comparison.
- Click Save or Cancel after making any edits.
Record Details tab
By default, the Bids Comparison sheet opens in the Record Details tab where you can view requestor estimates and bid proposals in a multiform view.
Reorder bids by hovering the top of the bids and dragging them to the desired position.
Hover the top of a bid to view a dropdown menu in which you can:
- Send Email
- Open Vendor Details
- Open Proposal
Line Items tab
To view the bid comparison in a grouped grid view, navigate to the Line Items tab.
The grid contains a Short Description column, a Requestor Estimates Column, and Vendor Column Groups.
The Requestor Estimates Column contains data elements selected for comparison in uDesigner for the detail form. This column is fixed and cannot be sorted.
The Short Description column lists all lines entered by the requestor and additional lines entered by each vendor. Additional lines display 0.00 for vendors who have not quoted.
Each Vendor Column Group contains all data elements that have been included for comparison from the detail form. The lowest amount per line item among all visible vendors in the grid displays in green. The highest amount per line item among all visible vendors in the grid displays in red.