Sending the Bid Request for Internal Review and Approval

For most companies, an internal review is necessary for the purpose of verifying the scope of the project as well as other issues such as terms and conditions, architectural drawings, and structural materials.

To send the Bid Request for internal review and approval:

  1. Navigate to the RFB log, and click Create. The RFB BP form opens.
  2. Complete the form.
  3. After you submit the form for review, use the Workflow Actions list to send the RFB into the workflow.

After the approval request reaches the middle of the workflow, you receive the completed BP as a task in your Tasks log. When you open the form this time, you should see a Send Invitation button on the toolbar of the Proposal Management tab, with which you can start the bidding process.

After the bid request is approved, you can start the bidding process.


Last Published Monday, August 28, 2023