Tendering and Tender Management
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      How to Create a Tender Document in C-Link

      This guide provides step-by-step instructions on how to create a tender document in C-Link.

      Estimated Read Time: 3 Minutes ⏱

      It is recommended that you familiarise yourself with the Procurement Tools and Tender Document sections before proceeding with this guide.

      Sections in this Article:

      🛠️ Accessing the Procurement Schedule

      To begin creating a tender document:

      1. Navigate to Your Project:
        • Go to your projects dashboard and select the project, for example, "Get Departments".
      2. Open Procurement Tools:
        • Click on "Procurement Tools" and then select "Procurement Schedule".
      3. Select Package:
        • Find the package you want to create a tender document for, such as "Groundworks".

      📄 Creating a Tender Document

      Follow these steps to create the tender document:

      1. Create Tender Document:
        • Click on "Create Tender Document" next to the package with interested contractors.
        • You will be taken to the "Tender Templates" page.
      2. Choose Tender Template:
        • Select the type of document you want to produce. For example, choose "Quick Tender".
        • Press "Continue" to proceed.
      3. Draft Tender:
        • A draft tender document will be saved. Click "View Document" to start editing.

      ✏️ Completing the Tender Document

      Complete the document by following these steps:

      1. Answer Questions:
        • In the document creator, answer the series of questions presented.
        • As you answer, the document will auto-fill with the information provided.
      2. Track Progress:
        • Your progress is displayed as a percentage. For example, if you start at 73% and fill in more details, the percentage will increase (e.g., to 77%).
      3. Form of Contract:
        • Specify the form of contract, such as "JCT D&B Contract".
        • Continue answering all the questions to reach 100% completion.
      4. Upload Drawings and Specifications:
        • Upload relevant drawings and specifications by clicking "Upload" and attaching the files to the package.
        • The system will automatically update the drawings and documents section.
      5. Save and Preview:
        • Once all fields are complete, click "Save". The system will also auto-save your progress.
        • Hit "Preview" to view the document as a PDF.
      6. Send Inquiry:
        • When ready, click "Send" to send the inquiry out to the subcontractors.

      Summary ✅

      This guide has outlined the process for creating a tender document in C-Link. Following these steps ensures a comprehensive and professional tender document ready for distribution.

      🎥 Full Walkthrough Video

      For a comprehensive guide, watch the full walkthrough video below: