This guide provides step-by-step instructions on how to preview and send a tender in C-Link after completing it in the Document Creator.
Estimated Read Time: 2 Minutes ⏱
It is recommended to familiarise yourself with the Document Creator and Procurement Schedule sections before proceeding with this guide.
Sections in this Article:
- 📄 Completing the Tender Document
- 👁️ Previewing the Tender Document
- 📤 Sending the Tender Document
- 🎥 Full Walkthrough Video
📄 Completing the Tender Document
To begin previewing and sending your tender:
- Ensure Completion:
- Answer all questions in the Document Creator until you reach 100% completion.
👁️ Previewing the Tender Document
Follow these steps to preview the document:
- Preview the Document:
- Click the "Preview" button to see a PDF render of the document.
- The preview shows exactly what your subcontractors will receive.
- Auto-Populated Information:
- The document will auto-populate with information from the database, such as subcontractor name and address.
📤 Sending the Tender Document
Once you are ready to send the tender:
- Send the Document:
- Click the "Send" button in the Document Creator.
- You will be taken back to the Procurement Schedule.
- Select Recipients:
- In the Procurement Schedule, choose the subcontractors you want to send the tender to.
- You can select all or just a few (e.g., choose three out of four).
- Send Inquiry:
- Click "Send Inquiry" to distribute the tender to the selected subcontractors.
Summary ✅
This guide has outlined the process for previewing and sending a tender in C-Link. Following these steps ensures that your tender documents are accurately previewed and sent to the appropriate subcontractors.
🎥 Full Walkthrough Video
For a comprehensive guide, watch the full walkthrough video below: