• Create a lead or search for a lead
  • Go to the tenders tab
  • Select a house type and a price level (if applicable)
  • Click on 'Begin Tender'

  • You will be directed to the newly created tender in the 'Overview' tab;

  • Click on the 'Packages' tab to go through the package categories and make selections for the tender
  • You can search for packages by keyword or navigate through the categories in the tree on the left

  • As you search or move through the categories you can click on the package itself to open up details or you can select it by clicking on the select button
    • If you open it up you will then be able to see details and photo's, additionally if you have access to override the price, you can do that here as well

  • Now save your changes before moving to the 'Options'
    • NOTE: if you move away from the page without saving you should have a reminder appear to warn you to save

  • Click on the options tab
  • You can search or navigate through the categories on the left to find the options you want to select
    • NOTE: you will see that the search puts the options into categories so everything with 'door' get's put into "Internal Doors' or 'Door Furniture'

  • To select the option click on it and a popup window will appear with more details
  • You need to select the option first 'Select Product' and then you can allocate the quantity and areas of quantities if applicable
    • NOTE: you can also provide an override price if you have access to do so, view additional photos and write notes if required

  • Close the pop when you are finished
  • Then you can continue to select other options or you can save before moving onto custom options
    • NOTE: You will be able to see the total price of the option based on the quantity you have chosen

  • Click on the custom options tab
  • Click on the 'New Custom Option' button to add a custom option

  • In the popup window you can;
    • name the custom option or leave it set to the default name 'New Custom Option (1)', 
    • provide a quantity and;
    • provide areas for the quantities if required
  • Close the popup when you are finished
  • Then save
    • NOTE: if you decide to remove this custom option you can click on it and use the 'remove option' button

  • Now that you have been through the whole tender you can progress the tender from 'Draft' status to 'Client Review' by using the button 'Finalise'.
  • After clicking Finalise a popup window will appear where you can confirm your action by clicking 'Change Status'

  • The other thing you can do is generate a report, click o the drop down arrow next to 'Reports', and select a report and it will be generated for you