Technical Documentation About Tenders
Info - Stages of a Tender
This article outlines the stages of a Tender. It's designed to assist you in understanding how the ClickHome Te...
Info - Tender and Variation Statuses
This article provides the details on the statuses that both tenders and variations can go through. There are databa...
Technical - Create a New Tender
A Tender is associated with a Master Contract (either a lead or preconstruction workflow), however this is not stric...
Info - Tender Phases & Statuses
There are three phases to a tender, which are unlimited and determined by the builder: Sales Quote Preliminary C...
Technical Info - Editing a Tender
A Sales person can only edit the Tender whilst it is in Draft Status. If the Status is Customer Review, and the...
Technical - Viewing a Tender
There are many situations where a user is required to view the Tender, however, there are security limitations assoc...
Info - Tender Variations & Variation Statuses
See : How To - Add a Variation to a Tender (Variation Tab). Variation Types Variation types are fully customisa...
Info - Option & Package Pricing / Price Statuses
This article outline all aspects of Option & Package Pricing. The Pricing Workflow Option Prici...