First, setup a **Tender Type**.\
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Click "ORGANISATION".

Add the custom fields you require and click save.

Now we will set up a new template to associate with the tender type you just created.\
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Click "ORGANISATION".

Click into the "General Tender" that we created previously.

On the right-hand column, you can reference any variable names to use in your template.

Next, set up a Microsoft Word document (.docx) using any content you want along with the above variables.

For example, the information that gets replaced when you generate your template will be the variables in this format: ${example-variable}.

For instance, ${manager-name} will be replaced with the full name of the tender manager.

Once your Word document is ready, it can be uploaded to the tender template.\
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Click "UPLOAD NEW FILE", select the file and click save.
Click this file field.
Click "Save"

Once your Word document is ready, it can be uploaded to the tender template.\
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Click "UPLOAD NEW FILE", select the file and click save.

To create a tender, hover over "REGISTERS" and click "Tenders".
Click "Tenders"

To create a tender, hover over "REGISTERS" and click "Tenders".

Under type, select the tender type that you created previously.

Fill out the remaining required fields for the tender.

Click the "Expected Tender Award Date" field.

Click the "Estimated Hours to Complete Tender" field.

Click the "Expected Start Date of Work" field.

Click the "Expected Finish Date of Work" field.

On the details tab of your new tender, Click the "DOWNLOAD" button.

Select whether you would like to download a PDF or Word version of the tender.\
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Then select the file name of the template that you uploaded earlier.

The exported tender file will now save to your local hard disk.

If you would like help with setting up a tender template, please reach out to theBOSSapp team.

Setting Up a Tender Template