The standard practice is to create a template to be copied so that all texts and work order lines will be included. Below you will find a description of the relevant fields.

1.  Create a new project and name it for example Tender template.

2.  Fill in the field Description of Work in the sub-tab Work order - general. Only Customer, Customer representative, Production start date and the text in the Description of work field are included from Work Order 1 (Scope of Work), no order lines. The quote manager will be the Project Manager on the project.
   
   
   
   
3. Create Work Order 2 and fill in Name and Calculated quantity in the sub-tab Order lines. You can write free text or enter articles. It is the calculated quantities that will be displayed on the tender.
   
   
   
   
4. In the Work Order module you must select which WOs should be included in the quote. You can select multiple WOs.
   
   
   
   
5. If you want to include Hourly rates or information from Price list, mark them as shown below. The marked items will be displayed at the bottom for running costs.
   
   
6. In the Tenders/Contracts module, you can either fetch texts from another tender or write them yourself.
   
   
   
   You can fetch the tender template by clicking on then selecting the project you want to retrieve the texts from. You can also rename the sections in the quote by clicking on on the far right.
   
   
7.  Check how the tender document looks by clicking in the pdf icon (Print) and Preview.
   

In the print dialog, you have the following options:

• Show complete summary only - Check this option if you only want to display a total financial summary on the quote.
  
  

• Include agreement confirmation - This results in including a concluding section with space for signatures as an agreement confirmation at the end of the document.

   

• Include attachments - The images and documents you have marked with "Include on offer" are included in the quote document. However, note that only the images are displayed. Other documents are presented only with their document heading under the Attachments section. Documents must, therefore, be printed separately.

   

• Show VAT - Check "Show VAT" if the quote is intended for an individual.

   

• Show pricelist - This option makes the Current account prices section visible in the bid. This section displays both the text written in the Current account prices field in the bid as well as the items from Hourly rate and Price list that are marked with "Include on offer"

   

• Show form of compensation - Displays the Form of compensation form you have chosen in the tender project.

   

• Show project type - Displays the Project Type you have chosen in the tender project.

  
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