1. Introduction

1.1 What the Procurement Tab Does

The Procurement tab brings the tendering process into the same workspace as your project correspondence. Instead of managing tender packages through scattered emails and spreadsheets, you compose a package once — title, scope, key dates, and cover letter — select the trades and contacts you want to invite, attach the tender documentation, and set out exactly what you expect back from each tenderer.

The package, its recipients, and every response are then kept together as a single auditable record alongside your RFIs and other correspondence for the project.

This guide covers the Procurement tab from both sides: composing and managing a package as the sender, and reviewing and responding to one as a recipient.

1.2 Who Should Read This Guide

• Project managers and estimators issuing tender or RFP/RFQ packages to the supply chain.
• Procurement and contracts administrators tracking packages from issue through to submittal.
• Site and project coordinators who need to add recipients or attach documentation to an in-progress package.
• Subcontractors and suppliers who receive a package and need to respond to it.
• Anyone reviewing what a tenderer was asked to submit, and by when.

1.3 How to Use This Guide

If you are composing your first package, start with Section 2 and follow the four steps of the Compose Proposal Package wizard in order. Section 3 covers what you can do with a package once it has been sent. If you have received a package and need to respond to it, go straight to Section 4. Section 5 (Common Workflows), Section 6 (Best Practices), Section 7 (Troubleshooting), and Section 8 (FAQ) are there for reference as questions come up.