This article explains which steps you take to create a template.
Create a completely new tender template
To create a completely new template, you must have the right to create tenders. You also have the right to be allowed to create templates. The organization administrator can give you these rights.
- Go to Tenders in the right menu
- Click on Create tender and start a new tender.
- Fill the tender with the desired content for the template: description, procedure, participants, planning, price lists and questionnaires, question & answer.
- After finishing the desired content, go to the Description tab.
- Choose the last menu item: Template.
- Select the items that you want to include in the template, give the template a name and description.
- Finally, you choose who can use the template. Select individual colleagues or choose the entire organization.
- Choose Create template. The template is now saved and available.
Save an existing tender as a template
If you want to make an existing tender into a template, you must at least be an organization administrator or participant with the right to manage Tender options. In addition, you need the right to be allowed to create templates. The organization administrator can give you these rights.
- Go to the tender for which you want to make a template and open the Description tab.
- Choose the last menu item: Template
- Select the items that you want to include in the template, give the template a name and description.
- Finally, you choose who can use the template. Select individual colleagues or choose the entire organization.
- Choose Create template. The template is now saved and available.