Tender 1: Set up the tender document

The Tender tab is a page-based document builder. This video covers the structure of the document before any pricing goes in.

How to

  1. 1

    Organise the pages

    In the Pages navigator, add, rename, reorder or hide pages — cover, scope, pricing, program, clarifications, exclusions and insurances.

  2. 2

    Apply your branding

    Set your company profile and tender branding from the account menu so every tender carries your logo and details.

  3. 3

    Use templates

    Save a page or document as a template and apply it to the next tender.

  4. 4

    Format and lay out

    Use the Edit page inspector for fonts, styles and spacing, and set paper size and orientation per page or for all pages.