You need the Owner, Admin or Editor role to create a Bid Room. Viewers can open rooms shared with them but cannot create one.
- From the Pipeline
- From buyer files
1
Open Pipeline and click Review on the tender
2
Generate the reports first (optional)
Generate the Bid/no-bid report and Buyer activity report so your team decides with the evidence in front of them.
3
Click Create response
4
In the Create a bid-room response? dialog, confirm
Reyda creates an in-progress response in Bid Room and moves the pipeline item to Pursue.
5
Click Open response to go to the new Bid Room
What happens next
- Reyda extracts the requirements. Check them in the Requirements tab.
- Add assignees and a deadline on the Overview tab.
- Ask Emma to start the response work. Her goal and deliverables appear on the Overview.
- Draft and review documents in the Documents tab.