Offer Settings – Support English

Procedure:

1. Introduction and Overview

After the evaluation settings, we now turn our attention to the offer settings.
Here, the goal is to define the submission formats for suppliers so that they can respond to the tenders.

2. Selection of Submission Formats

In this example, we have chosen a questionnaire and a price sheet, but a total of five submission formats are available.
These formats can be combined in principle, although some combinations are less meaningful.

3. Using the Questionnaire and Price Sheet

The questionnaire is used to gather qualitative information from suppliers.
With a price sheet, you, as the purchasing organization or buyer, can specify the information the supplier needs to enter.
You define the structure of the price sheet, and the supplier must adhere to it.

4. Free Submission Formats

There are two free submission formats where the supplier can define their own structure.
These formats make sense in specific use cases but should not be combined with work packages or material cases.

5. Work Packages and Payment Material

With work packages, the supplier can define the work packages they offer for the project.
Additionally, in both models, additional costs can be specified, such as travel expenses.
In the Payment Material, the supplier can create their own project team at the individual level and set daily rates for different roles.

6. Use Cases and Benefits

There are two different use cases, especially in the allocation of service services.
With the price sheet, you can compare daily rates by specifying skill levels.
In a specific project, the supplier has more flexibility as they can assign individuals with the same skill level but different daily rates.

7. Offer Documents

The offer documents format allows suppliers to upload free proposal documents.
You can define the type of documents you want to receive.

Note: Ensure that you configure the offer settings according to your requirements. Please note that the questionnaire and pricing will be addressed in a separate video, specifically detailing how to create and manage them.

	1. Introduction and Overview	After the evaluation settings, we now turn our attention to the offer settings. Here, the goal is to define the submission formats for suppliers so that they can respond to the tenders.
	2. Selection of Submission Formats	In this example, we have chosen a questionnaire and a price sheet, but a total of five submission formats are available. These formats can be combined in principle, although some combinations are less meaningful.
	3. Using the Questionnaire and Price Sheet	The questionnaire is used to gather qualitative information from suppliers. With a price sheet, you, as the purchasing organization or buyer, can specify the information the supplier needs to enter. You define the structure of the price sheet, and the supplier must adhere to it.
	4. Free Submission Formats	There are two free submission formats where the supplier can define their own structure. These formats make sense in specific use cases but should not be combined with work packages or material cases.
	5. Work Packages and Payment Material	With work packages, the supplier can define the work packages they offer for the project. Additionally, in both models, additional costs can be specified, such as travel expenses. In the Payment Material, the supplier can create their own project team at the individual level and set daily rates for different roles.
	6. Use Cases and Benefits	There are two different use cases, especially in the allocation of service services. With the price sheet, you can compare daily rates by specifying skill levels. In a specific project, the supplier has more flexibility as they can assign individuals with the same skill level but different daily rates.
	7. Offer Documents	The offer documents format allows suppliers to upload free proposal documents. You can define the type of documents you want to receive.