Procurement
Adding and Removing Users from the Procurement Group
Only System Admins can manage the Procurement Group list. Accessing the Procurement Group 1. Navigate to the menu bar icon 2. Click Contacts 1. Select Project Groups 2. Click on Procurement Group The list of users will be displayed. Adding Users ...
Tendering & Procurement Group Security
Commnia's Tender Request Email settings give you the ability to ensure that the highest security settings will be implemented if you would like to keep your tender and procurements private. The highest security group will ensure all "To" recipients ...
How to Delete a Company from Trade List for a Tender Request
If you would like to delete a recipient company from Tender Request please follow below steps; From the dashboard click on the ellipsis and select the option to Delete. You will asked to confirm your action to delete the company from the associated ...
Subcontractors Guide - How to Submit Intention to Quote
If you would like to submit a response to a Tender Request Email you have received via Commnia follow below steps: Commnia will automatically send a Formatted Email. This includes; an attached pdf Letter, Project Details File Download Link Intention ...
Upload a Quote for Tender Request
When you receive a Tender Request email from Commnia, you can upload your by clicking the link directly from the email. You do not need to log in to Commnia to upload your quote. Once you are ready to submit a Quote Click upload a quote link foound ...
Procurement
1. Send Quotation/Tender Request For instruction on how to Create Quotation Request Template, click here Send a Quotation / Tender Request with a simple Commnia email, click here or Commnia Smart Grid click here 2. Select successful applicant Review ...
Award Tender
Commnia's Tender Manager tool allows you to efficiently award a Tender and notify bidders in simple steps. Navigate to the menu bar icon and click Tender Manager under Tendering. You will be presented with your project Tender Manager. Once you have ...
How to Generate Tender Reports by Status
Commnia's Tender Manager allows you to view a summary of where your sub-contractors are up to with tenders you have sent. The dashboard will show if subcontractors have viewed, accepted or declined the Tender, you can choose to run this list as a ...
How to Extend the Closing Date for Multiple Packages
The article below demonstrates how to notify the list of bidders of the extension of the closing date. Create a New Inbox Category Folder If you would like help on how to create a new folder/ category click here For the purpose of this exercise, you ...
How do I send out tender documents to only those trades intending to quote?
To send out documents to only those trades intending to quote and exclude recipients/trades marked as not intended to quote, follow the instructions below; 1. Select the Category /Folder 2. Click To to select your recipients 3. Select your project ...
How to Create a New Package with Previously sent Tender Documents
1. Access Your Tender Manager Login to your Commnia account and select your project. Navigate to the menu bar icon and click Tender Manager under Tendering. 2. Add a new contact to the trade From the Tender Manager select a trade and click on the ...
How do I send an email to subcontractors based on their Tender Status
How do I send an email: to those subcontractors who have viewed but not indicated if they are pricing or not? To any subcontractors who have not even viewed the documents To those subcontractors who have indicated they will quote but haven’t sent a ...
How to attach a transmittal to a subcontractor agreement
After the Tender process is complete for a trade and you're ready to submit the subcontractor agreement, you might need to attach all the documents you've sent the subcontractor to ensure there is complete transparency and the subcontractor ...
How to Setup and Automate Tender Closing Dates
How to setup, maintain and edit tender closing dates for your projects in Commnia. You can automate tender closing dates so that every time you create a new tender it will automatically assign the date as it's set up in your projects page. Please ...