Important: Procedure Type limitations Please note that in the initial release of the simplified tendering workflow only the Open procedure is supported. If your procurement requires a different procedure type (such as a negotiated procedure, restricted procedure, qualification system, or DPS), you must still proceed through the old creation path.
Once you have clicked Create new tender, Mercell’s guided workflow allows you to significantly reduce manual data entry by starting from an existing template. Using an organisation template brings in pre-configured information, leaving you with fewer fields to fill out manually.
Here are the steps to initiate your tender using this method:
Step-by-Step Guide
Enter Details: In the guided setup mode, begin by providing a name for your tender in the designated field. You also have the option to add a description, although this is not mandatory at this early stage.
Select Setup Method: Under the setup methods section, choose the Organisation template option. Once selected, click the Continue button.
Locate the Correct Template: The system will display a list of all available organization templates. To help you identify the right one, the list provides basic knowledge at a glance, such as who the template owner is and what procedures are tied to it. You can easily find specific templates by:
Using the search bar to look up a template by its name, ID, or description to get a filtered list.
Applying specific filters to further refine your search results.
Review Template Information: Click on any template from the list to view further details about it. This includes seeing all the documents and other settings information attached to that specific template.
Apply the Template: Once you are satisfied with your selection, click the Use this template button.
What Happens Next?
After you click Use this template, the system will use it to pre-fill your new tender. It will then bring this information into the standard editing view, where you can continue working through the remaining sections of your tender creation process.
Article Ref: 030820261021