Tender Request Phases in Collaborati

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Navigation: TeamConnect User Interface > Collaborati Spend Management Administrator Help > Tender Requests > Tender Requests in Collaborati

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Tender Request functionality is designed to be utilized by clients with Collaborati Spend Management (CSM) 4.0 Update 4 and later. Collaborati Spend Management users prior to version 4.0 Update 4 (4.0.4) can examine the CSM 4.0 Update 4 release notes found here for more detail.

Tender Requests can be designated in Collaborati with several different status markers:

Status	Designation
Not Submitted	Tender Request is yet to be submitted back to the client.
Canceled	Tender Request has been canceled.
Not Selected	Tender Request has been rejected by the client.
Pending Client Retrieval	Request has been submitted, but not viewed.
Pending Client Approval	Request has been submitted and viewed but is still pending action from client.
Approved	Tender Request has been approved.
Can Renegotiate	Tender Request was neither approved or rejected; change the New Proposed values and click Submit to send the new offer.

TeamConnect clients can change the status of an approved tender request to not selected (rejected) or from not selected to approved at any time. These changes will be reflected in the Tender Request section of Collaborati. Note: Budgets associated with the account will be automatically credited or debited based on these changes.