Build your procurement bid comparison.

How to build your procurement bid comparison

1. 1

   Describe the job

   Compare bids against the same scope, exclusions and delivery assumptions.

2. 2

   Review the first version

   Choose how the buyer records the bidder and how the budget reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your procurement bid comparison

• Keep the bidder in context

  Keep bidder, scope, exclusion, price basis, delivery assumption and review decision together so the next person can understand the request or record.

• When the next step needs a decision

  The lowest bid excludes delivery that competing bids include. Show the exclusion and a comparable-cost question before recording the decision.

• Keep review decision visible

  Keep excluded work and different pricing bases visible before selecting a bid.

• Choose what each person needs

  Give the buyer a working view and the budget reviewer a review view. Keep bidder and scope attached to the decision as the work moves between them.