Tender Offers

Nicolas Vodoz Updated by Nicolas Vodoz

Requests for Proposals

Live Bid to the Project Owner

  • Create an opportunity with the Project Owner's account

Bid Request to Installers

  • Multiple installers submit bids using Climkit materials
  • Repeated offers
  • Single opportunity
  1. Create an original bid with the Climkit account
  2. Create an opportunity with the Climkit account
  3. Synchronize the original bid with the opportunity
  4. Duplicate the original bid and send it to the requesting installers
  5. Link individual bids to the opportunity created above.
  6. Once an installer has won the bid, assign them to the opportunity's account.

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