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Tender templates

Under Configuration → Strategic Purchasing → RFQ Templates you have the option to create different templates for the RFQ area.

You can create the following templates:

  • Complete templates

  • Text templates

  • Position templates

  • Question templates

  • Team templates

  • Assessment Survey Question Templates

Users can select these under Sourcing.

A user who wants to create a new call, for example, has two options to choose from when creating the call:

Query without template: the query is created without a template.

Request with template: for the creation of a request you can select the appropriate template via the dropdown menu.

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