This article covers how to get started as a bidder in the Dalux Tender module. You will learn how to create a user/accept a tender invitation, invite other users from your company or subcontractors, and how to send questions to the tender manager.
How to create a user for a tender
User rights
In order to bid on an tender, you must have a user profile with access to the tender project.
To create a user, you must be invited by the tender responsible.
Once invited, you will receive an email where you can accept the invitation to the tender:
If you click on 'Accept invitation', you will be asked to create a new user in a new pop-up dialog where you will have to fill in the relevant information.
If you have already created a user for a Dalux project, you will be taken directly to that project instead.
Once your user has been created, you will be taken to the main page for that tender, where you can view information about it.
Public link log-in
Some public tenders in Dalux will have a publication date earlier than the start of the tender. This means that you can access the tender material before the tender starts, but you won't be able to bid.
In this case, to access the tender, you will need the public link, which will look like this
https://build.dalux.com/client/public/tender/TID-####
From here, you can either open the tender material or request access to it:
When you request access, you will be prompted to either log in or create a Dalux account.
Navigate the tender
Bidders can see of all their active tenders and switch between them from the tender overview. Once a tender has been open, you can switch between tenders in the drop-down menu or return to the overview.
The sidebar menu allows you to navigate to different parts of the tender.
From here, you can view the tender material, view the Questions and Answers section, and place your bid. You can also invite other people in your company or your subcontractors to view the tender.
If you do so, they will also need to create a Dalux profile or use an existing one.
Tender material
To view the tender material, click on Tender material and either select
All files or locate the specific folder that you need to view material from:
You can download files by selecting one or more from the list and clicking Download. When downloading you can choose to keep the folder structure.
If a file was updated with a new version, you can revisit previous versions by clicking on Versions. Compare the file versions to see what has changed with the update by clicking on
Compare versions and selecting the versions you want to investigate. This is possible for documents, drawings, and models.
Drawings support a range of measuring tools for distances and areas. If the tender responsible has not set a scale, you can set a temporary scale when clicking on Measure.
How to invite other users to your Tender
You can invite other people in your organization to view tender material, manage their access (such as making them the responsible person for the tender), or revoke their access.
You can invite people from your company as well as your subcontractors. A user cannot be in both groups at the same time.
My company
Inviting and managing users from your company is done from in the sidebar menu. This is also where you can unsubscribe from the tender if necessary.
User rights
Only one user per company can hold the 'Bid responsible' role, granting them the right to place bids on tenders. Subsequent users will only have 'Observer' rights, allowing them to view the tender material but not place bids.
To invite users, click on Add
Type in their email
'OK'
Fill in their name, and optionally add a message
'Add':
Observers can see everything the person responsible for the tender can see. They can also ask questions if questions and answers are enabled.
My subcontractors
In My subcontractors you can invite and manage your subcontractors.
To invite them, click on Add
Type in their email
'OK'
Fill in their name and optionally add a message
'Add'.
User rights
Subcontractors invited in this way will only be able to view the tender material and only the tender questions/answers that have been shared with them.
They cannot see the company's bid or upload their own bid.
How to ask questions about the tender
If questions and answers are enabled for the tender, you can submit questions to the tender responsible.
If public questions are enabled for the tender, you can see the questions that other bidders have asked, but you cannot see their identities, and you remain anonymous when you ask questions.
To post a question, go to
Questions/Answers
Click
New question
Fill in the title and the question
Click 'Send':
When a question in the tender is answered, you will be notified by email.
You can also go to the Questions/Answers section at any time to view all your questions, all posted answers, and all published questions.
How to place a bid on a tender
Read more
If you want to learn more about placing a bid on a tender, you can read this article: How to bid on a Tender.