How to invite participants?

Learn how to invite participants to a Project & Tender

Once you have successfully created a tender, you should now invite participants to it. Participants can be either colleagues or external companies with which you would like to collaborate on this tender. As Tender Executive Officer, you have total control on who you invite and can decide to withdraw invitation before or even after they have been accepted by the other party.

Appointing a new Colleague

  1. Make sure you are on the “2. Participants” step of the tender flow
  2. Click on the “Appoint a colleague…” button. A pop-up will appear.
  3. Select the User you would like to appoint to this tender and his Role. In the case you are appointing the user as a Technical Documenter or Technical Verifiers, you will also be able to assign him as Supervisor.
  4. Click on “OK”

Inviting a new Company

  1. Make sure you are on the “2. Participants” step of the tender flow
  2. Click on the “Invite a company…” button. A pop-up will appear.
  3. Start typing the name of the company in the “Invite field”. As soon as you type at least 2 characters, the system will look in the database of registered companies and will display a list of matching company names below. You can continue typing to better filter the company name or you can click on the company name if you see it. If the company is not yet registered with ProTenders, you will be prompted to enter their email address. We will then invite them to join ProTenders on your behalf and they will receive the invitation as soon as their registration is processed.
  4. Select the Role you would like to assign to this company. Please note that you can only have one Technical Documenter and one Technical Verifier company per Tender.
  5. Click on “OK”