Submission Form

Please note that the Proposal feature is only available to customers subscribing to the Advanced or Enterprise plans of the Aidi platform.

This report enables you to produce a quotation slip, in Excel format, based on the budget breakdown for a designated project. This can then be sent to your suppliers for detailed cost estimates. A bid comparison report can then be used to make an informed choice of supplier. This information can then be imported into Aidi and used for purchase orders and budgeting.

How to use this report

The first step after opening the Excel file is to generate the form.

1. In the pop-up window, select the budget (component and version) to be used to create your submission slip.
2. Select the section(s) of the budget to be included in the submission according to the supplier who will complete it.
3. Click next.

4. Then select the level of detail you wish to appear in the proposal slip to be sent to the supplier.
5. Click OK.

Then enter the tender number in the yellow section.

If required, you can add an addendum with a reference.

When finished, you need to lock the file before sending it to the supplier, so that they can modify only the appropriate cells.

Click on Done, lock the file.

The form is now ready to be sent to the suppliers to enter their cost estimates by budget item.

How does the supplier fill in the submission form?

1. In the B-Form tab, the supplier can enter the unit price for each of his budget items. (Light grey sections)
2. The quantity column (QTY) indicates the quantity previously entered in the budget used to create this slip.
3. For the unit to be entered in the corresponding column, this information must be entered in the budget used to create this slip, by entering the unit in square brackets in the budget item title.

In the Budget: 

Back to A-General tab

1. The suppliers must fill in their information (company name, address and registration number).
2. The total costs entered in the B-Form tab are calculated, along with the applicable taxes, in the Summary section.
3. Suppliers must enter their tax numbers, if applicable.
4. Supplier's signature

A summary of costs is available in tab C-Summary.

When the supplier returns the file to you, you can import it into the Proposals page of the Planning menu.