Preparing the Commercial Envelope

The final stage in setting up the Response Envelopes for the RFQ is to prepare the Commercial Envelope. This where the Supplier can provide their pricing table in the form of an attached pricing template or as part of their RFQ response documentation. It is also recommended that you add a section within the Commercial Envelope where you can capture the Cost Effectiveness Ratio.

To edit the commercial envelope:

  1. Click Response Envelopes and select Commercial Envelope.

  2. Click Edit

  3. Click the Section Title to update the text.

  4. Edit the Section Title and click Save.

  5. Click the ... button and click Select Content to Remove.

    Note Select the question to be removed. This will depend on how you want the supplier to provide their pricing information.

  6. Tick the question to be removed from the Pricing Information section.

  7. Click Delete.

  8. Click Add Section to include a section for capturing the Cost Effectiveness Ratio.

    Note This is not visible to the Supplier.

  9. Select Buyer Section and click Create.

  10. Enter the Section Title and click Save.

  11. Click Add Question.

  12. Select Text as the Question Type and click Create.

  13. Enter the Question and Description and click Save.

  14. Click Save to finish preparing the Commercial Envelope.

Note Once the Response Envelopes have been created, you can now move onto setting up the evaluation members for each envelope. Refer to the topic, Setting up Evaluation Groups. If you need to add Supplier(s) as part of By Invitation Only RFQ, refer to the topic, Adding Supplier(s) when selecting By Invitation Only.