Prequalification Portal

The Prequalification Portal tool gives users the ability to view and submit their prequalification forms, and the Prequalifications tool enables you to extensively evaluate the companies that bid. This helps to make sure that your best interests are protected and financial risks are minimized.

Configure your Prequalification form
Invite companies to prequalify
Review and Comment on a prequalification form
Create a Change Request for a prequalification form
Prequalify a company
View the prequalification form
Submit a prequalification form
Respond to a change request

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How do I give users access to the Prequalifications tool?

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Prequalification Portal

The following table highlights which user permissions are required to perform the described user action.
Note: Users will only have access to prequalification forms that they have been invited to collaborate on.

Task	None	Read Only	Standard	Admin
Edit a Prequalification Form via the Prequalification Portal
Respond to a Prequalification Change Request
Submit a Prequalification Form
View a Prequalification Form

Users need to be added to the Company level Directory in order for you to invite them to prequalify. Once they are invited to prequalify, they will automatically be given 'Read Only' permissions on the Prequalification Portal tool.

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Submit a Prequalification Form

Prequalification Portal

Prequalification Portal

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