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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Submit a Prequalification Form
 

 

Prequalification Portal

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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   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Respond to a Prequalification Change Request   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Prequalification Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View a Prequalification Form   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

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.

Below are the notable changes to the company's Prequalification Portal tool. 

Recent Changes

No recent notable changes.