Creating a Tender

Video Tutorial

Creating a Tender

Tenders can be created in two ways:

1. Manually on Winmore
2. Automatically, via an integration with another software (like a CRM)

To create a tender in Winmore, click the Quick Create button in the main navigation and select the Tender record template. Alternatively, you can also navigate to the Tender Record Template and click New.

• Name the Tender and enter the available fields.
• Upload the related tender documents by dragging and dropping the files into the documents upload area.
• Finalize your entries and once ready click the Create button on the top right of the slide-out.

The system will show a success message and allows you to either continue on the created tender or create another tender record.