Tender Phase Project Resources
Resources to guide you through platform features for projects in the tender phase
36 articles

Start Here - Tender Phase Project Basics
Get a head start on Tender Phase project creation and management with these resources
Start Here - Tender Phase Project Basics
Get a head start on Tender Phase project creation and management with these resources
How to Set Up a Tender Phase Project on E1
Learn how to add tender phase projects with this step-by-step guide
Managing Tender Phase Responses
A guide to understanding enquiry responses
How to use The Network
Expand your supply chain network on E1 and boost your quote coverage
How to Add Users to Your Account
How to Create an Addendum and Issue Notifications
The Address Book FAQ
Answers to frequently asked questions about the Address Book
Managing Documentation Requests
How to respond to requests for documents on E1
How to Use the Document Matrix Video
A video guide to making document packages using the Document Matrix
How to Use the Document Matrix
The Document Matrix allows you to organise your documents into packages, check out this guide to learn how
How to Create and Use Lists
Speed up the invitation process by creating Contact or Company Lists
How to create an Addendum Video Guide
Quick video guide to creating an addendum
How to Create a Document Package Video Guide
Quick video guide to creating packages on E1
Guide to Labelling File Names
This article contains a guide to labelling file names, check it out to make sure revisions are seamless

Creating and Managing Projects
Resources to help you create and manage Projects on E1
Creating and Managing Projects
Resources to help you create and manage Projects on E1
How to Set Up a Tender Phase Project on E1
Learn how to add tender phase projects with this step-by-step guide
Managing Tender Phase Responses
A guide to understanding enquiry responses
Issuing and Tracking Correspondence
How to issue and track Correspondence on E1
How to Create an Addendum and Issue Notifications
Creating and Managing Projects FAQ
Answers to frequently asked questions about creating and managing projects on E1
Project Access FAQ
Answers to frequently asked questions about restricting project access to team members on E1
Managing Documentation Requests
How to respond to requests for documents on E1
Managing projects with an NDA
How to manage projects that require a non-disclosure agreement
How to Revise Packages and Documents Outside of an Addendum
How to Prepare Your Documents for Uploading to E1
This article shows you how to prepare your documents before uploading them to E1
How to Create and Use Lists
Speed up the invitation process by creating Contact or Company Lists
How to Notify All Subcontractors of an Addendum Even if They Haven't Downloaded Documents
How to create an Addendum Video Guide
Quick video guide to creating an addendum
How to Create a Document Package Video Guide
Quick video guide to creating packages on E1
How to Add a Custom Due Date to a Package
How to set a different due-date at a package level

Enquiries and Responses
Resources to help you manage Enquiries and Responses through E1
Enquiries and Responses
Resources to help you manage Enquiries and Responses through E1
How to Set Up a Tender Phase Project on E1
Learn how to add tender phase projects with this step-by-step guide
Managing Tender Phase Responses
A guide to understanding enquiry responses
Quote Analysis
Guide to the E1 Quote Analysis Tool
Quote Analysis FAQ
Quote Analysis Frequently FAQ
Issuing and Tracking Correspondence
How to issue and track Correspondence on E1
Notifying All Subcontractors & Suppliers of a Revision (Even if They Haven't Downloaded Documents)
How to notify all subcontractors and suppliers of a revision
Managing Documentation Requests
How to respond to requests for documents on E1
Managing projects with an NDA
How to manage projects that require a non-disclosure agreement
Enquiries FAQ
Answers to frequently asked questions about enquiries
How to Create and Use Lists
Speed up the invitation process by creating Contact or Company Lists
How to Add a Custom Due Date to a Package
How to set a different due-date at a package level

Managing Documents
How to manage Documents on E1
Managing Documents
How to manage Documents on E1
How to Set Up a Tender Phase Project on E1
Learn how to add tender phase projects with this step-by-step guide
Issuing and Tracking Correspondence
How to issue and track Correspondence on E1
How to Create an Addendum and Issue Notifications
How to Use the Document Matrix Video
A video guide to making document packages using the Document Matrix
How to Use the Document Matrix
The Document Matrix allows you to organise your documents into packages, check out this guide to learn how
Managing projects with an NDA
How to manage projects that require a non-disclosure agreement
How to Use the Document Previewer
How to preview and edit any PDF document you upload to E1
How to create an Addendum Video Guide
Quick video guide to creating an addendum
How to Create a Document Package Video Guide
Quick video guide to creating packages on E1

Tender Phase Videos
Video guides for projects in the Tender phase
Tender Phase Videos
Video guides for projects in the Tender phase
The Post-Award Handover Video
How to handover your project to the procurement phase
The E1 Network - Video Guide
Expand your network and increase quote coverage with the E1 Network
Notifying Subcontractors or Suppliers That Their Quote Was Unsuccessful Video
How to Use the Document Matrix Video
A video guide to making document packages using the Document Matrix
How to Issue Scopes of Work Video
A video guide to issuing Scopes of Work
How to create an Addendum Video Guide
Quick video guide to creating an addendum
How to Create a Document Package Video Guide
Quick video guide to creating packages on E1

The Address Book
Resources for the Address Book feature
The Address Book
Resources for the Address Book feature
How to Upload Files & Store Them in the Address Book
How to upload files such as Schedules of Rates, Capability Standards Statements, Insurance Certificates or Tender Forms and Schedules to contacts in your Address Book
How to Set a Preferred Contact in Your Address Book
How to Create and Use Lists
Speed up the invitation process by creating Contact or Company Lists
How to Archive Companies in Your Address Book
This guide shows you how to archive and unarchive companies in your Address Book

Managing Your Team on E1
Managing Your Team on E1

Managing Quotes
Resources to help you manage Quotes on E1
Managing Quotes
Resources to help you manage Quotes on E1
Managing Tender Phase Responses
A guide to understanding enquiry responses
Managing Quotes Through E1
How to manage Quotes
Quote Analysis
Guide to the E1 Quote Analysis Tool
Quote Analysis FAQ
Quote Analysis Frequently FAQ
Issuing and Tracking Correspondence
How to issue and track Correspondence on E1
Managing Quotes FAQ
Answers to frequently asked questions about managing quotes on E1

The Network
Find new subcontractors using our extensive Network feature
The Network
Find new subcontractors using our extensive Network feature