How Do I Create and Send a Custom Package?

If the tender you are working on requires a trade you don’t regularly use, or you need to issue a subcontractor two or more packages, we recommend using our Custom Package feature. This allows you to create a package not based on your trade headings with a custom name, eg. Roofing and Hydraulics.

To create a Custom Package you’ll need to jump into the Document Matrix and select Add Custom Package via the Menu at the top left of the page.

You will then be prompted to provide a name and select a discipline, so we know where in the Document Matrix to position the package.

Sending the Custom Package

Once a package has been created, you can send it out one of two ways.

1. At the Invitations step, you can change the Package drop-down menu to select your Custom Package.
2. Using the Invite To Quote button from the Invites & Responses page or from the Address Book.