Submitting your Bid Documents

Once you have responded to the Commercial Terms, the next step in submitting your proposal is the required documents.

To begin, click on the sourcing event in the list on the left to open it, and then click on the Documents tab of the event card on the right.

Adding Requested Documents

On the Documents screen, you will find a list of any documents you are required to provide with your bid.

You may also find documents provided by the Buyer that you need to download, redline or add information to, and submit by re-uploading to this page. 

• Any documents that say "(required)" next to the title have been marked required by the buyer and must be uploaded in order to submit your bid.

To download a file

Click on "Download the template [file name]," or the purple download icon next to it ().

Prepare the document

If the buyer has provided a template for you to fill out, open the file and review it. Once you have added the required information, save your edited copy on your computer. If you are preparing a document from scratch, complete the requested document and save it on your computer.

To upload a file

When your required document is ready, return to the event's Documents screen in Conductiv® and click the Upload Document button under the relevant requirement.  

• Navigate to the file on your computer and click Open.
• You will then see a message indicating that your upload is complete and that your responses have been saved. Your file is now uploaded to the site and will appear in the list of Requested Documents.
• If you need to review the file you uploaded, click on "Download your uploaded file [file name]" to download it again.

• If multiple documents are required, there will be a separate Upload Document button for each requirement. Be sure to attach each file in the relevant section, and to upload only one document per slot.
  
  • If you have more than one document that needs to be uploaded in a specific Requested Document slot, compress the files into a single .zip file before uploading.
  • If you have additional documents, you will have an opportunity to add them at the bottom of the page. 

To edit or replace a file

• If you need to update a file you have uploaded, simply repeat the upload process with the newer version that has your changes incorporated. The new upload will replace the previously uploaded file.
• To start from your previously uploaded version, download the original file from the platform, edit it as needed, re-save it on your computer, and then repeat the upload process to replace the original file with the new one.

Adding Optional Documents

If you have additional documents you would like to provide, you can upload them in the Documents for [Customer Name] section at the bottom of the Documents tab. This section allows you to upload any supplemental documentation that is not specifically asked for above.

To upload a file

• Under Add a Document, type the title of your file in the "Enter a document title..." box.
• Type a description of your document in the "Enter document description..." box to indicate to the Buyer what information you are providing.
• Click "Find file..." 

  

• Locate the file on your computer. Click "Open."
• The title of the file you have selected will appear on the Documents screen.

  

• Click the Upload Document button.

  

• Only one document can be uploaded per document slot. To add additional files, repeat the process, first adding a new title and description and then clicking "Find file..." again. You can also compress multiple files into one .zip file and then upload your .zip file to the Documents screen.

Next: Lot & Line Items

Learn how to submit the financial portion of your proposal.

Or, if you are working on an RFI, skip to how to submit your completed proposal.