| To use a bid |  |
| The objective of the estimate process is to prepare a proposal, a quotation, or a bid consisting of the sales price information of elements, the project schedule, and invoicing information. You can perform such an estimate by using the integration with Microsoft Word. The relevant information that is required to prepare the bid is transferred from a ERP LN estimate to a Microsoft Word template. Although ERP LN provides standard templates, you can also easily define such templates yourself. For the preparation of a bid, you must select particular lines of an estimate version. To store the documents that are relevant for an estimate in ERP LN, use the standard document management functionality. These templates include the Microsoft Word template itself, Project Plan, CAD drawings, Microsoft Excel calculation sheets, or any other documents related to the estimate. A bid holds the outcome of the estimate process and the deliverables for the customer, such as: Scope documents. Summary sheets. Agreements. Schedules. Sales price estimates. The documents result from: Reports. Microsoft Excel sheets. Microsoft Word documents. Microsoft Project plans. In Project, you can attach all documents to a bid. An estimate version can have one or more bids. You can use multiple bids to: Provide alternative offers. Bid for multiple customers in the project. To identify which part of the estimate is in the bid, you can define bid lines. Bid lines are the selected estimate lines for a given bid. The estimate lines are generated by the Prepare Bid (tpest3210m000) session or inserted manually with the Insert Bid Lines option. Related topics To launch an estimate to a budget To create an estimate |