Creating a Tender using a template

Using a template helps to increase efficiency, improve productivity and standardise best practice across your team. Can’t find an ideal template? Click here to learn how to create a template.

There are two ways to create a Tender on LegalEye. With a template or without a template. This guide will walk you through the steps in order to create a Tender with a template and how to access the tender creation form.

On the left-hand menu in LegalEye, click the 'Templates' button located at the centre of the menu.

Filter and search for an appropriate template. Click the template title to open up the template

Review the template, then click "Use Template", to start creating your tender with this template.

Alternatively, click the 'Tenders' button in the left-hand menu to navigate to the Tender Index, followed by the 'Create Tender +' button on the right side of your screen.

Clicking 'Create Tender +' will open up a selection modal where you can create a tender from a template or continue without a template. Select an appropriate template.

Review the template, then click "Use Template", to start creating your tender with this template.

The 'Information' and 'Brief and Scope' sections of the create form can be edited on the page. Simply click the field you wish to amend and make your desired changes.

To edit attachments in your tender, navigate to the 'Edit Attachments' section on the create form. Click 'Edit Attachments'

11. Clicking "Edit Attachments" will redirect you to the attachments screen where you can upload your attachments, remove files and set permissions.

To edit the scope of work in your tender, navigate to the 'Edit Scope of Work' section on the create form. Click "Edit Scope of Work"

Edit the deliverable title, deliverable description, task title, task description and fee type.

To edit questions on your tender, navigate to the '+ Edit Questions' section on the create form. Click "Edit Questionnaire"

To add or edit key dates, navigate to the '+ Add Key Dates' section on the create form. Click "Add Key Dates"

Click "Set dates" to add a date and time to your chosen key date, then click "Add to key dates" to save your entry.

To "Edit Lead Contacts", navigate to and click the "Edit Lead Contacts" section in the create form

To add firms (or legal service providers) you wish to invite to tender, to your tender, navigate to the '+ Add Firms' section on the create form and click "Add Firms" Using the search field, search for the law firms you'd like to invite to tender. Use the "select +" button to confirm your selection and add a law firm to the list.

To add recipients, navigate to the '+ Add Firms' section on the create form and click "Add Recipients" to specify who in the law firm should receive the invitation to tender.

In the modal, search and select all the recipients you wish to invite. Click "Add" to confirm your selection and them to your tender.

If you do not have any firms or recipients, you'll be presented with the "Save as Draft" button

If you do have firms or recipients selected, you'll be given the option to either "Save as Draft" or "Send Tender".

Clicking send will send an email notification to your recipients to clear conflict and create a proposal for your tender. This action will also transition your tender from ‘drafting’ to ‘active’

In LegalEye Tender’s can easily be saved for completion at a later date. Saving your Tender as a draft affords you more time to work on the contents of the Tender or invite your colleagues to collaborate on the Tender with you <link to inviting colleagues>.

You'll find the option to save your tender at the bottom of the form. The primary call to action you'll see will depend on if you have firms or recipients added to your tender.

If you do not have any firms or recipients, you'll be presented with the "Save as Draft" button

If you have completed the 'Add Firms' section of the create form and have firms/recipients added to your tender, the 'Send Tender' button will be the primary call to action, with the 'Save as Draft' button on the left.

Clicking 'Send Tender' here will send an invitation to tender to your selected recipients.