1. Open “My Bids, Tenders, and Quotes” and select the desired contract. Click on the “Schedule of Prices” tab.
2. Select “Import” on the right side of the Pricing tab:
3. Import your excel file by one of the following methods:
A. Upload an existing Excel sheet:
- Select the “Try the Smart Importer (Experimental)” box
- Upload your Excel file
- Note: the importer only accepts Excel formats 2007 and later
- Click “Accept”
B. Upload using the provided Template:
- Select the “Download Template” button and open file once download is complete
- In the “Tender Form Worksheet” tab, fill in section headers with item number, name, quantity, unit type, and unit price. Description is optional
- Note: you need to enter at least the item number and item name to upload the file
- You may also add provisional items in the “Provisional Worksheet” tab
- Tip: We have provided example worksheets to see how you can fill in the sheet as well as an example of numbering styles for organizing your items
- Once you’ve completed filling in the Excel Template, Save and upload file
- Important: Importing the excel file will overwrite all existing items in your Schedule of Pricing and/or Provisional Items
- You will be shown a preview of the import. Here you can change the indent and outdent of a given item. Click “Finish Import”
Download the template here: