Require NDA Agreement on a RFx
Accessing the "Manage RFx Settings" Tab:
In order to enable suppliers to sign a contract before participating on a bid, you will need to access your BidOut dashboard.
From there you'll select the "Company Settings" tab at the bottom left of the page.
After that point you'll see a tab named "Manage RFx Settings".
Navigating the "Manage RFx Settings" Tab:
Once you are within the "Manage RFx Settings" tab you'll notice two things.
First, there will be an option to require all supplier's to sign the document you choose to upload. There will be a simple check box which will enable this feature.
Second, there will be an upload button, which will allow you to provide the document that you wish for suppliers to sign and acknowledge.
Lastly, there will be a save button which quite plainly saves the settings you selected.
Supplier's Viewpoint:
When a supplier is invited to a bid that has NDA or Contract in place, they will go to click on the bid and will first be presented with the document necessary for them to sign.
Rather than being able to view their bid like normal they will instead have the bid information omitted and will only see the document provided, with the option to sign.
Once they sign said document they will once again have full access to the bid and will be able to proceed like normal.
Operator's Viewpoint:
If the NDA/Contract setting is enabled for a bid, then the operator will have viability for every supplier on whether or not they have signed the document.
Amidst the other icons that a supplier will have next to their name on the "Bid Detail" tab for a bid, there will now be one that looks like a signed document.
If this "Signed Document Icon" is green, then it means a supplier has viewed and signed the document and can now view the bid itself.
If however, the "Signed Document Icon" is yellow, that means that the supplier had yet to sign the document, and therefore has no visibility on the bid.
Available Tags
These tags are available to be used on a Word .doc or .docx document
{date} - Today's Date
{bid_title} - Titel of Bid
{supplier_name} - Supplier Company Name
{supplier_first_name} - Supplier First Name Signing Document
{supplier_last_name} - Supplier Last Name Signing Document
{supplier_title} - Supplier Contact Company Title
{supplier_address1} - Supplier HQ Address 1
{supplier_address2} - Supplier HQ Address 2
{supplier_hq_city} - Supplier HQ City
{supplier_hq_state} - Supplier HQ State
{supplier_hq_zip} - Supplier HQ Zip Code
{supplier_phone} - Supplier User Phone Number
{ip} - IP Address of User Signing Document