Evaluating submissions offline

Once the bids have been opened its time to evaluate the bids, iSpec lets you to export all of the vendors submissions to excel and evaluate offline.
Unlike in tender preparation phase where you can import and export to and from iSpec the exporting feature during evaluation and negotiation is only one way meaning you can only export the data for read offline you cannot export any data back into iSpec, all negotiations will need to be completed online in iSpec.
 
Option 1 Export from the project overview page
 
Expand the documents section  and click the Export documents button.
 
 
This will expand the documents section further and list all of the documents that can be exported.
The documents will be listed with an icon indicating the formats that can be downloaded,  MSWord or MSExcel formats.
 
 
 
If you would like to export a single document then click the relevant icon next to document you wish to export, this will automatically export the document
If you wish to export multiple documents then select the checkbox next to each document and click the link Export selected documents this will create a zip file and export all documents into 1 zip file.
 
Option 2 Export from within a document
 
If you wish to download the document you are working on you can do so directly from within the document by clicking the Export to excel link this will export the current document to excel.
 
 
You can choose other documents in your tender by selecting  from the drop down list, when the document is opened you can then click Export to excel link.
Once the document are exported you can open the spreadsheet and work on the document, you can edit items that have been created in iSpec but you cannot create new items in the spreadsheet.
During preparation phase you can edit the following settings:
 
  • Edit paragraph text
  • Download attachments
  • Edit internal user settings
  • Edit external user settings
 
Once you have finished working on the document you can import the document back into iSpec, all current iSpec settings will be overwritten and replace with the settings in the document.
For more information on importing documents please see the importing documents during tender preparation phase
 
 
Note: if the document does not have the Export to excel link then the document type is not exportable for more information on exporting document types please the document types section.
 
 
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