How do I issue the final bid and make later corrections?

🧮 Estimating
  1. Complete Review and save a current approved Closing.
  2. Open Issue bid, preview the final customer BOQ, and check descriptions, quantities, selling prices and total.
  3. Confirm issuance with the required approval authority. TCC records an issue number/date, preserves the accepted version and opens a new working draft.
  4. Select the issued version to print/save PDF or download CSV in English or French. Send the document to the customer separately; TCC does not email it through this action.

Later corrections belong to the new draft and require review, Closing and a new issue. Previous issued prices remain unchanged. If confirmation is interrupted, retry the same confirmation.

Related: Closing approval.

Was this helpful?

Related Articles

→ How do I prepare a bid in Estimating? → How do I create, find or switch estimates in the bid pipeline? → How do I import a BOQ and correct flagged cells afterward?
Back to Estimating