{"id":148103,"date":"2026-09-28T11:36:23","date_gmt":"2026-09-28T11:36:23","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=148103"},"modified":"2026-10-13T08:16:22","modified_gmt":"2026-10-13T08:16:22","slug":"guide-to-creating-a-bid-and-building-the-bill-of-quantities","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/guide-to-creating-a-bid-and-building-the-bill-of-quantities\/","title":{"rendered":"Guide to Creating a Bid and Building the Bill of Quantities"},"content":{"rendered":"

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A bid lets you record client requirements, and estimate the cost of a potential project by building a hierarchical item tree (Bill of Quantities). In this article, we explain the steps to create a new bid, and how to build its Bill of Quantities.<\/p>\n

[\/vc_column_text][vc_custom_heading text=”Steps to Creating a Bid and Building the Bill of Quantities” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1790595833339{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”First: Accessing the Add Bid Screen” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:1.8″ use_theme_fonts=”yes”][vc_column_text]<\/p>\n

Step 1: Opening the Creation Screen<\/strong><\/p>\n

From the sidebar menu, click on “Construction,” then go to “Bids,” and click the “Add Bid” button.<\/p>\n

[\/vc_column_text][vc_single_image image=”148112″ img_size=”full” alignment=”center”][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Second: Filling In the Bid Information” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:1.8″ use_theme_fonts=”yes”][vc_column_text]<\/p>\n

Step 2: Filling In the Basic Data<\/strong><\/p>\n

Enter the “Bid Title” (required). The “Bid No.” appears automatically. Select the “Client” (required) from the list, with the ability to search by name, code, email, or mobile number (only “Active” clients appear).<\/p>\n

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Step 3: Completing the Optional Data<\/strong><\/p>\n

Specify “Valid Until” (optional), and add the “Description” and “Attachments” (optional) as needed.<\/p>\n

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Step 4: Adding the First Main Tender<\/strong><\/p>\n

One line for a main tender appears automatically when the creation form opens. Enter the item’s title in the “Item” field (required, must be unique among main tenders at the same level and parent).<\/p>\n

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Step 5: Adding Sub-Tenders or Work Items<\/strong><\/p>\n

Click the “Add” icon next to the main tender to add a “Sub Tender” (up to 3 sub-levels maximum under the same main tender), or a “Work Item” \u2014 with the work item only addable under the last level in the tree (whether that’s a main tender or a sub-tender).<\/p>\n

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Step 6: Specifying the Work Item, Quantity, and Unit<\/strong><\/p>\n

For a work item, select the item (required) from a dropdown displaying “Active” work items defined in inventory (searchable by item title). Enter the “Quantity” (required), and select the “Unit” (required) from the list of unit templates defined in the system.<\/p>\n

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Notes<\/strong><\/p>\n