Creating tables in the Intelligent Bid Book

What is the Intelligent Bid Book?

The Bid Book is a part of your project where you create tables to structure information. Each table consists of rows with questions, answers, document names, and page numbers.

You can use this data to:

• Manage Q&A questions (for example, directed at a contracting authority);

• Collect Requirements from documents;

• Create Custom tables for things like risks, strategies, or internal notes.

Create a new table

1. Go to the desired project.

2. Click on the Bid Book tab.

3. Click on + Create new table.

4. Choose the table type:

   • Q&A – use this for Q&A questions.

   • Requirements – to collect requirements or obligations from tender documents.

   • Custom – for your own table structure. 

Enter the name for the table and click Confirm. You will now see an empty table where you can add rows.

Adding and editing rows

Click on Add row to add a new line.

Rows that are automatically added include:

• Document name

• Page number

• Highlight link – directs straight to the marked passage in the document.

You can sort, filter, or edit columns via Edit table in the top right.

Linking annotations to tables

When you highlight a piece of text in a project document, you can link this marking directly to a row in the Bid Book. This allows you to always navigate from the table back to the exact spot in the document.

Custom tables

Do you want to use your own table structure (for example, for internal risk analysis or lessons learned)?

Then choose Custom when creating the table.

You can add or remove columns to adapt the structure to your workflow. You can do this using the plus sign on the far right of the columns; here you can add various fields, such as a text field, a number, a date, a checkbox, a choice from users in the environment, or tags.

Summary