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Administrator Guide
Last Updated: 2023-09-08
Use Excel to Submit Bids

Use Excel to Submit Bids

You've accepted the invitation from the sourcing manager to submit bids.
You can create your bid proposal using Excel.
  1. Access the bid event on your home page.
  2. In the
    Take Bid Offline
     section, select
    Export Bid
    .
    A copy of your bid proposal downloads to an Excel spreadsheet and organized into multiple tabs. These tabs include questionnaires, worksheets, required documentation, and additional documentation. You can enter bids and information into any cells highlighted in blue.
    If you don't receive questionnaires or worksheets to complete, the sourcing team might ask you to submit specific documentation to complete your bid proposal.
  3. Read the
    Instructions
     tab on the spreadsheet.
  4. Save the file when you've fulfilled all the bid proposal requirements.
    When naming the file, don’t include special characters in the name. Special characters can cause errors when uploading.
    Strategic Sourcing can't unlock cells for editing as the format must match what is on the Strategic Sourcing platform. This is to ensure your information imports correctly. Only suppliers can edit the blue cells to provide details.
  5. Click
    Import Bid
     from the
    Take Bid Offline
     section of your bid event, select your Excel spreadsheet manually using the
    Browse for Files
     button, or drag and drop the file into the box.
  6. When the file finishes loading, click
    Import Bid
     again to complete the import operation.
A Bid Import Successful message displays and you can view your bid using the
View My Response
 button.
You can also view your responses on the Strategic Sourcing platform in their associated sections. Example: If you filled in a questionnaire on Excel, your responses populate in the questionnaire on the bid proposal.
The event now displays in the
Responded
 tab on the Home page.
If you want to change your bid proposal, we recommend that you export the Excel file each time you update to ensure you are working from the most up to date copy of your bid proposal.
If the sourcing team makes any updates to the structure of the bid event, you must export the bid again, because you won't be able to import it back into Strategic Sourcing if the format doesn't match.