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Workday User Guide
Last Updated: 2023-08-11
Manage Proxy Bidding

Manage Proxy Bidding

You can use proxy bidding when a supplier is unable to submit their bid online. Proxy bidding enables you to submit or update a bid on behalf of a supplier. When you use proxy bidding, you can ensure that all data is available to compare in 1 location.
Proxy bidding is available for:
  • All sourcing events.
  • Supplier performance management.
  • Supplier forms.
You can also use proxy bidding to update event worksheets and questionnaire responses on behalf of your supplier.
  1. Import a new bid or update an existing bid by accessing the
    Invited Suppliers
    section of your event dashboard.
    The process for importing a new bid and updating an existing bid is the same.
    When updating an existing bid:
    • If your supplier has already started working, the bid export file contains all of their currently entered work.
    • If you change bid information for your supplier, the import overwrites the supplier bid to match the current file that's importing. You retain a record of the previous supplier bid after import.
    • After updating a supplier bid, the supplier can see the most current bid information in their account upon logging in.
  2. Select the supplier that you're proxy bidding for.
  3. In the side panel, click
    Import Bid
    .
  4. Click
    Export Bid Sheet
    .
  5. Enter the answers for your supplier into the spreadsheet, then save the updated file to your computer.
    Only enter answers in light blue cells within the file.
  6. When you're ready to import the bid, click
    Import
    .
  7. Attach the completed spreadsheet file on your computer under the
    Attach Bid Sheet
    section. Attach additional documents if needed.
  8. Select the
    Submit Bid Sheet
    button.
    Importing a bid might take a few minutes. If the import process lasts longer than 5 minutes, contact support for assistance.