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Review & submission

Submission pack

The Submission tab is where the tender becomes the document you actually send. Everything priced in Quote Comparison and settled in Review feeds into it, and you shape the finished document from a panel of options before you download it.

Shaping the document

Down the side of the Submission tab:

  • Document — choose Summary (one line per trade) or Itemised (trade totals with the scope items underneath); itemised can also show line item costs.
  • Pricing — show or hide margin, and set the GST rate for this document (it starts from your company default but is adjustable per submission).
  • Include — toggle Clarifications and Exclusions on or off, so you control whether the notes from Review's second tab print in this particular document.
  • Revision — add a revision number if this submission is a re-issue.

A live preview updates as you change these, so you can see the document taking shape before you commit to it. When it's ready, Download PDF produces the file. There's nothing irreversible about any of this — change an option, re-download, and you have a fresh PDF; nothing about the tender itself is affected by how you choose to present it here.

Provisional sums

If the tender carries any provisional sums, they don't get scattered through the trade breakdown as separate line items. Instead:

  • The breakdown carries one aggregate line — "Provisional Sum" or "Provisional Sums", depending on how many there are — sitting alongside the priced trades, rolled into the total the same as everything else.
  • A separate Provisional Sums recap section further in the document lists each allowance individually: its title, the full allowance statement, and the amount.

That split keeps the main breakdown readable — the client sees one figure for provisional sums at a glance — while the recap section is where they can read exactly what each allowance covers.

Related: Comparison & margin, Clarifications & exclusions, Cost options & provisional sums for how a provisional sum gets set up on the ledger in the first place.