Financial offer

Overview

The financial offer module is where you price your bid. The editor adapts to pursuit type: item-based catalog pricing for supplies, rate card / staffing for services, and BOQ cascade pricing for works. One sidebar entry — three pricing engines behind pursuit type configuration.

Pricing connects to Technical offer product lines (supplies), staffing assumptions (services), and Works offer BOQ structure (works). Final checkup flags unpriced lines and zero totals.

Tip: Before entering prices, confirm you have:

Set pursuit type on Overview
Completed technical structure (products, rate roles, or BOQ import)
Chosen currency consistent with tender rules
Simulated totals against estimated contract value
Team banking settings for forms that echo IBAN (via document generation)

Important: Simulation tweaks do not export until applied to live rows — confirm which mode you are in.

When this module appears

Pursuit type	Sidebar	Engine
Supplies	Financial offer	Quantity × unit price lines
Services	Financial offer	Rate card + staffing matrix
Works	Financial offer	BOQ unit rates + cascade

Country profiles register one financial module per type.

How to open

Path	Steps
Pursuit sidebar	Your proposal → Financial offer
Final checkup	Click financial issue

Layout by type

Supplies editor

Area	Content
Items table	Qty, unit price, total
Bulk actions	Multi-select edit/delete/simulate
Filters	Attribute filters
Simulation tab	Strategy what-if
Totals	Grand total + currency

Services editor

Area	Content
Rate card	Roles and rates
Staffing matrix	FTE by phase
Column resizer	Table layout
Pricing panel	Summary math
Lump sums	Fixed deliverables

Works editor

Area	Content
BOQ tree	Sections → chapters → items
Unit rates	Per measurement unit
Cascade totals	Roll-ups
Simulation tuning	Row adjustments
Summary tab	Project total

BOQ structure shared with Works offer; pricing happens here.

Key actions

Action	Applies to
Add / edit line	Supplies
Import from technical offer	Supplies
Set unit price	All
Configure rate roles	Services
Edit staffing matrix	Services
Tune simulation	Supplies, works
Bulk edit	Supplies
Save (optimistic)	All types

Numbered workflow — supplies pricing

Complete Technical offer product import.
Open financial offer — import lines from technical.
Enter or sync unit prices.
Run simulation for discount scenarios.
Apply winning scenario to live rows.
Verify grand total vs tender estimated value.
Open Final checkup.

Numbered workflow — works BOQ pricing

Import BOQ via Works offer or analysis.
Verify hierarchy in BOQ tab.
Enter unit rates per line in financial editor.
Check cascade section totals.
Use summary tab for unpriced item count = 0.
Feed totals to Construction standard forms Vol. III.

Relationship to works offer

No separate BOQ sidebar link in many profiles — integrated editor is single entry.

Empty and processing states

State	UI
Context loading	Loading placeholder
Type not set	Set pursuit type message
No lines	Add/import prompts
BOQ empty	Import BOQ prompt
Saving	Sync indicator

Downstream dependencies

Data	Used by
Unit prices / totals	Financial PDF
BOQ priced items	Works submission
Rate totals	Services documents
Document concepts	Document editor
Checkup	Final checkup

Edge cases

Situation	Action
Import missing lines	Re-sync technical offer
Currency mismatch	Align with tender
Cascade wrong	Fix BOQ hierarchy
Simulation not applied	Click apply to live

FAQ

Can financial offer exist without technical?

Supplies: import path expects technical lines. Services: rate card can stand alone.

Does VAT belong here?

Follow tender instructions — some forms separate VAT.

Works — where is BOQ structure edited?

Works offer or structure tab in integrated editor.

Auto-save conflicts?

Refresh if optimistic save errors.

Export to Excel?

Use document generation / authority template paths.

Lost pricing after type change?

Avoid changing pursuit type after pricing — regenerate.

Works offer
Technical offer
Construction standard forms
Final checkup
Pursuit overview
First pursuit workflow