Consultants - Reviewing Pricing Documents

When your Prime or GC asks you to review a pricing document, Part3 can help you keep all information, discussion, and history of the quotes in one place so you can easily reference it, and more importantly, link it directly to your change documents.

Reviewing the Pricing/Quotation

When you're assigned to review a pricing document, you'll have a task on your project overview page.

Step 1: Click the 'Review' button to jump right to the document you need to review.

Step 2: View the 'Pricing details' area and any PDF attachments. Use Part3's in-app annotation tools to provide any comments or markups directly on the attached document.

Step 3: On the right-hand side of the screen, you will see the response area. Use the dropdown menu to select your review status and leave any notes you have for the project team. When finished, click 'Submit'.

Step 4: As an optional step, you can upload any attachments/letters that are relevant to your review.

When you've finished your review, you can dismiss your task.

Request a Revision (if required)

If the quote has been rejected or needs to be revised, you can request a revision via Part3. This will ensure that the history of the quote and all the associated attachments are tracked in Part3 for record purposes.

Step 1: Click the 'Request Revision' button.

Step 2: A pop-up will appear. Select who you want to notify of the revision request and provide a description of why you are requesting a revision. This description will be included in the email sent to them.

Step 3: When finished, click 'Request revision'. This will trigger an email to all of the contacts you selected.

An orange bar will now appear across the top of the pricing document to show that a revision has been requested. This will include the description you entered in the previous step.