TTauracoDocumentation
FREN
The Tauraco siteapp.tauraco.io
Home › User guide › Prepare a bid and execute the contract
Document menu← Home
User guide
  1. 01Getting started
  2. 02The company's ERP
  3. 03Financing, on the company side
  4. 04The deal desk, on the bank side
  5. 05Collateral and third-party custody
  6. 06Platform administration
  7. 07Annex
  8. 08The company workspace and module access
  9. 09Tenders, favorites and alerts
  10. 10Track commercial activity in CRM
  11. 11Prepare a bid and execute the contract
  12. 12Bonds and Banking Connect
  13. 13Prepare a Collateral dossier
  14. 14Human resources and team capacity
  15. 15Subscription, entitlements and Founders programme
  16. 16Assistance, notifications and tracking
  17. 17Data & integrations
Other documents
User guide

Prepare a bid and execute the contract

The Marchés (Contracts) module supports bid preparation and the tracking of awarded contracts: documents, milestones, budget, teams and invoices. The bid and contract remain separate records, linked after award.

11.1 Start and resume preparation

From a public notice, Préparer mon offre avec Tauraco leads to Préparer mon offre after sign-in. You can then find the record in Marchés → Candidatures et contrats → Candidatures (/marches/candidatures). Fiche de la candidature brings together documents and tracking; Assistant de préparation opens the guided workflow.

The company's bid list. Illustrative example with no contractual value.
The company's bid list. Illustrative example with no contractual value.

11.2 Work through the seven steps

  1. L'avis (Notice). Check the official announcement and deadline. Résumer avec l'assistant, when available, proposes a summary to review with its sources and uncertainties. Distinguish explicitly required documents from suggestions.
  2. Go / no go. Answer the criteria, then choose Décider : on soumissionne (go) or Décider : on ne soumissionne pas (no go). Enregistrer les réponses sans décider saves an assessment that remains open.
  3. Dossier administratif (Administrative documents). Use Reprendre les informations de ma fiche société, then review details and identifiers. These do not replace certificates. Complete the checklist with Joindre le fichier or Remplacer le fichier, respecting categories and the displayed 20 MB limit.
  4. Offre technique (Technical bid). Gather the required documents and references. If using Vérifier la capacité, review skills, certifications and availability from HR records; the calculation does not certify the supporting documents.
  5. Offre financière (Financial bid). In Bordereau des prix, choose Ajouter une ligne, enter quantity, unit, unit price excluding tax and tax, then Enregistrer le bordereau. Check rounding and the tax-inclusive total carried into the proposed amount. Exporter en CSV supports external review.
  6. Cautions (Bonds). Declare the required bond and amount. Chapter 12 explains how to request a bid bond; this can begin before award, without a won contract or invoice.
  7. Soumission (Submission). Read Ce qui bloque cette étape, check all official tender requirements and submit to the buyer through the prescribed channel. Then record the tracking information in Tauraco.

11.3 Award and contract

In Résultat, an authorized manager selects Marché remporté or Marché non obtenu and Enregistrer le résultat based on the actual decision. For a won bid, Créer le contrat en brouillon opens contract preparation. A won status alone does not prove award: retain the notification and supporting documents.

In Contrats (/marches/contrats), complete the buyer, reference, amount, currency, dates and ERP customer. Enter Signé le only after actual signature and attach evidence in Documents. A contract can also be created directly with Nouveau contrat. Changer le statut tracks execution status; this entry does not perform a signature.

Contract and execution tracking. Illustrative example with no contractual value.
Contract and execution tracking. Illustrative example with no contractual value.

11.4 Milestones, work statements, teams and invoices

Contract tabs include Jalons (Milestones), Situations (Work statements), Avenants (Amendments), Budget, Affectations (Assignments), Documents and Factures (Invoices). Add milestones and deadlines; record contract changes as amendments. In the budget, distinguish planned, committed and actual amounts. Affecter un employé links an HR record, period and allocation percentage.

  1. For a work statement, the contract must be in progress. Click Nouvelle situation, enter the period and cumulative work performed excluding tax, then check the period amount, retention, recovered advance and calculated net amount.
  2. After review, Valider the statement. A milestone must be delivered or accepted and have an amount before it can be invoiced.
  3. Check the ERP customer linked to the contract. Click Facturer, enter an explicit Échéance de paiement (Payment due date), and check the description, amount and currency.
  4. From Factures → Ouvrir dans l'ERP, review the ERP document created and complete the necessary accounting and tax validations. The invoicing indication in Marchés does not establish final issuance: the ERP document may still be a draft.

Bibliothèque (/marches/bibliotheque) centralizes reusable documents; check their validity for every bid. Calendrier (/marches/calendrier) brings together tracking deadlines without replacing the buyer's official schedule.