How HVAC procurement works.

Follow a project from its first brief to supplier selection.

The project, step by step.

01
Prepare requirements
The project team creates a private draft with scope, requirements, documents and deadline.
02
Share the opportunity
Matching manufacturers or all platform manufacturers can review the shared brief.
03
Review and join
Each participating company receives its own private supplier workspace.
04
Prepare and submit
Submission creates a fixed proposal version for authorized project participants.
05
Clarify and revise
Private questions stay separate while shared guidance and updates keep common information aligned.
06
Compare proposals
Authorized participants compare, shortlist, add notes and request revisions.
07
Record selection
An authorized participant selects the supplier and exact proposal version.
08
Retain history
The project can close or begin another round without losing the earlier result.

Projects and documents: Keep requirements, drawings and deadlines together. Publish clarifications and new brief versions without losing the history suppliers worked from.
Proposals and evaluation: Prepare structured responses, compare submitted versions and request revisions. Record the chosen proposal against the brief it answers.
People and access: Invite colleagues, tailor their permissions and add client representatives. Manage project assignments, hand over ownership and switch between your company workspaces.
Communication and notifications: Discuss a project privately with each supplier and use Team Messenger for colleagues. Find earlier messages, pin useful information and choose the notifications and email summaries you receive.
Account and data controls: Protect your account with two-factor authentication and session controls. Review business activity, export your information and manage account or company closure.

Open a new round from a fresh working copy. Earlier proposals, conversations and supplier decisions stay on record.

Choose the path that matches how your company participates in HVAC procurement.