A method, device, equipment and system for assisting enterprise bid preparation

Abstract

The present invention relates to the technical field of electronic bidding, and in particular to an auxiliary method, device, equipment and system for enterprise bid preparation, wherein the method comprises: based on the configuration of the components of the bidder information database, entering the basic information of the company in the database; calling the database information according to the bidding project requirements selected by the uploaded bid template; generating screening conditions according to the bidding project requirements, and screening from the called information based on the screening conditions; adding the screened information to the bid template respectively, and generating the bid according to a preset format; the device comprises a memory storing a bid preparation program and a processor executing the method steps; the system comprises a database storing information, a plurality of terminals for interaction and a server linked to the database. In the present invention, after the user uploads the bid template, the information is directly added and screened according to the requirements, and the personnel of each department only need to regularly update the basic information of the company in the database, thereby improving work efficiency.

Description

Technical Field

[0001] The present invention relates to the technical field of electronic bidding and tendering, and in particular to an auxiliary method, device, equipment and system for preparing enterprise bid documents. Background Art

[0002] With the development of the market, bidding work has gradually become formalized, and the format of the bid has been basically fixed. Prequalification and commercial bidding documents generally require the company's basic situation, qualification certificates, financial information, similar project performance, completion reports, project personnel and certificates to be invested, personnel insurance, and proof of no bribery. The company's information is basically fixed, and the personnel certificate information, contract information, and completion report information are updated frequently. It is difficult for production and operation personnel of each branch project department to get the latest information in the first place.

[0003] The above scheme has the following defects: the offline production of a project bid requires the collaboration of multiple departments such as qualification certificate management personnel, contract management personnel, construction material management personnel, financial department, printing room, etc. Each bid production is time-consuming and labor-intensive, and the work efficiency is low. Summary of the invention

[0004] In order to improve the work efficiency in the process of tender document preparation, the present invention provides an auxiliary method, device, equipment and system for enterprise tender document preparation, which has the characteristics of facilitating resource sharing among relevant departments within the enterprise and improving the efficiency of tender document preparation.

[0005] The above-mentioned object of the present invention is achieved through the following technical solutions:

[0006] An auxiliary method for enterprise tender document preparation, characterized by comprising:

[0007] The database stores basic company information that needs to be collected;

[0008] Create a new bidding document template, fill in the bidding project parameters and save or upload;

[0009] Get the screening conditions of the company's basic information based on the bidding project parameters in the newly created bidding document template;

[0010] Based on the screening conditions, the database information is called and the information meeting the conditions is screened;

[0011] Add the filtered information to the bid template respectively, and generate the bid according to the preset format.

[0012] By adopting the above technical solution, the materials needed to prepare the bid, namely the basic information of the company, are entered into the background database in a determined format, and the basic information of the company is classified and saved through the database. In the process of preparing the bid, the bidding project parameters are first added to the newly created bid template, and then stored in a designated location or uploaded. When it is necessary to add basic company information to the bid template, the project manager can log in to the system node to create a bid template, select the bid project and upload it. After the bid maker logs in to the system, the matching model can be called based on the bid template of the selected bid project, and the information filtering conditions can be matched for the selected bid project. Based on the filtering conditions, the information directly called from the background database is filtered to finally obtain data that meets the conditions. After adding the filtered information to the designated location in the bid template, an electronic bid can be generated in a preset format, and a paper bid can be obtained after printing.

[0013] In a preferred example, the present invention can be further configured as follows: before the step of storing the basic information of the company to be collected in the database, the step further includes:

[0014] Configure the bidder information database and divide it into auxiliary archive sub-database and auxiliary document sub-database;

[0015] Configure the company basic information page menu and store it in the auxiliary archive sub-database;

[0016] Configure the company basic information that needs to be collected and the data format of the company basic information;

[0017] Input the basic information of the company into the auxiliary document sub-database according to the data format of the basic information of the company;

[0018] The basic company information also includes bidding personnel information, bidding equipment information, bidding project information and bidding document template.

[0019] By adopting the above technical solution, before storing the company basic information that needs to be collected in the database, the database is first configured to divide the database into an auxiliary archive sub-database and an auxiliary document sub-database, and then the auxiliary archive sub-database is configured, and the company basic information page menu is configured and stored in the auxiliary archive sub-database; then the company basic information is configured, different data formats are configured according to different company basic information, and then the company basic information is entered into the auxiliary document sub-database according to different data formats, so that the company basic information is stored in the auxiliary document sub-database.

[0020] In a preferred example, the present invention can be further configured as follows: the step of configuring the company basic information page menu includes:

[0021] Configure the bid template menu, and configure the code, name, creation time, last modification time, creator, modifier and template path on the page;

[0022] Configure the bidder information menu, and configure the code, name, gender, age, ID card, contact information, education, graduation school, major, position, job title, certificate name, certificate number, resume and / or description on the page;

[0023] Configure the bidding equipment information menu, and configure the code, name, model, identification date, usage time, purpose and / or description on the page;

[0024] Configure the bidding project information menu, and configure the code, engineering quality, name, project manager, project address, technical person in charge, start date, completion date, customer name, bidding amount, work content and / or description on the page;

[0025] The steps of filling in the bidding project parameters in the new bidding document template and storing or uploading the new bidding document template include:

[0026] Click Add and enter the name and / or type of the bidding project;

[0027] Calling the bidding document template of the auxiliary archive sub-database based on the template path according to the name and / or type of the bidding project;

[0028] Selecting a bidding document template and placing the path of the selected bidding document template in the template path to generate a bidding document template;

[0029] Store or upload to the auxiliary document sub-database.

[0030] By adopting the above technical solution, the configuration page menu of the company basic information is divided into four menu modules. When configuring the bid template menu, various basic information of the page configuration is added, so that the bid is stored or uploaded to the auxiliary document sub-module according to the page configuration information; when configuring the bidder information menu, the basic information and certificate information of the personnel that need to be entered are configured on the page, so that the staff can store the personnel information according to the page configuration, and the personnel information is stored in the auxiliary document sub-module; when configuring the bidding equipment information menu, the basic information of the equipment that needs to be entered is configured on the page, so that the staff can store the equipment information according to the page configuration, and the equipment information is stored in the auxiliary document sub-module; when configuring the bidding project information menu, the basic information of the performance that needs to be entered is configured on the page, so that the staff can store the performance information according to the page configuration, and the performance information is stored in the auxiliary document sub-module; then upload the bid template to the auxiliary document sub-module, and then call various information in the auxiliary document sub-module to fill in the bid template.

[0031] In a preferred example, the present invention can be further configured as follows: the step of obtaining screening conditions for basic company information according to the bidding project parameters in the newly created bidding document template includes:

[0032] Generate a bidding document making interface based on the bidding document template of the auxiliary document sub-database;

[0033] In the project participant list on the tender document preparation interface, call the bidder information based on the bidding project parameters, add the personnel name and project position; and check the certificate type and / or information type based on the settings of the bidder information menu;

[0034] In the equipment list of the tender document preparation interface, call the bidding equipment information based on the bidding project parameters and add the equipment name; and check the equipment certification document type and / or information type based on the settings of the bidding equipment information menu;

[0035] In the equipment list of the tender document preparation interface, call the bidding project information based on the bidding project parameters, add the performance name; and check the performance certification file type and / or information type based on the bidding project information menu settings.

[0036] By adopting the above technical solution, after the auxiliary document sub-module generates the bid making interface, the personnel, equipment and bidding project information are called through the bidding project parameters in the bid interface, and then the required personnel certificates, equipment information, performance information and other information are added to the bid template by checking the boxes.

[0037] In a preferred example, the present invention can be further configured as follows: the steps of calling database information based on the screening conditions and screening the information that meets the conditions include:

[0038] Use personnel name, selected certification document type and / or information type as screening criteria to filter project participant information and certification documents from the bidding personnel information;

[0039] Filter equipment information and certification documents from the bidding equipment information using equipment name, selected certification document type and / or information type as screening conditions;

[0040] Filter performance information and supporting documents from the bidding project information using performance name, selected supporting document type and / or information type as filtering conditions.

[0041] By adopting the above technical solution, the information of performance, equipment and personnel is checked according to different needs. After checking, the corresponding equipment, personnel and performance are screened through the link with the auxiliary document sub-database, and the information is added after screening.

[0042] In a preferred example, the present invention can be further configured as follows: after the step of inputting the name and / or type of the bidding project, the step further includes:

[0043] Establish a relationship between the bid project name and / or type and the bid documents of the existing winning bid projects;

[0044] When a matching button in the page menu of the bid document template is triggered, the name and type of the bid project and / or the association between the name and type of the bid project and the bid document of the existing winning project are extracted, and a link relationship is established between the extracted information and a preset screening condition configuration model;

[0045] The steps of calling the bidder information based on the bidding project parameters in the project participant list of the bid document preparation interface, adding the name of the person and the project position; and checking the certificate type and / or information type set based on the bidder information menu include: generating a list of the name of the person and the project position in the project participant list of the bid document preparation interface based on the screening condition configuration model; and automatically checking the certificate type and / or information type;

[0046] The steps of calling bidding equipment information based on bidding project parameters in the equipment list of the bidding document preparation interface, adding equipment names; and checking equipment certification document types and / or information types set based on the bidding equipment information menu include: generating equipment names in the equipment list of the bidding document preparation interface based on the screening condition configuration model; and automatically checking the certification document type and / or information type;

[0047] The steps of calling the bidding project information based on the bidding project parameters in the equipment list of the bidding document preparation interface, adding the performance name, and checking the performance certification document type and / or information type based on the bidding project information menu setting include: generating the performance name in the performance list of the bidding document preparation interface based on the screening condition configuration model; and automatically checking the certificate type and / or information type.

[0048] By adopting the above technical solution, after inputting the name and / or type of the bidding project, the filter condition configuration model is enabled by triggering the match button in the page menu of the bidding document template, automatically matching appropriate personnel, equipment and performance information according to the bidding project parameters, and then generating a list of personnel, equipment and performance in the bidding document making interface, and automatically checking the personnel, equipment and performance details to be added in the list according to the needs.

[0049] In a preferred example, the present invention can be further configured as follows:

[0050] The steps of filtering project participant information and certification documents from the bidding personnel information by using personnel names, selected certification document types and / or information types as filtering conditions include: establishing a connection between the personnel floating icon and the bidding personnel information in the database, clicking the personnel floating icon to output an information list of all bidding personnel, inputting the personnel name in the filtering condition window, and feeding back the storage address link of the personnel information and certification documents that meet the filtering conditions to the page menu for user selection;

[0051] The step of filtering device information and certification documents from the bidding device information using device name, selected certification document type and / or information type as filtering conditions includes: establishing a connection between the device floating icon and the bidding device information in the database, clicking the device floating icon to output an information list of all bidding devices, inputting the device name in the filtering condition window, and feeding back a storage address link of the device information and certification documents that meet the filtering conditions to a page menu for user selection;

[0052] The step of filtering performance information and certification documents from the bidding project information using the performance name, the selected certification document type and / or the information type as filtering conditions includes: establishing a connection between the performance floating icon and the bidding project information in the database, clicking the performance floating icon to output an information list of all bidding projects, entering the performance name in the filtering condition window, and feeding back the storage address link of the performance information and certification documents that meet the filtering conditions to the page menu for user selection;

[0053] The steps of adding the filtered information to the bid document template respectively and generating the bid document include:

[0054] Add the personnel information, equipment information, performance information and their respective certification documents selected by the user to the selected bidding document template based on the set path;

[0055] Click one button to generate a buoy and generate a bid according to the preset format.

[0056] By adopting the above technical solution, according to the floating icon and database link, the personnel, equipment and performance information lists will list all the personnel, equipment and performance information, and enter the personnel, equipment and performance conditions to be filtered in the filtering condition window. After filtering, the page menu will display various information of personnel, equipment and performance conditions and the storage address link of the supporting documents, so that users can make choices based on the detailed information of personnel, equipment and performance. After selection, the filtered information will be added to the bid template, and then the bid will be generated according to the preset format.

[0057] The above-mentioned object of the present invention is achieved through the following technical solutions:

[0058] An auxiliary device for preparing enterprise bid documents, comprising:

[0059] A memory storing a tender document making program;

[0060] The processor executes the steps of the above method when running the bid making program.

[0061] By adopting the above technical solution, the bid preparation program is stored in the memory in the form of computer-readable code, and the above method steps are executed when the server processor runs the above program to realize the online preparation of the bid and one-click generation. Compared with related technologies, it greatly saves manpower and time costs and improves the efficiency of bid preparation.

[0062] The above-mentioned object of the present invention is achieved through the following technical solutions:

[0063] An auxiliary device for enterprise tender document preparation, characterized by comprising:

[0064] Database, used to store basic company information and process information;

[0065] The above-mentioned enterprise tender document preparation auxiliary device is connected to a database and is used to upload basic company information according to a configured data format, and is also used to call database information and store input information in the database when executing the steps of the above-mentioned method.

[0066] By adopting the above technical solution, the archive management staff can enter the basic information of the company through the database; the database can be updated in time when the information needs to be updated later, so as to call the latest information when making bids; the project manager can log in to the terminal account and make a bid template, select the project name, type, project-related attributes and other major parameters and store them in the auxiliary document sub-database, and then the bid maker can call the information in the auxiliary document sub-database and add various information to the bid template to complete the bid template.

[0067] The above-mentioned object of the present invention is achieved through the following technical solutions:

[0068] A tender document preparation auxiliary system, comprising:

[0069] Database, used to store basic company information;

[0070] Several terminals are connected to the server for uploading basic company information, tender document templates and exchanging information with the server;

[0071] The server is physically connected to the database; the basic information of the company and the bidding document template uploaded by the terminal are stored in the database, and the basic information of the company stored in the database is called based on the information uploaded by the terminal, and the obtained processing information is fed back to the terminal after processing.

[0072] By adopting the above technical solution, the archive management staff can log in to the terminal account and upload the basic information of the company to the server. The server can store it in different areas of the database based on classification to facilitate model matching, screening and push sorting; when the information needs to be updated later, the storage in the database can be updated in time to facilitate the use of the latest information when making bids; the project manager can log in to the terminal account and make a bid template, select major parameters such as project name, type, project-related attributes, and upload them to the server. The server distributes tasks to downstream nodes based on the node configuration of different terminals; the bid maker can log in to the terminal account, receive the bid making task configured by the server, improve other information in the bid template by selecting and interacting with the server, and finally generate an electronic bid according to the template set by the system program, and transmit the electronic bid based on the connection with the bidder's system or directly print out the paper bid after downloading; compared with related technologies, this solution can effectively share basic company information and realize the making of bids through the online system, which greatly improves work efficiency and saves manpower and time costs.

[0073] In summary, the present invention includes at least one of the following beneficial technical effects:

[0074] After users upload the bid template, they can directly add and filter information according to their needs. Personnel in each department only need to regularly update the basic company information in the database, which improves work efficiency. BRIEF DESCRIPTION OF THE DRAWINGS

[0075] Figure 1 One embodiment of the present application provides a structural block diagram of an enterprise tender document preparation auxiliary equipment.

[0076] Figure 2 This is a structural block diagram of an enterprise tender document preparation system provided by another embodiment of the present application.

[0077] Figure 3 This is a flow chart of a method for assisting enterprise tender document preparation provided in yet another embodiment of the present application.

[0078] Figure 4 yes Figure 3 Detailed flowchart of step 300 in FIG.

[0079] Figure 5 yes Figure 3 Detailed flowchart of step 400 in FIG.

[0080] Figure 6 yes Figure 3 Detailed flowchart of step 500 in FIG.

[0081] Figure 7 yes Figure 3 Detailed flowchart of step 600 in FIG.

[0082] Figure 8 It is a detailed flow chart of step 300 in Example 4.

[0083] Fig. 9 It is a detailed flow chart of step 400 in Example 4.

[0084] Fig.10 It is a detailed flow chart of step 500 in Example 4.

[0085] Fig.11 It is a detailed flow chart of step 500 in Example 5. DETAILED DESCRIPTION

[0086] The following is combined with Figure 1-2 The present invention is described in further detail.

[0087] This specific embodiment is merely an explanation of the present invention and is not a limitation of the present invention. After reading this specification, those skilled in the art may make non-creative modifications to the present embodiment as needed. However, as long as they are within the scope of the claims of the present invention, they are protected by the patent law.

[0088] Example 1

[0089] Reference Figure 1 The embodiment of the present invention provides an enterprise tender document preparation auxiliary method and device, including: a database and a host, the database is used to store basic company information, the host includes a memory and a processor, the memory stores a tender document preparation auxiliary program, the user enters information into the database through the host and stores it in the database; the processor executes each step of the enterprise tender document preparation auxiliary method when running the tender document preparation auxiliary program. The software program can be understood as a stand-alone program. It is a human-computer interaction software system that assists in the preparation of enterprise project tender documents. It integrates the establishment of an enterprise data database, combines tender document templates, calls database data, and forms a project tender document. The database used by the software needs to install the Oracle database management system, and the environment is the BOS integrated development environment.

[0090] Example 2

[0091] Reference Figure 2, this embodiment provides a method system for assisting the preparation of corporate bids, including: a database, several terminals and a server, wherein the database is used to store basic company information; several terminals are connected to the server for communication, and are used to upload basic company information, bid templates and exchange information with the server; the server includes an enterprise bid preparation assistance device; the basic company information and bid templates uploaded by the terminal are stored in the database, and the basic company information stored in the database is called based on the information uploaded by the terminal, and the obtained processed information is fed back to the terminal after processing. The enterprise bid preparation assistance device includes a memory and a processor, and the memory stores a bid preparation program; the processor executes the following method when running the bid preparation program. The difference from Example 1 is that in this scheme, the program can be understood as a network version program.

[0092] Example 3

[0093] The following is a detailed introduction to the implementation of the bid preparation auxiliary method in combination with the above system hardware architecture:

[0094] Reference Figure 3 , step S001, configure the bidder information database, and divide the database into an auxiliary archive sub-database and an auxiliary document sub-database;

[0095] Based on the stand-alone system, users with login permissions log in to the system at a fixed terminal; based on the network system, users with login permissions can log in to the system at an uncertain terminal; each user configures permissions based on the task flow node of the work. For example, after the project administrator logs in to the terminal system, he can only create a new bid template and store it on the server or upload it to the database via the server. To facilitate data processing and classification, the database is divided into an auxiliary archive sub-database and an auxiliary document sub-database. The auxiliary archive sub-database is used to store the configured company basic information page menu, and the auxiliary document sub-database is used to store the company basic information list that needs to be collected and various certification documents. The company basic information page menu mainly includes: bid templates, bidding personnel, bidding equipment, and bidding projects; the company basic information that needs to be collected can be divided into four categories: personnel, equipment, performance, and bidding document templates.

[0096] Step S002, configure the company basic information page menu and store it in the auxiliary archive sub-database; the configuration menu mainly includes:

[0097] Configure the bid template menu, and configure the creation information and template path on the page;

[0098] Configure the bidding personnel information menu, and configure the basic information and certificate information of the personnel on the page;

[0099] Configure the bidding equipment information menu, and configure the basic equipment information and certificate information on the page;

[0100] Configure the bidding project information menu, and configure the performance information and supporting documents of completed projects on the page;

[0101] The above-mentioned certificate and certification document menu can establish a link relationship with the auxiliary document sub-database in the database. After the interface menu configuration of the above-mentioned input information is completed, the stand-alone system can directly store it in the auxiliary archive sub-database, and the network version system can store the above-mentioned configuration information in the auxiliary archive sub-database through the server.

[0102] Step S100, a user with login authority logs into the software system;

[0103] Users with login permissions include management users and ordinary users. Management users log in to the system and enter and update basic company information in the database, while ordinary users log in to the system to upload bid templates and generate bids. Management users can change the login permissions of ordinary users based on changes in company personnel.

[0104] The software system can be designed as a stand-alone board, and the hardware framework can be seen in Example 1; it can also be designed as a network board, and the hardware framework can be seen in Example 2; login permissions can be assigned based on the task division of different process nodes of the system, for example: the task of uploading information only includes uploading the basic information required for bidding to the database in the format and path set by the database; and the basic information is subsequently updated adaptively based on changes in actual conditions; the company's information management personnel can be assigned permissions to upload information, view information, and update information. If the information is complicated, it can also be classified, and different information management personnel can be configured according to different classifications. For example: basic information is divided into three categories: personnel, equipment, and performance, which are managed by different people respectively. There is no need for each other to master other categories of information, so permissions can be assigned to the three information managers respectively. The authority of the equipment information manager is limited to uploading, viewing and updating equipment information, and there is no authority to view personnel and performance information, and of course there is no authority to upload or update these two types of information.

[0105] Step S200, based on the configuration of the bidder information database components, enter the company basic information and data format to be collected into the database;

[0106] The basic data format called by the software is stored in a fixed folder and path according to the prescribed format. In one embodiment of the present application, the folder naming format is: performance data is named proj, personnel is named psn, equipment is named shebei, and company data is named unit. All data are stored in .JPG format.

[0107] The device naming method is device code + "-" + serial number.JPG

[0108] The naming method of performance materials is project code + "-" + serial number.JPG

[0109] The personnel naming method is personnel code + "-" + serial number.JPG

[0110] The naming method of other company information is company name + "-" + serial number.JPG

[0111] After the installation is complete, the user directly enters the BOS environment, clicks to run the user terminal, such as the data administrator to enter the login registration interface, and enters the user name and login password. Follow the specified path to enter the entry interface, enter the information in the corresponding window according to the information set in the interface, and upload the certificate scan or photo in the certificate description box in the .JPG format according to the above naming format; the entered information can be stored in the corresponding folder according to the specified path.

[0112] For example, after a project manager who manages company archives logs into the terminal system, he can only upload and store basic company information based on the page menu and data format in the auxiliary archive sub-database. The uploaded bidding personnel information includes code, name, ID card, gender, age, birthday, mobile phone number, education, major, position, job title, etc., and the personnel's certificate information is stored in the auxiliary document sub-database at the same time. The uploaded equipment information includes code, name, model, place of origin, purchase year, appraisal date and usage time, etc., and the equipment's certificate information is stored in the auxiliary document sub-database at the same time. The uploaded bidding project information includes code, name, package number, project manager, person in charge, project address, start and completion date, bid amount and other information.

[0113] Reference Figure 3 and Figure 4 , step S300, creating a new bidding document template, filling in bidding project parameters and storing or uploading;

[0114] Step S301, click Add, and enter the name and / or type of the bidding project;

[0115] In the auxiliary archive sub-database, click Add, enter the code and project name, project type, project subject, project authorizer, authorization date, etc. on the page, and then select the storage address of the bid template to be uploaded to complete the bid template creation;

[0116] Page codes are used to distinguish different bidding document templates. Project names and project types are what project personnel need to enter when creating a new bidding template. Because this information determines what types of basic information will be needed later, it is filled in by the project manager or other leadership users who need to know this information when establishing the project.

[0117] Step S302, calling the bidding document template of the auxiliary archive sub-database based on the name and / or type of the bidding project and the template path;

[0118] The information entered in the bid making interface here includes the document number, bid date, bid amount, bid authorizer and authorization period. The bid project name and the storage address of the bid template are fixedly displayed on the bid making interface. The bid project parameter information entered in the bid making interface is mainly used as part of the basis for users to screen personnel, equipment and performance information.

[0119] A floating icon is created in the bid making interface. When the floating icon is triggered, a personnel list, equipment list or performance list is generated in the bid making interface, and the user selects corresponding information in the list according to needs.

[0120] The personnel list lists all personnel, the equipment list lists all equipment, and the performance list lists all completed projects. Storage links for other information of each will be displayed in the personnel list, equipment list, and performance list.

[0121] Step S303, selecting a bidding document template and placing the path of the selected bidding document template in the template path to generate a bidding document template;

[0122] Step S304: store or upload to the auxiliary document sub-database.

[0123] After the project manager or project management personnel logs into the system, they can only create a new bid template based on the project they are responsible for, and perform related operations such as creating a new project name, selecting a project type, establishing related information in the projects that the company has won the bid, and configuring information options based on the newly added bidding project. It should be noted that a template path option is configured in the bid template entry interface. The menu bar corresponding to this option can link to the bid document template stored in the auxiliary document sub-database, and refer to the "Bidding Document Template Trial Rules" to edit the bid document template. After completion, it is saved in the database. When the bid document template is selected, its storage path in the database is displayed in the menu. After the bid template is completed, it is uploaded to the server and stored in the database, or the stand-alone system can be directly stored in the database. The server transfers to the corresponding next-level process node based on the process node task flow, such as the bid document production process node.

[0124] Step S400, obtaining screening condition information of basic company information according to the bidding project parameters in the newly created bidding document template;

[0125] After logging into the terminal system, the tender document maker creates and uploads the tender document template based on the project he is responsible for, creates a new project name, selects the project type, creates related information in the company's already won bid projects, configures information options based on the newly added bidding project, and other related operations for tender document template creation. After completing the tender document template creation, it is stored in the database, and then tender document creation is performed based on the auxiliary document sub-database. Based on the generated project name, project type, and project related information, click on the conditional configuration bid to establish a link with the database, and the database selects personnel based on the above information and project parameters.

[0126] Reference Figure 3 and Figure 5 , step S400 includes:

[0127] Step S401, generating a tender document preparation interface based on the tender document template in the auxiliary document sub-database;

[0128] When the user clicks on "Generate Bid", the system generates a bid preparation interface based on the bid template created and uploaded by the project administrator at the previous process node. The interface contains the entered bidding project name (which may also include project type), bid amount, bid authorizer, authorized device, selected bidding document template, creator, document code and other information. It also includes information on the three sections of personnel, equipment and performance that need to be entered, as well as information such as the exported attributes of project personnel (including age, education, professional title, position, etc.).

[0129] Step S402: In the project participant list on the tender document preparation interface, the bidder information is called based on the bidding project parameters, and the name of the person and the project position are added; and the certificate type and / or information type set based on the bidder information menu are checked;

[0130] The tender document maker clicks on the personnel section to present a list of relevant information about the project participants, such as the personnel's name, project position, ID card, graduation certificate, degree certificate, qualification certificate, honorary certificate, labor contract, registration certificate and resume, etc. The first two items require information entry, and the latter need to be checked; when filling in the first two items of information, the personnel information list of the auxiliary document sub-database can be called for screening, or it can be called when the personnel list has been determined, and the personnel data can be called based on the checked project personnel export attributes. For example, if age, education level and professional title are checked, only these three items of information and the necessary coding and creation information will be displayed in the called data list. The determined personnel, project position and their checked corresponding certificates and / or project personnel export attributes can be directly inserted into the position set in the tender document template.

[0131] Step S403: In the equipment list of the tender document preparation interface, call the bidding equipment information based on the bidding project parameters, add the equipment name; and check the equipment certification document type and / or information type set based on the bidding equipment information menu;

[0132] Similar to step S402, the bid document preparation staff determines the required equipment name based on the bidding project, and can select specific equipment that meets the project requirements based on calling the equipment information list. The checked items include equipment model, equipment purchase or rental information, purchase invoice or lease contract, service life, repair and maintenance certificate, appraisal report, etc. Based on the filled in information and checked items, the corresponding text information and image materials are inserted into the set location in the bidding document template.

[0133] Step S404, in the equipment list of the tender document preparation interface, call the bidding project information based on the bidding project parameters, add the performance name; and check the performance certification file type and / or information type based on the bidding project information menu setting.

[0134] Similar to step S402, the bid preparation staff determines similar winning projects based on the bid projects. They can call up the performance information data and filter it based on the filtering conditions. Based on the determined project name and the checked winning notice, contract, acceptance report, project introduction and other contents, the corresponding text information and image materials are inserted into the set position in the bid document template.

[0135] Step S500, calling database information based on screening conditions and screening out information that meets the conditions;

[0136] When the tender document makers are screening technical personnel, the background will match them with technical personnel of relevant professions based on key information such as senior executives and residents, and can give them an order of priority after comprehensive evaluation based on relevant dimensions such as major, graduation school, work experience, related projects participated in, personal honors, etc.; when screening equipment, based on the above-mentioned keyword information matching, the performance can be comprehensively evaluated according to the type, parameters, manufacturer, and service life of the equipment, and then an order of priority can be given, such as tower cranes, pile drivers, scaffolding systems, early-dismantling formwork systems and other necessary equipment for them to choose.

[0137] Reference Figure 3 and Figure 6 , step S500 includes:

[0138] Step S501, filtering project participant information and certification documents from the bidding personnel information using personnel name, selected certification document type and / or information type as screening conditions;

[0139] After determining the person's name and checking the corresponding certification document type, the background server traverses the name index directory of the personnel information database based on the person's name, and after finding the person's information, calls the physical storage address of the corresponding certification document checked by the person based on the name, and calls the file based on the address.

[0140] Step S502, filtering device information and certification documents from the bidding device information using the device name, the selected certification document type and / or the information type as screening conditions;

[0141] The principle is the same as above. After determining the device name and checking the corresponding certification file type, the background server traverses the name index directory of the device information database based on the device name. After finding the device information, it calls the physical storage address of the corresponding certification file checked based on the device name, and calls the file based on the address.

[0142] Step S503, filtering performance information and certification documents from the bidding project information using the performance name, the selected certification document type and / or the information type as filtering conditions.

[0143] The principle is the same as above. After determining the performance name and checking the corresponding certification file type, the background server traverses the name index directory of the device information database based on the performance name. After finding the performance information, it calls the physical storage address of the corresponding certification file checked based on the performance name, and calls the file based on the address.

[0144] Step S600, adding the filtered information to the bid document template respectively, and generating the bid document according to the preset format.

[0145] Reference Figure 3 and Figure 7 , step S600 includes:

[0146] Step S601, adding the personnel information, equipment information, performance information and their respective certification documents selected by the user to the selected bidding document template based on the set path;

[0147] Step S602, click a button to generate a buoy and generate a bid according to a preset format.

[0148] Based on the pre-set formats of different tender documents, electronic tender documents can be generated with one click, and uploaded or downloaded as needed to complete the tender document production.

[0149] Example 4

[0150] In order to further improve the matching service of the system and reduce the professional requirements for tender document production personnel, based on multiple practical materials and the experience of many senior project managers, the software system has added an automatic matching model for personnel, equipment and performance based on the basic parameter information of the project. The existing information data in the database can be automatically pushed to the input interface. On the one hand, it reduces the professional requirements for tender document production personnel, and on the other hand, it reduces the tedious operations in the standard production process, which can further improve the efficiency of tender document production. Figure 8 , based on Example 3, after step S301, the method further includes:

[0151] Step S310, establishing a relationship between the bid project name and / or type and the bid document of the existing winning project according to the association between the two;

[0152] With respect to step S301, the system will automatically establish an association relationship between the type or attribute of the existing project and the newly-added bidding project, and store it in the database through the background. For example, if the project that has won the bid is a residential project, and the new project is also a residential project, then an association relationship will be established between the two projects. For another example, if it is difficult to judge only from the project name and type, the keywords in the project profile of the winning project can also be extracted and matched with the name, type, attribute and other information of the new project, and an association is established between the two when the match is successful; it should be noted that when there are multiple data in the database that have an association relationship with the new project, they are classified according to equipment, personnel, performance, and bidding document templates, and ranked from high to low according to the matching correlation in each category. Specifically, the existing algorithm model such as neural network can be used to realize the search, matching and sorting based on semantic association.

[0153] In addition, project association attributes can also be understood as establishing association relationships, such as project subordination, the relationship between a parent project and a child project, or two projects of the same bidding unit, etc., which are used to display the relationship between tender items. For example, for two projects of the same type of the same bidding unit, it can be used as a reference, or for two related projects of the same bidding unit, based on the construction environment, etc., there are matching conditions or constraints on some equipment information, so that the matching screening model or push model can be achieved accurately, reduce modifications and rework, and improve efficiency.

[0154] Step S320, when the matching button in the page menu of the bid template is triggered, the name and type of the bidding project and / or the association between the name and type of the bidding project and the existing winning project bid is extracted and a link relationship is established between the preset screening condition configuration model; the system pushes the matching data to the input interface in descending order, or can also be set to display the first ten data.

[0155] Based on the above, refer to Fig. 9, step S402 includes: generating a list of personnel names and project positions in the project participant list in the bid making interface based on the screening condition configuration model; and automatically checking the certificate type and / or information type;

[0156] Step S403 includes: generating a device name in a device list on a tender document preparation interface based on a screening condition configuration model; and automatically checking a certificate type and / or information type;

[0157] Step S404 includes: generating a performance name in the performance list of the bid making interface based on the screening condition configuration model; and automatically checking the certificate type and / or information type.

[0158] Reference Fig.10 , step S501 includes: clicking on the personnel floating icon to establish a connection with the bidding personnel information in the database to output the information list of all bidding personnel, entering the personnel name in the screening condition window, and feeding back the personnel information and storage address link of the certification documents that meet the screening conditions to the page menu for user selection;

[0159] Step S502 includes: clicking on the floating icon of the equipment to establish a connection with the bidding equipment information in the database to output the information list of all bidding equipment, entering the equipment name in the screening condition window, and feeding back the storage address link of the equipment information and certification documents that meet the screening conditions to the page menu for user selection;

[0160] Step S503 includes: clicking the performance floating icon to establish a connection with the bidding project information in the database to output an information list of all bidding projects, entering the performance name in the filtering condition window, and feeding back the storage address link of the performance information and supporting documents that meet the filtering conditions to the page menu for user selection.

[0161] Example 5

[0162] Reference Fig.11 As a variation of Embodiment 4, step S500 includes:

[0163] Step S510, configuring a screening condition model based on project type information and associated attribute information of existing projects; the screening condition model includes a company basic information screening condition; the company basic information screening condition includes a performance information screening condition, a device information screening condition, a personnel information condition, a person in charge classification screening condition, and a person in charge characteristic screening condition;

[0164] The menu of the bid template page is configured with performance information, equipment information and personnel information check boxes, person in charge classification information and person in charge characteristic information check boxes, and when performance information, equipment information, personnel information, person in charge classification information and person in charge characteristic information are checked, a connection is established with the corresponding screening conditions in the database.

[0165] Step S520, based on the input company basic information screening conditions, establish a connection with the company basic information in the database, and feed back the company basic information storage address link that meets the screening conditions to the page menu bidding information name for user selection.

[0166] Step S530, based on the company basic information input in the bidding information name column, the address link of the certificate scan file associated with the company basic information in the database is fed back to the bidding information content column of the page menu.

[0167] The basic company information includes an information list and a certificate scan file; the information called in the process of calling database information includes a company information list; a keyword classification index is generated through the list and called from a database storage address based on a predetermined storage path.

[0168] Step S600, after the user completes the selection, based on the company basic information entered in the bidding information name column, the address link of the certificate scan file associated with the company basic information in the database is fed back to the bidding information content column of the page menu, and the bid is generated with one click.

[0169] Compared with Example 4, this solution is more flexible and is conducive to verifying the correctness of information.

[0170] The embodiment of the present invention provides a method, device, equipment and system for assisting the preparation of corporate bids. The implementation principle is as follows: ordinary users organize the bid templates according to the format, log in to the system after the organization is completed, and then configure the bid template according to the page menu prompts and upload the bid template. After uploading, click to call the company's basic information, and then check the screening condition information to filter personnel, equipment, performance and responsible persons. After the screening is completed, the page pushes the screening results, and the user makes the choice independently. After the selection, the user calls the company's basic information to supplement the bid template, and finally generates the bid with one click. .

Claims

1. A method for assisting enterprise tender preparation, characterized in that: include: The database stores basic company information that needs to be collected; Create a new bidding document template, fill in the bidding project parameters and save or upload; Get the screening conditions of the company's basic information based on the bidding project parameters in the newly created bidding document template; Based on the screening conditions, the database information is called and the information meeting the conditions is screened; Add the filtered information to the bid document template respectively, and generate the bid document according to the preset format; The step of storing the basic information of the company to be collected in the database also includes: Configure the bidder information database and divide it into auxiliary archive sub-database and auxiliary document sub-database; Configure the company basic information page menu and store it in the auxiliary archive sub-database; Configure the company basic information that needs to be collected and the data format of the company basic information; Input the basic information of the company into the auxiliary document sub-database according to the data format of the basic information of the company; The basic company information also includes information on bidding personnel, bidding equipment, bidding project information and bidding document templates; The steps of calling database information based on the screening conditions and filtering the information that meets the conditions include: Use personnel name, selected certification document type and / or information type as screening criteria to filter project participant information and certification documents from the bidding personnel information; Use the equipment name, the selected certification document type and / or information type as the screening criteria to filter the equipment information and certification documents from the bidding equipment information; Filter performance information and supporting documents from the bidding project information using performance name, selected supporting document type and / or information type as filtering conditions; The step of entering the name and / or type of the bidding item is followed by: Establish a relationship between the bid project name and / or type and the bid documents of the existing winning bid projects; when there are multiple data in the database that are associated with the new project, classify them according to equipment, personnel, performance, and bid document template, and rank them from high to low according to the matching correlation in each category; When a matching button in the page menu of the bid document template is triggered, the name and type of the bid project and / or the association between the name and type of the bid project and the bid document of the existing winning project are extracted, and a link relationship is established between the extracted information and a preset screening condition configuration model; The steps of calling the bidder information based on the bidding project parameters in the project participant list of the bid document preparation interface, adding the name of the person and the project position; and checking the certificate type and / or information type set based on the bidder information menu include: generating a list of the name of the person and the project position in the project participant list of the bid document preparation interface based on the screening condition configuration model; and automatically checking the certificate type and / or information type; The steps of calling bidding equipment information based on bidding project parameters in the equipment list of the bidding document preparation interface, adding equipment names; and checking equipment certification document types and / or information types set based on the bidding equipment information menu include: generating equipment names in the equipment list of the bidding document preparation interface based on the screening condition configuration model; and automatically checking the certification document type and / or information type; The step of calling the bidding project information based on the bidding project parameters in the equipment list of the bidding document preparation interface, adding the performance name; and checking the performance certification document type and / or information type set based on the bidding project information menu includes: generating the performance name in the performance list of the bidding document preparation interface based on the screening condition configuration model; and automatically checking the certificate type and / or information type; The steps of filtering project participant information and certification documents from the bidding personnel information by using personnel names, selected certification document types and / or information types as filtering conditions include: establishing a connection between the personnel floating icon and the bidding personnel information in the database, clicking the personnel floating icon to output an information list of all bidding personnel, inputting the personnel name in the filtering condition window, and feeding back the storage address link of the personnel information and certification documents that meet the filtering conditions to the page menu for user selection; The step of filtering device information and certification documents from the bidding device information using device name, selected certification document type and / or information type as filtering conditions includes: establishing a connection between the device floating icon and the bidding device information in the database, clicking the device floating icon to output an information list of all bidding devices, inputting the device name in the filtering condition window, and feeding back a storage address link of the device information and certification documents that meet the filtering conditions to a page menu for user selection; The step of filtering performance information and certification documents from the bidding project information using the performance name, the selected certification document type and / or the information type as filtering conditions includes: establishing a connection between the performance floating icon and the bidding project information in the database, clicking the performance floating icon to output an information list of all bidding projects, entering the performance name in the filtering condition window, and feeding back the storage address link of the performance information and certification documents that meet the filtering conditions to the page menu for user selection; The steps of adding the filtered information to the bid document template respectively and generating the bid document include: Add the personnel information, equipment information, performance information and their respective certification documents selected by the user to the selected bidding document template based on the set path; Click one button to generate a buoy and generate a bid according to the preset format.

2. The method for assisting enterprise bidding document preparation according to claim 1, characterized in that: The steps of configuring the company basic information page menu include: Configure the bid template menu, and configure the creation information and template path on the page; Configure the bidding personnel information menu, and configure the basic information and certificate information of the personnel on the page; Configure the bidding equipment information menu, and configure the basic equipment information and certificate information on the page; Configure the bidding project information menu and configure the performance information of completed projects on the page; The steps of filling in the bidding project parameters in the new bidding document template and storing or uploading the new bidding document template include: Click Add and fill in the name and / or type of the bidding project; Calling the bidding document template of the auxiliary archive sub-database based on the template path according to the name and / or type of the bidding project; Selecting a bidding document template and placing the path of the selected bidding document template in the template path to generate a bidding document template; Store or upload to the auxiliary document sub-database.

3. The enterprise bidding document preparation auxiliary method according to claim 2 is characterized in that: The steps for obtaining the screening conditions for basic company information based on the bidding project parameters in the newly created bidding document template include: Generate a bidding document making interface based on the bidding document template of the auxiliary document sub-database; In the project participant list on the tender document preparation interface, call the bidder information based on the bidding project parameters, add the personnel name and project position; and check the certificate type and / or information type based on the settings of the bidder information menu; In the equipment list of the tender document preparation interface, call the bidding equipment information based on the bidding project parameters and add the equipment name; and check the equipment certification document type and / or information type based on the settings of the bidding equipment information menu; In the equipment list of the tender document preparation interface, call the bidding project information based on the bidding project parameters, add the performance name; and check the performance certification file type and / or information type based on the bidding project information menu settings.

4. An auxiliary device for enterprise bidding document preparation, characterized in that: include: A memory storing a tender document making program; A processor executes the steps of the method according to any one of claims 1 to 3 when running the bid making program.

5. An auxiliary device for enterprise tender document preparation, characterized in that: include: Database, used to store basic company information and process information; The enterprise tender document preparation auxiliary device described in claim 4 is connected to a database, and is used to upload basic company information according to a configured data format, and is also used to call database information and store input information in the database when executing the steps of the method described in any one of claims 1 to 3.

6. An enterprise tender document preparation auxiliary system, characterized in that: A method for assisting enterprise bid preparation according to any one of claims 1 to 3, comprising: Database, used to store basic company information; Several terminals are connected to the server for uploading basic company information, tender document templates and exchanging information with the server; The server is physically connected to the database; the basic information of the company and the bidding document template uploaded by the terminal are stored in the database, and the basic information of the company stored in the database is called based on the information uploaded by the terminal, and the obtained processing information is fed back to the terminal after processing.

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