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Tender Package

Built for clients who need registration, compliance and procurement readiness in one structured route.

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Client details

PriceR7 500 once-off
FulfilmentDone in CRM
Lead routinginfo@citiview.co.za
CRM-aligned package route

What is included

Tender Package is structured as a clear public package with matching CRM products, document requirements, fulfilment tasks and client profile records.

Public package connected to CRM fulfilment Products, requirements and order records are kept aligned between this landing page and the Citiview workspace.
4 features 2 products 11 requirements

Tender compliance

Included in the Tender Package route and tracked through the CRM workspace.

Included Step 1

SARS requirements

Tax and SARS actions are captured as fulfilment items with supporting records.

Included Step 2

Bank statements

Banking coordination and document preparation are tracked against the client profile.

Included Step 3

Company documents

Included in the Tender Package route and tracked through the CRM workspace.

Included Step 4

Linked CRM products

Service items attached to this package in the workspace.

2
  • Tax Number & PINTax number and SARS PIN support linked to client profile requirements.
  • CSD RegistrationCentral Supplier Database registration support.

Required client documents

Document checklist visible from the client profile.

11
  • Clear Passport PageRequired • client visible
  • 3 Proposed Company NamesRequired • client visible
  • Nature of your BusinessRequired • client visible
  • SA Business AddressRequired • client visible
  • Foreign residence addressRequired • client visible
  • Business E-mail address and ContactRequired • client visible
  • Tax Returns for One-year AssessmentRequired • client visible
  • Company Registration DocumentsRequired • client visible
  • 3 Months bank statementsRequired • client visible
  • SARS Representative Registration (Public Officer)Required • client visible
  • Tax Number & PINRequired • client visible

Procurement-ready inclusions

  • Official company registration with CIPC
  • Business bank account support with card and online banking activation
  • Beneficial ownership registration
  • Company tax registration with SARS and eFiling setup
  • SARS representative registration (Public Officer)
  • Share certificate preparation
  • Company logo design (3 samples)
  • COIDA registration with the Department of Labour
  • COIDA Letter of Good Standing support
  • Professional business email and domain setup
  • Central Supplier Database registration

Why choose this package

  • Covers registration, banking, legal and procurement requirements
  • Positions the company for public-sector opportunities
  • Creates a more credible and compliant supplier profile
  • Ideal for new businesses and foreign investors targeting tenders