After being invited to quote on a company's bid package and reviewing the related plans, contractors can then submit their quote directly to the bid contact via the "contractor interface".
To submit a quote, contractors follow the below steps.
Step 1: Click "Submit Quote" button
When contractors are invited to quote on your bid, they receive an email notification like the one below.
Clicking the "Submit Quote" button will direct them to the "MY QUOTE" tab of the contractor interface.
Step 2: Enter pricing, add attachments and click "SEND" button
Contractors enter a number in each scope items "Price" field under each section, according to the related unit of measurement selected by the bid contact.
They can choose to exclude certain scope items from their quote by clicking the menu to the right of an item and selecting "EXCLUDED".
After completing the pricing and adding their quote document as an attachment, contractors click the "SEND" button on the bottom-right of the page.
Step 3: Sign and send your submission
Step 4: Quote submission notifications
After a contractor submits a quote, an email notification (like the one below) is sent to the "bid contact".
A "Quote Submission Report" pdf file is created (including all prices and the contact's signature) and attached to the email notification, along with any other attachments added by the contractor.
The "bid contact" can also view the quote submission online via their account by clicking the "View Quote" button.
Example: "Quote received" email notification
Example: "Quote submission" pdf attachment
Example: "View Quote" screen - bid contact
If you have any questions about quote submissions, shoot us an email at firstname.lastname@example.org and our customer success team will be in touch.