Send a reminder to a contractor

The reminder tool is used to let your contractors know that a bid is about to be due and to remind them to submit their quote prior to the due date.

Reminders are automatically sent to contractors when the bid creator selects the "Reminder" setting in the bid's scope information section.

Project team members can also send reminder email notifications manually by following the steps below.

Step 1:  Go to your bid

Go to your bid and click on the "CONTRACTORS" tab.

 

Step 2:  Select contractors and click "REMINDER"

Hover over a contractor and click on the checkbox on the left-hand side of the contractor's name to reveal the bottom toolbar.

Click on the "REMINDER" button to send another bid invitation email to the selected contractors.

Step 3:  Notifications

After you send contractors a reminder, each contact receives an email notification like the one in the example below.

Contractors can download the bid documents or submit their quote by clicking the related buttons in the email body.

They can also ask any questions by replying directly to the email or sending a message via the interface.