Invite contractors to price your bid package

Now that you have created your bid package, you can begin inviting contractors to submit pricing.

Follow the steps below to invite contractors to your bid package.

 

Step 1:  Navigate to a bid package

After navigating to your bidding module, click on a bid package and go to the "CONTRACTORS" tab.

Step 2:  Click the "INVITE" button and select contractors

Click the "INVITE" button to open the “Invite To Bid” window.

You can then choose to invite contacts from the “Past Contractors”, “Address Book” or “Import from project” tabs.

a)  Past Contractors

This tab displays all contractors that have been invited by your company to a bid across all previous projects.

You can filter the list by name, tag, trade or response rate, then select the contractors you would like to invite by selecting the related checkboxes.

b)  Address Book

The Address Book tab allows you to search and select contacts that have been added to your address book, or add a new completely new contact to invite to your bid.

To select a contact enter the name, email, company name or tag of your contact in to the search field and click to add them to your list.

c)  Import from Project

To import one or more contractors that were invited to specific projects in the past, navigate to the “Import from Project” tab then click on the related project and trade and the related contractors will be displayed for your selection.

Step 3:  View Summary and invite

Click the “NEXT” button on the bottom-right hand side of your window to display a summary of your selected contractors from the previous step.

Note: if you uncheck the "Email Invitations" box, no notifications will be sent to selected contractors.

Step 4:  Bid invitation notifications

After you invite contractors to price your bid, each contact receives an email notification like the one in the example below, with the "bid Invitation" pdf file attached.

Recipients can click the "DOWNLOAD DOCUMENTS" button to download all related bid package files and folders, or click "View detail" to access the bid package folder via the "contractor interface".

To communicate their intentions to price your bid, contractors can simply click the "I'm Pricing" or "Not Pricing" buttons in the bottom of the email notification, or reply directly from their email account. The "bid contact" (i.e. the project team member responsible for the bid) will receive the related updates via email.

All replies to bid emails and messages will be logged in their "messages" tab in the interface.

When contractors are ready to submit a quote, they can click the "Submit Quote" button, directing them to the "contractor interface". From there, they can type in their price for each item according to your bid's Scope of Works (SoW). For more information on quote submissions, see this article.

Example: contractor invitation to bid email notification

Example: Bid invitation pdf file

Example: "Your response has been sent" screen after clicking "I'm Pricing"/"Not Pricing"

Example: invited contractor's interface - "MY QUOTE" tab

Example: invited contractor's interface - "INFORMATION" tab

Example: invited contractor's interface - "DOCUMENTS" tab

Example: invited contractor's interface - "MESSAGES" tab

Example: invited contractor's interface - "TRANSMITTALS" tab

If you have any questions about bid invitations, feel free to shoot us an email at [e-mail] and our customer support team will be in touch.