Add a contractor's quote manually

After a contractor is invited to price your bid, they can complete their quote and add their quote attachment via the interface.

However, project team members can also add quotes for invited contractors manually by following the steps below.
 

Step 1:  Go to your bid

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

Step 2:  Click on a contractor

Click on a contractor you would like to add a quote for.

 

Step 3:  Enter pricing, add attachments and click "SEND" button

Enter a number in each scope items "Price" field under each section, according to the related unit of measurement.

To exclude certain scope items from the quote, click the menu to the right of an item and select "EXCLUDED".

After completing the pricing and adding their quote document as an attachment, click the "SAVE" button on the bottom-right of the page.

Note: no notifications are sent when quotes are added and saved by members of the project team.