Bid (or Tender) Management

Videos

• Video: How to setup and send bid/tender packages (5:31)
• Video: Navigating the Bidding (or Tenders) module (3:13)
• Video: Responding to a bid (or tender) invitation (2:44)

Setting up a bid package

• Create a bid package
• Create a Scope of Works (SoW) template
• Create a Scope of Works (SoW) template via Excel file
• Edit a Scope of Works (SoW) template
• Delete a Scope of Works (SoW) template
• Import a Scope of Works (SoW) template

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Invite and manage contractors

• Invite contractors to price your bid package
• Track the progress of contractors (specific bid package)
• Track the progress of contractors (across multiple bid packages)
• View a contractor’s profile/insurances
• Send a message to contractors (specific bid package)
• Send a message to contractors (across multiple bid packages)

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Expressions of interest

• Access Contractor Network via EOI Requests

Bid reports

• Create a Document List Summary report for a bid
• Create a Bid Summary report
• Create a “Quote Comparison” Report
• Export all submissions and quotes for selected bid packages

Bid Portal

• Activate your company’s Bid Portal webpage
• Preview your company’s Bid Portal webpage
• Link your company’s Bid Portal webpage to a website
• Manage the settings of your company’s Bid Portal webpage
• Publish project tenders to your company’s Bid Portal webpage
• What does the AUTO CLOSE feature do?

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FAQ

• Do contractors require Webuild accounts to submit a quote?
• Who can see quotes related to my bid package?
• How do contractors submit a quote?
• Can I add a quote on behalf of a company?
• What happens when I add new files to bid packages?
• How do I stop contractors from receiving email notifications?

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