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RedTeam Go - How Do I Customize my Bid Invitation Email Letter for my Project?
RedTeam Go - How Do I Customize my Bid Invitation Email Letter for my Project?
Updated over a year ago

The Bid Invitation Email Letter can be edited at the Project level by going to Bidding>Invitation Email in your project.

The Company default version of this letter is available in Administration, but text content can be edited at the Project Level.

  • Take the Tour to learn how to work with the letter content.

  • Header will automatically populate with your Company Logo, Bid Invitation link and Subcontractor Information for each invitation.

  • Email subject will default to include estimator, Company and Project name but can be edited.

  • The blue links will populate Project specific information into the the Invitation letters.

  • If you accidentally delete a link, click the Restore Default button to pull the letter from Administration default again.

  • Click SAVE any time you have made changes or if the SAVE button illuminates.

  • Return to the Bidding>Invitation List tab when you are ready to Send Invitations.

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