After you have completed your Bidding Worksheet, go to Bidding> Invitation List to prepare Bid Invitations.
Take the Tour to learn about the Bid Invitation process.
Invitation Email
Invitation Email is where you can set the Bid Due and time, make changes with the email body (or may leave it as is) and add attachments that you want to be included on the Bid Invitation Email> SAVE
Invitation List
Set or Update your Bid Invitation Due Date and Time.
Customize your list with the information below or click Send to Email the Bid Invitations to all Invitees on the list.
Subs and Vendors will be able to click on the link in the Email and submit bids that will pull back into your Bidding Worksheet.
These values can also be reviewed from the Invitation Responses Tab below
To change the Filters that are used to compile the suggested Bid list, go to Set Filters button to adjust the parameters.
Add and Remove Bidders
Expand Divisions and Cost Items to see the suggested Invitee list for each:
Click Add Invitees to locate and add additional bidders from your database
Use Remove All to Clear out all invitees from a Cost Item
Click Send All to send to just the Contractors in that cost item
Click on Company Name to view all cost items a Company will be invited to bid on. These can include cost items from the Base Bid, Alternates, Units or Phases if you have these items included in your Estimate.
Click Company/Bid to view Bid Pricing
Click Remove to take that Bidder off the Invitation list
Click the Trash Icon to remove the cost item from a Bidder
Once all the subs on each cost items are added, you may now click SEND (# of subs listed). For the Invitation Email to be sent to all Subs
Send A Single Invitation
To send an invitation to just one Company or one Contact, begin typing the name in the search window until all other options disappear.
Then click the blue Send button to send invitations to only those selected.