How do I record bid numbers that were given to us offline?

• Related Articles

• How do I generate a Bill or Sub-Contract from a Bid?

  You do not create a Bill from an Estimate. You can create an Subcontract or a PO from an estimate in one of two ways. Using the bid manager when the bids come in and you mark one of the bids as awarded, then when estimate is marked approved and you ...

• How do I award a bid received via the Bid Package?

  To award a bid via the Bid Package, go to the Menu and select Estimates. Pick the Estimate you wish to approve the Bid for and go to the Bidding tab. Once here, click on the Actions eye icon to open the Bid Package pop up. Here, go to the Bidders tab ...

• How do I send a Bid Notification or Request to bid from the Estimate?

  To send a Bid Notification, go to the Menu and select Estimates and choose the Estimate with the Bid Package. Make sure the Bid is in Final or Submitted stage. Go to the Bidders section and select Send ITB to invite people to Bid. Make sure in the ...

• How do I link a Contractor to a Bid Package?

  To link a Contractor to a Bid Package, you would need to create one first. To do so, go to Menu and then choose Estimates and open the Estimate and go to Bidding and click on Create Bid Package. Here, click the Bidders tab and you can start adding ...

• How do I send a request to bid to bidders?

  To send a request, you would need to add the bidders. Once the Bid Package is created, open the Bidding package and select the Bidders tab. Click on the Add Bidder option and start adding Bidders. Once this is complete, you will see an email option ...