How do we create a bid package from an Estimate?

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• Do I have to create an estimate before creating a bid package?

  Yes, it is important to create an Estimate before creating a Bid Package.

• How do I create a new Bid Package for any trade and assign Bidders?

  To create a Bid Package, go to Menu, choose Estimates and pick the Estimate you wish to create a Bid Package for. Go to the Bidding tab and in Edit mode, choose Create a Bid Package. Here along with adding items, you can choose the people you would ...

• 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 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 we create an Estimate proposal package?

  The Document Writer can be used to create really awesome estimate proposal packets.  Unlike the Cover Page option within the Estimate, the Document Writer allows you to create many individual pages that surround your Estimate.  An example may be ...