Invite Bidders

 Note

The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.

 Important

If your project has NOT been updated to Bid Management Enhanced Experience and you are using the Legacy experience, see Search for and Invite Bidders.

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the project's Bidding tool.

  • Additional Information:

    • Make sure companies have a bid recipient before sending an invitation. Companies without bid recipients will not receive an invitation to bid email. See View and Manage Bidders on a Bid Form.

      • If no recipient is assigned, the bid will only be visible to the companies users via the Planroom or Bid Board tools.

    • When you add a Company as a Bidder, every user on that companies user list will have access to view the bid. See Add a User to a Company in the Company Directory.

Invite and Manage Bidders

 

Steps

 Tip

  1. Navigate to the project's Bidding tool.

  2. Open the bid package.

  3. If you want to invite all outstanding bidders, click Invite and select All Outstanding Bidders or Resend Invitations.
    Note: You can also click Invite in the banner to send invitations to all outstanding bidders. invite-bidders.png

  4. If you want to invite an individual company, click the Invite button next to the company in the 'Bid Status' column.

  5. Select one or more bid recipients to send the invitation to, and then click Send.

     Note

    If a non-disclosure agreement is required, an email will be sent with a link to sign the NDA. Once signed, bid recipients will automatically receive the bid package and an invitation to bid.

See Also

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