Resend Invitations to Bid

 Note

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

Things to Consider

  • Required User Permissions on the project's Bidding tool.

  • Additional Information:

    • Resending an invitation only triggers a notification email. No official platform access or user permissions are tied to this specific action.

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

    • You can resend invitations to all previous bidders, except those marked 'Will Not Bid'.

    • When the Non-Disclosure Agreement (NDA) setting is enabled, bulk resending invitations excludes these bidders:

      • Bidders with a Will Not Bid or Bid Submitted status.

      • Bidders who have not signed the NDA.

      • Bidders who were added to the bid package, but never invited.

Steps

Resend an Invite to a Recipient

  1. Navigate to the project's Bidding tool.

  2. Click the name of the relevant bid package.

  3. Find the company you want to resend a bid invitation to.

  4. In the 'Bid Recipients' column, click the person Icon Person icon.

  5. Click the invitation Icon Invitation icon next to the recipients name.

    A bid management table showing columns for Bid Form, Bidders, Bid Status, Bid Amount, and Bid Recipients, with a popup displaying recipients Cody Sub and Test PM.

  6. The invitation is automatically sent.

Bulk Resend Invitations

  1. Navigate to the project's Bidding tool.

  2. Click the name of the relevant bid package.

  3. Click the Invite dropdown menu.

    Bid Packages page showing the Invite dropdown menu with options to invite outstanding bidders or resend invitations, highlighted by a red arrow.
  4. Select Resend Invitations.

  5. Click Resend.

See Also

Loading related articles...