Create a Bid Package

  1. Navigate to the project's Estimating tool.

  2. Click the Estimating tab.

  3. Click Actions and select Create Bid Package.

  4. Review and update the Bid Package information.
    Note: If you're creating multiple bid packages, you may want to update the name of your bid package to reflect the specific estimate.

  5. Click Create Bid Package.

Note icon Note

For the beta:

  • You can create a bid package for multiple estimates.

  • Each estimate creates it's own bid package.

  • Within the bid package, a bid form is automatically created for each group in your estimate. Each bid form includes all line items within the group.

Add an Estimate
Add Documents to the Bid Package