Search for and Filter Bidders on a Bid Form

• Required User Permissions:

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

• Additional Information:

  • Search by Bidder first name, last name, or company name.

• Create a Bid Form

Search for Bidders

1. Navigate to the project's Bidding tool.

2. Click View next to the relevant Bid Package.
   Note: You can also click the name of the bid package.

3. Click the bid form name.

4. Click the Bidders tab.

5. Enter Bidder first name, last name, or company name in the Search field.

Filter Bidders

1. Navigate to the project's Bidding tool.

2. Click View next to the relevant Bid Package.
   Note: You can also click the name of the bid package.

3. Click the bid form name.

4. Click the Bidders tab.

5. Click theFilters button next to the search field.

6. Filter by the below fields:
   Note: Filter selections are saved automatically.

   • Bid Status

   • Directory Trade

     • Filter by the trades assigned to the company in the Directory > Bidder Info tab.

   • City

   • State

   • Zip

   • Union Member

   • Authorized Bidder

   • Business Classifications

7. Clickicon to close the filters menu.