Search for and Filter Bidders on a Bid Form

Managing large projects often involves coordinating with numerous vendors and specialty contractors. By using search and filter tools, you can efficiently organize your bidder list to view only the most relevant partners for a specific scope of work, improving your ability to manage the bidding process effectively.

• Required User 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 the name of the relevant 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 the name of the relevant 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.