Bids - Overview and Accessing
Updated
For a project, Companies/Contacts can be sent invited to bid on work.
- Participants can be setup to be contacted for Bids
- Email messages can be sent to Participants to invite them to bid
- Bid responses can be managed
- Custom Bid Forms can be created for Companies/Contacts to respond to
To access the list of Bid Participants
- Navigate to the Project (see Project - Menu Options and Navigation)
- Click on the Project Menu Bar, and select Messaging
The Messaging List form appears.
Next Steps
Bid Messages List – View Options
Bid Messages List – Navigation
Note* To quickly send an invitation to Bid to a Company/Contact, click New Message and a recipient email can be added right on the Send Project Message form instead of setting up a list of participants first.
