View and Manage Bidders on a Bid Form

To view and manage bidders on a bid form.

• Required User Permissions:

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

• Additional Information:

  • To see information on adding and inviting bidders, see Add Bidders to a Bid Form.

1. Navigate to the project's Bidding tool.

2. Open the bid package.
   This opens the Bidding tab. You can also click View Bid Forms and select a specific bid form to view.

3. The following actions are available:

   • View Bidder Information

   • Export a Bid

   • Add Bid Recipients

   • Remove Bid Recipients

   • Resend an Invitation

View Bidder Information

• The following information is shown for each company: Bidder, Bid Status, Bid Amount, Bid Recipients, Notes, and Last Activity.

• To view the company's bid (if submitted), click the company's name.

• To view the bid recipients and their contact information, click the person icon in the 'Bid Recipients' column.
  Note: If there is no designated recipient, no information will be displayed.

• To view the company's information, click the info icon on the right side of the table.
  This opens a side panel that shows information for the company from the Company level Directory tool.

• To go to the company's page in the Company level Directory tool (in a new tab):

  1. Hover over the company's row in the table.

  2. Click the vertical ellipsis icon and select Company Directory.

Export a bidder's bid

1. Hover over the bidder's row in the table.

2. Click the vertical ellipsis icon.

3. Click Export CSV or Export PDF.

Add Bid Recipients

1. In the Bid Recipients column, click the person icon.

2. Click Bid Recipients.
   This opens a side panel for adding recipients.

3. Select one or more recipients.
   Note: You can also click New Contact to add a new contact to the company. This will also add them to the Directory.

4. To add the recipient and send an invitation, click Send.

Remove Bid Recipients

1. In the 'Bid Recipients' column, click the person icon.

2. Next to the recipient you want to remove, click the delete icon.

Resend an Invitation

1. In the 'Bid Recipients' column, click the person icon.

2. To resend the invitation to bid, click the invitation icon.