Manage all of your project updates inside of your Bid Board! Subcontractors who have a subscription to Bid Board Pro can use our email forwarding feature to add addenda and project update emails for bids they receive outside of BuildingConnected.
When an addenda is forwarded to email@example.com it is often automatically paired with the existing bid (invitation to bid) in your Bid Board. If an addenda is not automatically paired, you can pair it manually. Once paired, the addenda/update email message and any attachments are added to the existing bid. Assignees, followers and vendors of the existing bid are then notified of the updates.
To forward addenda to BuildingConnected
Start by ensuring that the original bid invitation for the project has been forwarded to BuildingConnected (i.e. sent to firstname.lastname@example.org).
For more information on forwarding invites to BuildingConnected, please reference the article, "How to forward invites from your inbox to BuildingConnected (Bid Board Pro)."
When you receive an addenda or update email for a bid that was forwarded into BuildingConnected, forward the addenda to the same address that you forward bid invite to: email@example.com.
Once an addenda/update email has been received by our system, we will either automatically pair the addenda with the original bid, or the system will create a new bid that will need to be paired manually.
To manually assign addenda with an existing bid
If the system creates a new bid, it will land in your Bid Board under “Undecided.” From here, you can convert the new bid to an addenda.
Start by clicking the dropdown arrow that’s located next to the decline button and then select the option to “Convert to Addenda.”
After selecting “Convert to Addenda,” you’ll need to find the bid you want to convert the addenda to. You can use the search bar at the top of the pop up window, or select one of the suggested bids displayed below the search bar.
Once you’ve selected a bid, hit the orange “Convert” button.
After you convert the addenda, you will have the option to view the newly updated bid, or return to the Bid Board.
If you select “View Bid”, you can then click on the “Files” or “Messages” tab to view the new updates:
All files that were attached to the addenda/update email will be visible in the main section of the “Files” tab.
The forwarded addenda/update email will populate in the “Messages” tab.
Who is notified when an addenda is converted?
Followers, assignees and vendors of the original addenda, and the bid it has been converted into, will receive the following email notifications:
If you have further questions about forwarding addenda or updates, please contact us at firstname.lastname@example.org. We’re happy to help!