As a general contractor, once you have created a bidder list template you can import your template into a project to easily invite bidders to bid packages.
To import bidder list templates
Begin by navigating to your Projects page then click on the project you would like to import your bidder list template into. Please note bidder list templates can be imported into published and unpublished projects.
Click on the “Bid Packages” tab then click “Import.”
Click on the template you would like to import.
Click on the bid packages you would like to import. If you would like to import all, click “All bid packages.” Otherwise, click on each bid package individually.
All bid packages selected to be imported into your project will appear on the right-hand side under “Selected Bid Packages.”
Bid packages can be removed from the import by clicking the “x” to the right of the bid package name.
Once your bidder list template is ready to import, click “Add.”
Imported bidder list templates will not publish automatically and will be labeled “Not Published” on the “Bid Packages” tab.
To publish the imported bidder lists, click the drop down to the right of each bid package then click “Publish.” This will send an email to each subcontractor within that bid package notifying them that they have been invited to bid.
If you have further questions about importing bidder lists to projects, please contact us at email@example.com. We’re happy to help!