How general contractors can create bidder list templates

As a general contractor, you can create bidder list templates to easily import bidders into new projects. To do so, begin by navigating to your Projects page from the left-hand menu.



Click on the “Bidder List Templates” tab.



Click “New Template.”



Enter a number, name, short description, and location for your new template, then click “Create Template.”



Click “New Bid Package.”



Enter the bid package’s number, name, and work performed keywords then click “Save.”



Your saved bid package will appear on the “Bid Packages” tab of the bidder list template. You may continue to add other bid packages by repeating the previous steps above. When you are ready to add bidders to bid packages, click on the bid package name.



Click “Add Bidders.” For detailed instructions on how to add bidders, please reference the article, “How general contractors can add bidders to projects.”



Please note that adding bidders to bidder list templates will not send them an email notification. Bidders will only receive an email notification once a bidder list template is imported into a project and the project is then published.

Once bidders have been added to a bid package, they will appear underneath their respective companies. Please note that bidders can be removed from templates at any time by clicking the small “x” to the right of individual’s names or by clicking “Remove” to the right of company names.



Bidder list templates will save automatically, so once you are satisfied with your template you can import it into a project to easily invite bidders. For information on how to import bidder list templates into projects, please reference the article, “How to import bidder list templates into projects.”


If you have further questions about creating bidder list templates, please contact us at [e-mail]. We’re happy to help!