BuildingConnected allows general contractors to import customized bid form templates into projects. This functionality saves you time by eliminating the need to manually create bid forms for each new project you publish.
This article explains how general contractors can import bid form templates that are owned by members of other offices. Using templates is a great way to ensure that the members of your company are requesting the appropriate information from bidders who have been invited to bid.
Note: To import bid form templates that are owned by a different office, a subscription to BC Pro is required by the project’s owning office and by the bid form template owner’s office. To learn more about BC Pro subscriptions please contact firstname.lastname@example.org.
For instructions on how to create bid form templates please reference the article, How general contractors can create bid form templates (BC Pro).
To import bid form templates owned by a different office
To start, click on the bid package into which you want to import a bid form template.
Click on “Bid Form.”
From there, click on “My Company.”
Use the “Search” box to find a specific bid form template by name. You can also scroll through the list below the search box to find the template you wish to import. This list consists of:
- Active (published) projects.
- Closed projects.
- Bid Form templates.
Quickly identify templates from the list by looking for the “Template” tag located to the left of the template’s name. Once you find the desired bid form template, click on the template’s name. In the second column, you will see a list of all the bid packages included in the template. Once you find the scope-specific bid form you wish to import, click on “Use this Form.”
You will immediately see the updated bid form. Please note that importing a scope-specific bid form will replace anything you already have in the Bid Package bid form.
Subcontractors will see all the questions that are included in the scope-specific bid form template that you imported. If the scope-specific bid form is imported after the project has been published, the bid form will automatically update for the subcontractor with the new questions.
While the bid form automatically updates in the subcontractor’s account, the subcontractor does not receive an email notification of the update. As a best practice, we recommend sending a message notifying subcontractors that the bid form has been updated.
For more information on Bid Forms please reference the “Bid Forms” section of our help center.