How general contractors can add bidders to bidder list templates

As a general contractor, you can create bidder list templates to easily import bidders into new projects. To add bidders to a template, start from the “Projects” page and then click on the “Bidder List Templates” tab.

Select the bidder list template into which you want to add a bidder. Click here for instructions on how to create bidder list templates.

Select the bid package into which you want to add a bidder.

Click on “+Add Bidders.”

There are three ways you can add bidders to a bidder list template

• Search
• Import
• Email

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.

For more information about bidder list templates, including instructions on how to import bidder list templates into projects, please visit the “Bidder Lists” section of our help center.

To add bidders to a template via Search

You will be directed to our search tool. Use the options on the left side of the window to add filters to your search, as needed.

From the search results, click on the “Add” button located next to the company contact you wish to add to your template or search for a company using the top search bar and click "Add" accordingly. 



Once all the desired bidders have been added, click on “X” to close the “Add Bidders” window. You will immediately see the bidders in the bid package of your bidder list template.

To add bidders to a template via Import

Click on the "Import" tab. You can import from any templates that belong to you in "My Projects" or any templates that belong to your office or company by clicking on the "My Office" or "My Company" tabs respectively.

Click on the project or template you would like to import bidders from. 



Click on the bid package and the bidders in that package will appear under "Selected Bidders". You can click on multiple if desired and the corresponding bidders will be added to the "Selected Bidders" list. 



You can remove any individual bidders you do not want to add by clicking on the "x" icon next to that company. Click "Add" to add the selected bidders. 



You will immediately see the bidders in the bid package of your bidder list template.

To add bidders to a template via Email

From the “Add Bidders” window, click on the “Email” tab. 

Enter the subcontractor’s email address and then click on “Add Selected Bidders.”

• If you have a list of subcontractor's emails from a .CSV or .XLSX spreadsheet, you can copy and paste them directly into the field. Each of the email addresses will be listed separately and you can add multiple emails at one time.
• 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.

You will immediately see the bidder in the selected bid package of your bidder list template.