How subcontractors can manage their own vendors and suppliers on bids

BuildingConnected gives subcontractors the ability to add their own suppliers or vendors to bids. This allows you to pass the files or project details to any parties that are helping you prepare your proposal. 

For instructions on how to add members of your company as followers on a bid, click here.

Managing vendors and suppliers on bids

• What information can vendors access?
• I'm incorrectly marked as a vendor, what can I do? 
• To add a vendor or supplier
• To remove a vendor from a bid
• To resend a vendor invitation

What information can vendors access?

Vendors can view:

• Bid information (project name, bid due date, client details, bid status)
• Assignees
• Followers that work for the company that owns the bid
• Any followers that work at the vendor's own company
• Project files

Vendors cannot view:

• The bid form or submit a bid
• Messages
• Vendors that work at other companies
• Internal information (comments, tracking information, files uploaded under the "Internal Files" section)
   

I'm incorrectly marked as a vendor, what can I do? 

Please click here for instructions on how to resolve your "vendor" status. 

To add a vendor or supplier

Start from the bid’s “Overview” tab. Under “Team Summary” click on “Manage team.”

Click into the “Add a follower or vendor” field.

Type the email address of the vendor or supplier that you’d like to add to the bid. Once their email address is typed out, click on “Invite” from the drop-down menu. This will send the added contact a notification.

Once the appropriate contacts have been added, click on “Done.”

To remove a vendor from a bid

Start from the bid’s “Overview” tab. Under “Team Summary,” find the name of the vendor you’d like to remove. Click on the drop-down menu next to their name and then click on “Remove.”

To resend a vendor invitation

Start from the bid’s “Overview” tab. Under “Team Summary,” find the name of the vendor to whom you’d like to resend the invite. Click on the drop-down menu next to their name and then click on “Resend invite Email.”