Managing bids
Learn how to use Bid Board to manage all of your bids.
- What to do if you cannot access a bid invite
- How to add and remove coworkers as followers on bids
- How to set rules to filter your opportunities (Bid Board Pro)
- How to delete a forwarded opportunity (Bid Board Pro)
- How subcontractors can make a quick measurement on a drawing
- How subcontractors can accept and decline bids
- How subcontractors can change the status of bids
- How subcontractors can download files for bids
- How subcontractors can upload files to bids for internal use (Bid Board Pro)
- How subcontractors can archive and unarchive bids
- How to change the owning office of an opportunity (Bid Board Pro)
- How subcontractors can add and remove coworkers as default followers on every bid invite (Bid Board Pro)
- How to indicate if a bid was won or lost
- I was awarded a bid. What should I do next?
- How subcontractors can add follow-up dates to submitted bids (Bid Board Pro)
- How subcontractors can assign and unassign coworkers to bids
- How subcontractors can add themselves to bids their company was invited to
- How subcontractors can remove themselves from bids
- How to track a bid's market sector
- How to track reasons for declining a bid
- How to track changes made to an opportunity
- How to track profit margin for opportunities
- How to change an opportunity’s “Request Type”
- How to leave comments on bids for internal tracking
- Why am I being asked to sign an NDA?
- How to create quantity takeoffs (Bid Board Pro)
- Why can't I access the Takeoff tool? (Bid Board Pro)