Invite Bidders to a Bid Package

Objective

To send tender invitations to companies you've added to a tender form. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Tendering tool.
• Additional Information:

  • When you add a Company as a Tenderer, every user on that companies user list will have access to view the tender. See Add a User to a Company in the Company Directory.

  • If a non-disclosure agreement is required, an email will be sent with a link to sign the NDA. Once signed, bid recipients will automatically receive the bid package and an invitation to bid.

  •  

    You can choose to invite companies as you add them to your tender form. See Add Tenderers to a Tender Form.

Prerequisites

• Assign a tender recipient to each company before sending invitations. If a company lacks a designated recipient, they will not receive an invitation to tender email. See Set Tenderer Information for a Company in the Company Directory.

  • If no recipient is assigned, the bid will only be visible to the bidding company's users via the Planroom or Bid Board tools.

Video

Steps

1. Navigate to the project's Tendering tool.

2. Click the name of the relevant bid package.

3. Select a method to invite bidders:

See Also

• Add Tenderers to a Tender Form
• View and Manage Tenderers on a Tender Form
• Create a Tender Form