Send bid invitations

Prepare the package list

Open the project and select Bid Packages.

Create packages with Auto-Analyze, add a package manually, or use Import Bid List. Review each package name and scope before adding companies.

Import a bid list

Select Import Bid List, then choose Previous Project or Bid Template.

Select the packages to import. Use Select All or Clear All when helpful.

Map every selected source package to an existing package, or choose Create new package & analyze scope. Review the summary and select Add Bidders.

Add bidders manually

Open a package and select + Bidder. Search by company, contact, email, trade, city, or state, and use coverage and capability information to compare the ranked results.

Select a company to invite all eligible contacts, or open it and choose individual contacts before selecting Add Bidders.

Choose + Bidder not in vendor list to enter a new company and contact. Saving it also adds the company to your organization’s vendor list.

Use Bid List Agent when more coverage is needed

Open Bid List Agent to review proven bidders from prior projects and additional qualified companies found around the jobsite.

Select and apply recommendations, then confirm each contact before publishing. Applying a recommendation does not send an invitation.

Review every package

Confirm each active package has at least one bidder with a valid email. The Publish Project to Bidders button appears only after every active package has a bidder, unless the project was already published.

Use Interactive Review and Scope Locations Found to verify the scope bidders will receive.

Start publishing and choose the bid-list audit

Select Publish Project to Bidders.

At the second-look prompt, choose Yes, review my bid list to see suggested companies or No, continue without audit to keep the existing list.

Audit suggestions come from your organization’s vendor network and consider recent bid submissions, market sector, office, and invitation history. No invitation is sent during the audit.

Complete the bid-list audit

Review suggestions by package and select the companies you want to include.

Choose Add bidders and send invites, or Don’t add bidders, send invites to continue with the original list.

Choose bidder workspace options

Leave Include scope locations selected when bidders should be able to open the drawing and specification references behind checklist items.

Select Include quote review when bidders should upload their quote and resolve an automated quote-to-scope comparison before submitting.

Leave Allow grouping-level Yes/No enabled when bidders should be able to answer a complete visible scope group and then adjust individual rows.

Review or enter the optional AI disclaimer. It appears above the bidder’s interactive scope-location reviewer and can be up to 2,000 characters.

Send the invitations

Review the recipient count for each package. Companies without a valid contact email are excluded.

Confirm publication. Each company receives a private invitation; additional company contacts are blind-copied.

After a drawing revision, the action changes to Publish Updated Drawings to Bidders.