Bidding & vendors
Manage vendors and import contacts from Excel
Search your vendor directory, add a company manually, bulk-import an Excel list, and create reusable bid templates.
Step-by-step
Follow these steps
Open Vendor Management
Select Vendor Management in the main navigation and open Vendor List.
Search by company, trade, city, or state. Open a company to review qualifications, prior projects and packages, labor and enterprise details, DBE status, tags, and contacts.
Download the Excel template
Select + Contact, choose Bulk Upload, and select Download Template.
Keep the template headers and place each company/contact in the requested columns. Save the file as .xlsx.
Upload the workbook
Drag the .xlsx file into the upload area or choose the file from your computer.
Wait while ScrubPlan validates and previews the companies and contacts.
Review the preview
Check the company count, contact count, flagged rows, and warnings.
Correct missing company names, invalid emails, or other blocked fields in Excel and upload again when needed.
Import the contacts
When the preview is valid, select Import Contacts.
Return to Vendor List and search for a few imported companies to confirm their contact and trade information.
Add one company manually
Select + Contact and choose Enter Manually.
Enter the required company name and at least one contact field. Add the primary contact, location, company details, and any documented SMS or automated-call consent and evidence, then save.
Create a reusable bid template
Open Bid Templates and select + Bid Template. Name the template, add or rename package groups, and assign vendors to each package.
Use the template later from Import Bid List to populate a new project quickly.