If you have received one or more quotes through your email or via message and you want to add them to Proprli, there are some ways for you to do that.
Option 1: Add an existing quote to the Project page
Step 1: Go to the project you are working on.
Step 2: Click on "Add Existing Quote." Doing this will create a new Bid Room where you can invite other bidders to participate.
Step 3: Select which company provided the quote, insert the total bid, and add relevant files.
Option 2: Add an existing quote to a Bid Room
Step 1: Go to the project you are working on.
Step 2: Add a quote directly to an existing Bid Room by clicking on "Add Quote Manually."
Step 3: Select which company provided the quote, insert the total bid, and add relevant files.
Both options mentioned above, after submitted, will be listed as "Manually added" and you will have the ability to add or request more quotes, or move directly to the RFA (Request for Approval) or Contract.
Option 3: Submit a Bid for a Bidder
If a bidder has been invited to bid and you receive their response via the message box or any other method, you can submit the bid on their behalf.
Step 1: Go to the project you are working on.
Step 2: Select the Bid Room.
Step 3: Click on the three-dotted icon on the top right corner of the bid you want to submit for.
Step 4: Select "Submit bid for bidder."
Step 5: Fill in the values and add any necessary documents. Once you save the information, the bid will be submitted.
Related Articles
Add readings
Step 1: Create a Meter Profile. Step 2: After creating a Meter Profile, if you hover over its corresponding line, in the Name column you should see a three-dotted icon. Step 3: When you click on t three-dotted icon, you will have the option to edit ...
Add inspection to multiple certificate lines
This feature is helpful when you need to apply the same information to multiple items. For example, imagine a scenario where you have several units within a building, and a single document (such as an energy label) covers inspection details for all ...
Can I add extra documents before the RFA starts?
Yes, you can add extra documents before the RFA starts. When setting up a Bid Room, before starting the Request for Approval, you can add any relevant documentation by clicking on "Drop files here or click to upload" below "Project shared documents." ...
I can't find the suppliers to add to a bid
If you cannot find the bidders you want to invite within your contact list, you might need to create them first. There are two scenarios here: Option 1: The company already exists, but you can’t find a specific contact person - if that's the case, ...
Create a new contact person
To add a contact while in a new tender or contract, follow the steps below: Step 1: Click on “+ Create a new contact." Step 2: Add the new contact's information. Ensure that the emails have the same domain (e.g., @companyname). Step 3: Click on ...