Setting up a bid form
Follow the steps below to learn how to set up a bid form.
Step 1: To set up a bid form, you can either click on "Bid Form" on the header or select "Setup Bid Form" on the bottom right-hand corner of the screen.
Step 2: You have the option to either build your own bid form or use a template saved from previous Requests for Proposals (RFPs). In this guide, we will show you how to build your own bid form. Note that even if you choose a template from past RFPs, you can still customize it as needed.
Step 3: Include whatever information is relevant to your project and specify what details you want to receive from your service provider.
Here we have an extensive list of topics that might be added to your Bid form - all of them can be included or excluded from the final version, except Schedule of Works.
Step 4: After you finish filling up your request, you can publish the form. However, if you don't wish to publish it yet, your form will be saved as a draft until you are ready to publish and start inviting bidders.
If you want to change anything about your bid after you have published it, you can click on “Re-open” on the top right-hand corner of the screen. After the bid is reopened, the same steps can be followed to make adjustments.
Related Articles
Submitting a bid after the deadline
In this article we want to explain how you can submit a bid after the deadline, you can follow the steps below. Step 1: Click on "My Bids" on the menu at the left-hand side of your screen. Step 2: Locate the project for which the bid deadline has ...How do I reopen a bid?
You can reopen a bid by setting the deadline to a date in the future. To do that, follow the steps below: Step 1: Go to the project for which you want to reopen the bid. Step 2: Select the bid room you want to make changes to within the tab Manage ...Supplier is unable to see the bid
If the supplier is unable to see the bid, follow the steps below to fix that issue: Step 1: Go to the project for which you want to access the bid. Step 2: Select the bid room within the tab Manage Bids. Step 3: There, you will see an overview of all ...How to ask suppliers to fill in specific requirements?
Setting up a Bid Form is a great way to ask for specific requirements from a supplier. That's where you can list any documents or requests you want the bidder to confirm they have read and acknowledged. To learn more about Bid Forms, access the ...Can I delete a contact from the bid?
Yes, you can delete a contact from a bid. To do so, follow the steps below: Step 1: Go to the bid room within the tab Manage Bids. There, you should see a three-dotted icon on the top right-hand corner of the listed bidders. Step 2: By selecting the ...