How Do I Create A New Bid Note?

If you create a bid note here in the bidding worksheet, those notes will appear in the bid invitation area, and will show in the bid item notes report. They will also show up in the Scope of Work area where they can be edited for the owner. The notes will also populate in the Scope of Work area of the subcontract.

On the Bid Worksheet, click the Notebook icon next to the cost code to open a new note.

To create a new bid note, click Create New.

Type the bid note in the text box. Once finished click Save.

If you would like to save the note for future use click the add to save list button.

Give the note a title. Once finished click Save.