Sending Invitations

Last updated 4 months ago
  1. Tasks > Bid Invitation Wizard > Enter Sub Bid Due Date & Time > check Filters > Next

  2. Update Cover Letter > Next

  3. Bid Invitees will be selected by the filters set on the first screen. You will see the number of invitees in parenthesis "Ready to Send"

  4. Check the box next to Send Reminders if desired. A Bid Invitation Reminder will automatically be sent 48 hours prior to the Bid Due Date to anyone who has responded Yes or those that have not responded, who have not yet sent in a Bid Quote.

  5. Click the Send Button

Video Tutorial for Creating & Sending Bid Invitations