Send the Bid Request for Internal Review and Approval

For most companies, an internal review is necessary for the purpose of verifying the scope of the project, as well as other things, such as terms and conditions, architectural drawings, and structural materials. After the bid request is approved, you can start the bidding process.

To send the bid request for approval

1 Navigate to the RFB log and click New. The RFB BP form opens.
2 Complete the form, then use the Workflow Actions field in the upper-right corner of the window to send the RFB into the workflow.

Once the approval request reaches the end of the workflow, you should receive the completed BP as a task in your task log. When you open the form this time, you should see an Invite Bids button on the toolbar, with which you can start the bidding process.

 

 

 

 


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