Add Potential Tenderers to a Tender Package

After you have set up a tender package, add the contacts who you want to be invited to tender on it.

To add potential tenderers to a tender package:

Select the Tenders tab to open the All projects page.
On the All projects page, select a project.
On the Tender Packages tab, select a tender package.
On the Tenderers tab select  Add.
On the Add tenderers page, use the tabs to choose tenderers:
- Search directory: On this tab, first select how you want to search for potential tenderers. There are two choices:
  - Search My Organization Directory: Your organization directory includes any organizations that have been imported or added by administrators in your organization. With this option selected, use the filters to search for organizations in your organization directory.
    Some known information, such as location and trade code information, is pre-populated and will display by default in the associated fields as you edit your other search criteria.
  - Search the Preconstruction Directory: Use the filters to search among all organizations that have Preconstruction profiles and that have opted to have their profiles publicly visible.
    You can modify the location proximity to widen or narrow the search for bidders by selecting Any location, Project location, Offices, or a Custom location of your choosing.
  Search results display in alphabetical order with bidders that fully match your search criteria first, followed by partial matches. Contact information such as email and phone number display beneath the tenderer name for quick reference.
- Invite by Email: On this tab, invite potential tenderers by email. In the search field, enter a comma-separated list of email addresses and select Add. Then, select each email address to which you want to send an invitation to tender and select Add again. You will be able to see the most recent date of invitation and number of invitations sent in the Tenderers tab after you send them.
- Add organization: On this tab, you can directly add a new subcontractor organization to your network and invite them to tender. Simply fill out the required fields and the organization will receive an invitation to join Preconstruction and tender on your project.
- Copy from project: Use this tab if you want to add tenderers from a different tender package in the present project or a tender package in a different project. Select a project, select a tender package, and then select View Tenderers. Then, select all tenderers who you want to invite for this tender package and select Add.
Select Add.

Tips

Contacts in your list who have not received your invitation email display an indicator warning in the Contact column. On the View details page, on the Contacts tab, you can see the email addresses for specific users who did not receive your email. Edit the email addresses, invite the users again, or delete the contacts.

Last Published Friday, February 23, 2024