Drawings, Specifications & ITBs

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Subject Line in ITB Subcontractor Emails

Clicking on a subcontractor on the ITB vendors page shows the vendor's history on the project. At the bottom of the page, it shows the emails sent. We have created a number of email templates to use throughout the bidding process. It would be help...

Marc Macialek 1 day ago in ITB (Invitation to Bid) 0 Needs review

31 VOTE

Drawing management

Please consider getting our drawings management inline with PlanGrid/Autodesk or Procore. Features such as drawings revisions,overlay,puchlist tag/RFI tag is essential in managing multiple revisions for us and our project teams.

ron colindres 6 months ago in Drawings 2 Planned

3 VOTE

Add option to add vendors to ITB from Project Directory

If ITB is used outside of the leads module; inside of the Projects module, it will be helpful to be able to add Vendors to the ITB list from the existing Project Directory. ITB might be used after the project is created.

Guest 26 days ago in ITB (Invitation to Bid) / Project Directory / UI User Interface Enhancements 0 Future consideration

2 VOTE

Ability to save on the "Email Bid Invitation" Screen (ITB)

It would be helpful to be able to save and ITB email in progress. Once you select your vendors from the ITB page and click "Send Invitation", there is no way to save on the "Email Bid Invitation" screen. Just today, I was in the middle of sending ...

Marc Macialek about 1 month ago in ITB (Invitation to Bid) 0 Needs review

27 VOTE

Drawings-Overlay for revisions

When a revision is uploaded the revision overlays the last revision. This way you can see what was changed

anthony henderson over 1 year ago in Drawings 0 Future consideration

3 VOTE

ITB > individual emails

Hi, it would be great to email specific trades individually during the bidding process.

Guest about 2 months ago in ITB (Invitation to Bid) / New Email Features & Email Browsing 1 Future consideration

14 VOTE

Automated notifications of new or updated drawings

When new drawings are added to a project or updated drawings are uploaded there should be an automated notification that is sent to members of the project directory who have a teamlink role assigned.

Jack Speshock 11 months ago in Drawings / Notifications 2 Planned

1 VOTE

ITB Trade Company Bid Status Drop Down on Main Vendor page

On the ITB vendor page, it would be great if the subcontractor company lines had a simple dropdown box to change the bidding status. As it currently is, you have to click on the company-->edit bid status-->dropdown to finally be able to chan...

Marc Macialek 24 days ago in ITB (Invitation to Bid) / UI User Interface Enhancements 0 Future consideration

16 VOTE

Drawing Overlay

One of my Superintendents asked if there was a tool to overlay one drawing type over another type such as plumbing over a floor plan to see that all is going to match up properly. This would be incredibly useful for the PMs and Superintendents.

Molly Toledo about 1 year ago in Drawings, Specifications & ITBs 0 Future consideration

17 VOTE

Drawings uploads- naming pages

It would be good if there was a way to input the "Drawing#" at the time you are uploading. The system automatically gives a Drawing# to each page. It is a VERY time consuming process to rename pages [Drawing#s] after they are in the system, especi...

John Stone about 1 year ago in Drawings, Specifications & ITBs 4 Future consideration

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