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ITB (Invitation to Bid)

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Make 'Bid Contact' great again (A filter, not just a data tag)

In Contact Management, we have the option for each contact to select whether or not that person is a 'Bid Contact'. In my mind, this is the 'Person who we contact regarding their bid,' or 'the person we send ITBs to'. However, I don't see any way ...
Will Benhardt about 13 hours ago in ITB (Invitation to Bid) 0 Needs review

Mass Delete Vendors from ITB

Consider the ability to delete multiple vendors from ITB at once in lieu of . Similar to "Choose Bulk Actions" button in Estimating.
Michael Miller 10 days ago in ITB (Invitation to Bid) 0 Needs review

Option to hide internal contacts on drop downs

When selecting Suppliers and Subcontractors on drop downs it would be nice to hide internal contacts from the list. Example ITB and RFPs.
Matthew Carlisle 5 months ago in Contact Management / ITB (Invitation to Bid) / RFP for Estimating / RFP for Procurement 0 Future consideration

View ITB Statuses

It would be useful to see which companies are being referred to in the different status sections of the ITB. For instance, under "Vendor Invitation Status" you can see in the graph what percentage of the invitations were emailed and not emailed bu...
Isaura Clark 21 days ago in ITB (Invitation to Bid) 0 Needs review

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 4 months ago in ITB (Invitation to Bid) / Project Directory / UI User Interface Enhancements 0 Future consideration

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 3 months ago in ITB (Invitation to Bid) / UI User Interface Enhancements 0 Future consideration

ITB > individual emails

Hi, it would be great to email specific trades individually during the bidding process.
Guest 5 months ago in ITB (Invitation to Bid) / New Email Features & Email Browsing 1 Future consideration

ITB - Show Vendors grouped by classification similar to Contact Management module's Company listing

See attached images for more details
Norman Wendl 12 months ago in Companies / ITB (Invitation to Bid) 0 Future consideration

Ability to "add from previous ITBs" from Inactive Projects

I can add vendors from previous ITBs (especially useful for past leads and projects from similar regions) but once a project has ended and is made inactive, I cannot add vendors from those ITBs without reactivating the project, which is a hassle.
Will Benhardt 3 months ago in ITB (Invitation to Bid) 0 Future consideration

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 5 months ago in ITB (Invitation to Bid) / New Email Features & Email Browsing 0 Future consideration