ITB (Invitation to Bid)

In Leads under "Drawings" which we organized the drawing titles which we renamed to name "Addendum1" . When we link the documents to the Access Portal to the Vendors the renamed titles and Drawing numbers are not noted. In the Access Portal the do...

Currently the LEads Bd Due Date is what populates in ITBs. For most companies that Due Date as a GC is when the Bid is due for them to the Client. In ITBs they need an area to add a Bid Due Date earlier for their Vendors.

When selecting Suppliers and Subcontractors on drop downs it would be nice to hide internal contacts from the list. Example ITB and RFPs.

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.

See attached images for more details

The add by classification window for ITB does not do as it suggests. If I wanted to search by distance from the project, that should be a separate option. When adding by classification, I just want to see the list of vendors in the classification ...

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...

The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal...

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

Under invitation to bid once you create a general message you cannot edit, or delete it... would be nice to have this feature