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ITB (Invitation to Bid)

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Prequalification

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...
Sue Parker about 1 month ago in Companies / Compliance / ITB (Invitation to Bid) 3 Future consideration

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

See attached images for more details
Norman Wendl about 1 month ago in Companies / ITB (Invitation to Bid) 0 Future consideration

Edit General Messages ITB

Under invitation to bid once you create a general message you cannot edit, or delete it... would be nice to have this feature
Gilbert Sanchez 3 months ago in ITB (Invitation to Bid) 0 Future consideration

Allow RFP Bidders to be added without Contacts

Currently you can only add a company to an RFP if they have a contact associated to their company. I have several clients who are doing bidding outside the system and don't always have the contact info when they are building out RFPs in the system...
Guest about 1 month ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / Teamlink User Roles 3 Future consideration

ITB Vendor Messages - Default View To Show ALL messages

It would be helpful to have ALL (read and unread) messages display in the default view on the ITB Vendor Messages tab. You have to check the Show Only Unread Messages checkbox to display the unread ones.
Adam Clark 5 months ago in ITB (Invitation to Bid) 0 Future consideration

Uploading videos to an ITB should go under photos rather than drawings.

Please allow photos to take .mov uploads so that we can have videos and photos of the space to be in the same area, rather than needed to upload videos under drawings. This should help keep more similar items grouped.
Guest 10 months ago in ITB (Invitation to Bid) / Photos 1 Future consideration

Allow for multiple classification code selection instead of one at a time

Right now adding vendors to ITBs is painstakingly slow. One code at a time? Should be able to drill down to the minor level on all your contacts and select multiple classification codes to choose from your contacts to invite. Reduce the number of ...
Guest 8 months ago in Estimate Cost Codes (WBS) / ITB (Invitation to Bid) / Job Cost Codes / Project Classifications 0 Future consideration

Subcontractor and Supplier Performance Reviews

Ability to document performance reviews for subcontractors and suppliers listed in the Project Directory. This information could also be used as a filter criteria when adding vendors to an ITB.
Norman Wendl 6 months ago in Companies / Compliance / Custom Definable Forms or Entry Screens / ITB (Invitation to Bid) 4 Future consideration

CC component of ITB function sending you the email with the full CC list.

When bidding for ICAP projects we need proof that the email was actually sent to potentially hundreds of vendors (W/MBE). Having the one email sent to you showing ALL the vendors would be the best proof, and allow us to not have issues when being ...
Guest 10 months ago in ITB (Invitation to Bid) / Journals 2 Future consideration

Cost Code level contacts

Need further breakdown of contacts for leads...by the minor level of cost code. The classification codes allow us to choose from Division and Major level only.
Guest 8 months ago in Companies / ITB (Invitation to Bid) 0 Future consideration