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Drawings, Specifications & ITBs

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

Create integration with BlueBeam software

This software has great take off and drawing management capabilities not to mention others. It will give an alternative for take off
Guest almost 2 years ago in Drawings / Estimating Items / New Product Integration 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 5 months ago in ITB (Invitation to Bid) / UI User Interface Enhancements 0 Future consideration

Add a scale tool to the drawings viewer

Add a tool where the user can set the drawing scale, this will allow them to know the measurements of items in the drawings.
Jack Speshock over 1 year ago in Digitizer / Document Viewer / Drawings 0 Future consideration

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 1 month ago in Contacts / ITB (Invitation to Bid) / UI User Interface Enhancements 1 Future consideration

Add Warning Banner When Viewing a Drawing's Previous Version

A warning banner should be shown while viewing a drawing's prior version, so you know you are not looking at the latest version of a drawing
Guest over 1 year ago in Drawings 0 Future consideration

Add drawings and specs from mobile app

I have had a customer request the ability to upload drawings and specs from the mobile app. Their project managers all have iPads that they use for work.
Jack Speshock over 1 year ago in Drawings / Mobile - Android / Mobile - Apple 0 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 year ago in Companies / ITB (Invitation to Bid) 0 Future consideration

ITB > individual emails

Hi, it would be great to email specific trades individually during the bidding process.
Guest 7 months ago in ITB (Invitation to Bid) / New Email Features & Email Browsing 1 Future consideration

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 about 2 months ago in ITB (Invitation to Bid) / UI User Interface Enhancements 0 Future consideration