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ITB (Invitation to Bid)

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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 2 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 26 days ago in ITB (Invitation to Bid) / Project Directory / UI User Interface Enhancements 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 about 1 month ago in ITB (Invitation to Bid) 0 Needs review

ITB > individual emails

Hi, it would be great to email specific trades individually during the bidding process.
Guest 2 months ago in ITB (Invitation to Bid) / New Email Features & Email Browsing 1 Future consideration

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 25 days ago in ITB (Invitation to Bid) / UI User Interface Enhancements 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 9 months ago in Companies / ITB (Invitation to Bid) 0 Future consideration

Add Vendors to ITB by Classification List, Not By Distance

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 ...
Karson Smith 6 months ago in ITB (Invitation to Bid) 2 Future consideration

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 9 months ago in Companies / Compliance / ITB (Invitation to Bid) 6 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 10 months ago in ITB (Invitation to Bid) 0 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 over 1 year ago in Estimate Cost Codes (WBS) / ITB (Invitation to Bid) / Job Cost Codes / Project Classifications 0 Future consideration