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ITB (Invitation to Bid)

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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 6 months ago in Contact Management / ITB (Invitation to Bid) / RFP for Estimating / RFP for Procurement 0 Future consideration

Access ITB subcontractor lists for archived leads

When you archive a lead, the subcontractor list for it is no longer accessible when setting up a new lead & ITB. We bid many similar projects for different chains of companies. We are not awarded every project, but we want to be able to repeat...
Marc Macialek 27 days ago in ITB (Invitation to Bid) 1 Future consideration

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

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

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

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

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

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

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 11 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 about 1 year ago in Companies / Compliance / ITB (Invitation to Bid) 7 Future consideration