User Guide - In use - Bid (Tender) Management - Bid (Tender) Reports

Bid (Tender) Reports

The Bid (Tender) Management section of the User Guide also contains the following topics:

Setting Up & Managing Bids | Inviting & Managing Contractors
Managing Bid Portal | Expressions of Interest | Bid Management FAQ3 | Instruction Videos

For any questions, please email our Customer Support Team at support@webuildcs.com.

Create a Document List Summary report for a bid

This article will teach you how to export a list of the current set of documents related to each selected bid package.

Step 1: Go to the Bid Summary

After navigating to your Bidding module, click on the “Bid SUMMARY” on the top-right of your bid package folders.

Step 2: Click the “REPORTS” button

Click the “REPORTS” button on the top-right hand side of your screen.

Step 3: Select “Document List Summary”

Select “Document List Summary” and click the “NEXT” button on the bottom-right hand side of the dialog.

Step 4: Select bid packages

Select the bid packages you would like to include in your report.

Step 5: Export

Select the available format and click the “DONE” button to export your report.

Create a Bid Summary report

This article will teach you how to export an overall list of your selected bids including the details of bidding companies, contacts, their status and related notes.

Step 1: Go to the Bid Summary

After navigating to your bids module, click on the “BID SUMMARY” on the top-right of your bid package folders.

Step 2: Click the “REPORTS” button

Click the “REPORTS” button on the top-right hand side of your screen.

Step 3: Select “Bid Summary”

Select “Bid Summary” and click the “NEXT” button on the bottom-right hand side of the dialog.

Step 4: Select bid packages

Select the bid packages you would like to include in your report.

Step 5: Export

Select the available format and click the “DONE” button to export your report.

Create a “Quote Comparison” Report

This article will teach you how to export a summary of quoted costs per contractor broken up by each scope item for selected bid packages. You can add your budget costs to this report to calculate trade gains/losses.