Setting Up & Managing Bids | Inviting & Managing Contractors
Managing Bid Portal | Expressions of Interest | Bid Management FAQ3 | Instruction Videos
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.
After navigating to your Bidding module, click on the “Bid SUMMARY” on the top-right of your bid package folders.
Click the “REPORTS” button on the top-right hand side of your screen.
Select “Document List Summary” and click the “NEXT” button on the bottom-right hand side of the dialog.
Select the bid packages you would like to include in your report.
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.
After navigating to your bids module, click on the “BID SUMMARY” on the top-right of your bid package folders.
Click the “REPORTS” button on the top-right hand side of your screen.
Select “Bid Summary” and click the “NEXT” button on the bottom-right hand side of the dialog.
Select the bid packages you would like to include in your report.
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.
After navigating to your bids module, click on the “BID SUMMARY” on the top-right of your bid package folders.
Click the “REPORTS” button on the top-right hand side of your screen.
Select “Comparison Report” and click the “NEXT” button on the bottom-right hand side of the dialog.
Select the bid packages you would like to include in your report.
Select the available format and click the “DONE” button to export your report.
Export all submissions and quotes for selected bid packages
To export all bid submissions and quote documents for selected bid packages, follow the steps below.
After navigating to your bids module, click on the “BID SUMMARY” on the top-right of your bid package folders.
Click the “REPORTS” button on the top-right hand side of your screen.
Select “bid Submissions & Quotes” and click the “NEXT” button on the bottom-right hand side of the dialog.
Select the bid packages you would like to export.
Select the available format and click the “DONE” button to export bid submissions & quotes.
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