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Add Bidders from the Directory to a Bid Form

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 Note
The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.

Objective

To add bidders from the Company level Directory tool and invite them to bid.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Bidding tool.

Prerequisites

Steps

 Tip
If you have just finished creating a bid form, you can click Save and Add Bidders instead of the first steps below. 
  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
  3. Across from the bid form you want to add bidders to, click the plus icon-plus-2.png icon and select Directory.add-bidders-plus.png
    OR
    Click the bid form name.
    1. Click the Bidders tab.
    2. Click Add Bidders and select Directory.
  4. Optional: Search for and Filter Companies to Add to a Bid Form.
  5. Mark the checkbox for the companies you want to add to the bid form.
  6. Decide when to invite bidders:
    • To add the bidders without sending an invitation, click Add Bidders.
    • To invite the bidders now:
      1. Click Send Invitations.
      2. Click Send to confirm sending the bid invitation email. 

See Also