Resend Invitations to Bid
Objective
To resend a invitations to bid.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Bidding tool.
- Additional Information:
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Resending an invitation only triggers a notification email. No official platform access or user permissions are tied to this specific action.
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When you add a Vendor as a Bidder, every user on that vendor's user list will have access to view the bid. See Add a User to a Company in the Company Directory.
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You can resend invitations to all previous bidders, except those marked 'Will Not Bid'.
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When the Non-Disclosure Agreement (NDA) setting is enabled, bulk resending invitations excludes these bidders:
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Bidders with a Will Not Bid or Bid Submitted status.
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Bidders who have not signed the NDA.
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Bidders who were added to the bid package, but never invited.
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Steps
Resend an Invite to a Recipient
- Navigate to the project's Bidding tool.
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Click the name of the relevant bid package.
- Find the company you want to resend a bid invitation to.
- In the 'Bid Recipients' column, click the person
icon. - Click the invitation
icon next to the recipients name. - The invitation is automatically sent.
Resend all Invitations
- Navigate to the project's Bidding tool.
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Click the name of the relevant bid package.
- Click the Invite dropdown menu.
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Select Resend Invitations.
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Click Resend.