Bid Room - FAQ (Portfolio Financials)
Can I include deducts in my bid submission in the Bid Room?
Can I print or export a copy of my bid in the Bid Room?
How can I add custom bid form templates for the Bid Room in Portfolio Financials?
How can I grant a 'Limited' user access to a specific Bid Room in Portfolio Financials?
How can I manually add a bid in Portfolio Financials?
How can I run a best and final round of bidding in Portfolio Financials?
How can I share access to a Bid Room in Portfolio Financials?
How can I unaward a bid or contract in Portfolio Financials?
How can bidders get locked out of a sealed Bid Room in Portfolio Financials?
How do I add additional contacts to a vendor profile in Portfolio Financials?
How do I enable retainage for a contract in Portfolio Financials?
How do I know if an RFI that I posted in the Bid Room has been answered?
How do I navigate to a Bid Room in Portfolio Financials?
How do I run a sealed bid process in Portfolio Financials?
How do I submit change orders and invoices in Portfolio Financials?
How do bid approvals work in Portfolio Financials?
What do bidders see when they are in the Bid Room?
What does 'Hide Bidding Info' mean for someone on the Bid Room Team?
What emails are sent during the bidding process in Portfolio Financials?
What is the 'Adjustments' section on a bid form in the Bid Room?
What is the Bid Room in Portfolio Financials?
What should I know about bidding in Portfolio Financials?
When will I receive emails about the project I'm bidding on in Portfolio Financials?
Why can't I see the Bid Room in Portfolio Financials?
Why can't my vendor access the Bid Room in Portfolio Financials?