Implementation plan – Estimating – Invitation to bid (optional)

Use this implementation plan to review drawings and specifications and send an invitation to bid so vendors can indicate interest in an opportunity.

The invitation to bid (ITB) feature distributes drawings and specifications to subcontractors and suppliers to gauge interest in an opportunity. This feature is commonly used by commercial general contractors and can also apply to high-end custom homebuilders.

The ITB email that Sage Construction Management sends allows vendors to access the TeamLink portal and respond whether they are bidding or not bidding. Vendors do not provide detailed price quotes at this stage.

Review uploaded drawings and specifications

Step	Task description	Help topic	Training video(s)	Application form
1	Go to Leads and select the appropriate lead in the Quick Select section.			Form
2	Select Drawings or Specifications in the Quick Links tab under the Lead Library section.
3	Review the uploaded drawings. Learn more about how to upload drawings here.	View
4	Review the uploaded specifications. Learn more about how to upload specifications here.	View

Invitation to bid

Step	Task description	Help topic	Training video(s)	Application form
1	On the lead home page, select Edit to update the ITB bid contact, bid date, and time.	View
2	Link existing drawing and specification files to the ITB.	View
3	Add vendors to the ITB.	View
4	Email the ITB to the vendors.	View