Implementation Plan - Estimating - Invitation To Bid (Optional)

The Invitation To Bid (ITB) feature can be used to distribute drawings and specifications to subcontractors and suppliers to gauge their interest in the job opportunity. Typically, this is used by commercial general contractors but can be applicable to high-end custom homebuilders.

The ITB email that Sage Construction Management sends will allow vendors to access the TeamLink Portal and provide a bidding or not bidding response. Vendors are not asked to provide a detailed price quote 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's 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