Add vendors to an RFP package

1. On the Estimate page, go to the Bid Management tab.
2. Select RFP Package Code.
3. In the Bidders section, select Import Bidder.
4. Select one of the Vendor views:
   • Add From ITB: Companies that are listed in the Invitation To Bid (ITB) and have a Status set to Bidding. See Drawings | Specs | ITB module.
   • Add From Master List: All active companies and contacts listed in the Contact Management module.
   • Add From Bidder List: All active companies and contacts listed in the Contact Management module that have 'Bidder List' checked in their profile.
   • Add By Classification: All active companies and contacts listed in the Contact Management module that are categorized using a classification system such as Company Types.

5. Select one or more companies.

   Use the Search box to filter companies and contacts.

6. Select Add or Add & Close.