Send bid invitations for an estimate's RFP package to vendors

After the subcontractors and suppliers are added to the RFP package and items are documented, you can send bid invitations to the vendors through email. Each email includes an auto-generated hyperlink that provides secure access to the TeamLink portal. Through this portal, vendors can view the RFP package details and any uploaded files, such as drawings and specifications. The hyperlink is unique to each vendor, ensuring confidentiality and preventing them from knowing who else is bidding.

Within the TeamLink Portal, vendors can:

• Review plans and indicate their intent, such as reviewing plans, bidding, or not bidding.

• Submit item-level pricing.

This process eliminates the need for fax or phone submissions and gives project managers and accounting teams a streamlined way to analyze bids efficiently.

Open the RFP package details

1. Go to Leads or Projects and select the lead or project in the Quick Select section.
2. On the Lead or Project Home page, select Estimates in the Preconstruction section.
3. Select the estimate number or title from the list.
4. Select View Estimate.
5. Within the estimate, select the Bid Management tab.
6. Select the RFP package code.

Send bid invitations

1. Select Send Invite.
2. Select an email Template from the dropdown.
3. Select Ok.
4. Optionally, clear the checkbox next to any vendor that must not receive an invitation in the Recipients List section.
5. Optionally, import recipients to the CC List section as needed.
6. In the Linked File Attachments section, select the Grant Access next to each file that you want to share through the TeamLink Portal.
   Files in the Linked File Attachments section are not added as attachments to the email.
7. Optionally, select Choose File in the Email Upload Attachments section to include any additional files as attachments to the email.
   Files uploaded in the Email Upload Attachments section are not added to the Linked File Attachments section or shared through the TeamLink Portal.
8. Optionally, update the Subject and Body as needed.
9. Select Send Email.