Send bid invitations to vendors

Once subs and suppliers have been added to the RFP Package and items documented, bid invitations are then sent through email to the vendors. The bid invitation email contains an auto-generated hyperlink allowing the sub or supplier to access the TeamLink portal.

The portal show the details of the RFP package and any files (eg. drawings and specs) that have been uploaded. The hyperlink is unique for each vendor, so they will not know who they are competing against.

In addition, the TeamLink portal provides vendors the ability to submit an overall response (ex. reviewing plans, bidding, not bidding etc.) and submit their item pricing. Thus, the portal alleviates the need to submit pricing via fax or phone and provides project managers and accounting staff a streamlined process of analyzing bids.

Send bid invitations through email

1. With the Procurement RFP Package details form open, select the Send Invite button at the top right.
2. Select the email template.
3. Select the OK button.
4. Important: In the Linked File Attachments section, make sure the Grant Access checkbox is selected for any file that needs to be shared in the TeamLink Portal.
5. In the Email Upload Attachments section, select up to two files from your local workstation that will be attached to the email.
6. Select Send Email.