Tag estimate items in an estimate's RFP package

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.

Tag estimate items

  1. In the Bidders section, select Import Items.

  2. Select the Cost Code from the dropdown.

  3. Optionally, use the Search field to filter the list.

  4. Select one or more items to be tagged for the vendors.
  5. Select Import.

Tagged estimate items are automatically added to both existing and newly imported vendors in the RFP Package.

Posted February 21, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.