How to submit tenders on behalf of subcontractors (BC Pro)

BC Pro allows you to submit tenders on behalf of subcontractors. This feature allows you to keep all proposals in a single place and is especially helpful in cases where an invited subcontractor submits their proposal outside of BuildingConnected.

Adding a proposal on behalf of a subcontractor does not send them an email notification. 

There are two workflows where you can submit a bid on behalf of a subcontractor: 

1. From the Subs tab
2. From the Tender Comparison tab
   
   

To add a bid on behalf of a subcontractor from the Subs tab

Navigate to the project and the bid package the subcontractor is in. You can use our “Jump to…” feature to quickly find the appropriate company. Learn more at What is the “jump to” feature and when should I use it? 

Click on the company's name and click "Create proposal" or "Create revision" if the subcontractor already has a submitted proposal. 



Enter the necessary information and upload any attachments. When you drag and drop or upload an attachment, you can preview the attachment on the right hand side to easily fill in the bid form side-by-side with the subcontractor's proposal.

Click on “Review & Submit.”



Review the information. Click "Back to edit" if corrections need to be made or click on “Submit."



You will immediately see the updates on the “Subs” tab. The subcontractor’s status will change to “Submitted” and you will see the proposal amount listed in the panel on the right.

The subcontractor will not receive an email invite and will not be notified that you submitted a tender on their behalf. However, if the subcontractor logs into their own account and accesses this project, they will be able to see the information you submitted for them. 

To delete a tender you submitted on behalf of a subcontractor, see How to delete proposals you submitted on behalf of subcontractors (BC Pro).

To add a bid on behalf of a subcontractor from the Tender Comparison tab

Start by going to the “Tender Comparison” tab for the appropriate bid package. Your experience may vary depending on the status of your subcontractor list. Here are the 3 scenarios: 

• If other subcontractors have already submitted, click on the “Add Proposal” button on the top right of the screen.
  
  
  
  
• If no subcontractors have submitted yet, you'll see a list of the invited companies. Click "Add" next to the bidder whose proposal you are adding. If you want to add for a company that was not originally invited from BuildingConnected, click "Add an unsolicited tender". 
  
  
  
  For unsolicited tender, enter the email address or name of the person whose proposal you’d like to add. Search the "People" or "Companies" tab and click "Add" next to the person or company.
  
  
  
  If you can't find them in the list, click "Skip to your tender form" at the bottom. 
  
  
  
  If no options appear, click "Add a proposal on behalf of [email]".
  
  
  
  
• If you have not invited any subcontractors and do not wish to send them an email invitation to bid before adding, you will see the page below:
  
  
  
  To add an unsolicited tender:
  
  
  1. Click "Invite Subs".
  2. Invite yourself using the "Email" tab. proposals. You must invite yourself because there must be invited subcontractors before you can upload.
  3. On the "Tender Comparison" tab, click "Add an unsolicited tender" and continue.
     
     

Next, fill out the tender form. You are not required to enter amounts for every required field. When you drag and drop or upload an attachment, you can preview the attachment on the right hand side to easily fill in the bid form side-by-side with the subcontractor's proposal.



After you enter the necessary details, click on the “Add Proposal” button.

As a reminder, the user you’re adding the proposal for will not receive an invitation to bid email or be notified that you are submitting on their behalf. 



Review the information. Click "Back to Edit" if corrections need to be made or click on “Submit."



You will see the added proposal listed in the “Tender Comparison” tab and in the "Subs" tab. The subcontractor did not receive an email invite and was not notified that you submitted a tender on their behalf. However, if the subcontractor logs into their own account and accesses this project, they will be able to see the information you submitted for them. 

To delete a tender you submitted on behalf of a subcontractor, see How to delete proposals you submitted on behalf of subcontractors (BC Pro).