How to add subcontractors to bid packages

Once you've created a new tender package, you are ready to start inviting subcontractors. In your tender package, click on the "Add Bidders" button to invite subcontractors in several ways: 

      - Search for subcontractors
      - Import subcontractors from a different project or template
      - Add subcontractors by email 

To invite subcontractors using search

Our "Search" tab includes our robust recommendation engine which provides you with subcontractors that meet your project's needs. Learn about how our recommendation engine works and how to use it here. 

To import subcontractors from a different project or template

1. Navigate to the "Import" tab.
2. Select the subs from a previous project or a template.
3. Select the applicable tender package.
4. Remove any companies who should not be included from the "Selected Subs" list by clicking the "X".
   • At the bottom of the "Selected Subs" panel, you can also choose to bulk exclude those who were "Not Tendering" or "Undecided" in that tender package you select.
5. Click "Add." 

To invite a subcontractor via email

1. Navigate to the "Email" tab.
2. Type in the email address of the subcontractor you would like to add. You can also copy and paste a list of emails from Excel and each email address will be listed separately.
3. Click "Add Selected Bidders" to send the invitation to the subcontractor. They will be sent an email and the opportunity will be available in their Tenders.