With Bid Board Pro, you can use our email forwarding feature to add addenda and project update emails for bids you receive outside of BuildingConnected.
To forward addenda to BuildingConnected
When you receive an addenda or an update email for a bid that was forwarded into BuildingConnected, forward the addenda to the same address that you forwarded the bid invite to: firstname.lastname@example.org. For more information on forwarding invites to BuildingConnected, please reference the article, "How to forward invites from your inbox to BuildingConnected (Bid Board Pro)."
Once an addenda/update email has been received by our system, we will either automatically pair the addenda with the original bid, or the system will create a new bid that will need to be paired manually.
If the system is able to automatically pair the addenda with the original bid, you will receive an email notification that looks like the screenshot below.
To convert an existing bid as an addenda
If the system is unable to connect your addenda to an existing opportunity, it will create a new bid. You can manually connect it to the original opportunity.
Click the dropdown arrow for the addenda in your "Undecided" folder and then select the option to “Convert to Addenda.”
Find the bid you want to connect the addenda to. You can use the search bar at the top of the pop up window, or select one of the suggested bids displayed below the search bar.
Please note that converting this bid to addenda will remove this opportunity. The messages, files, and followers will be moved to the opportunity you select.
Once you’ve selected a bid, click “Convert”.
After you convert the addenda, you will have the option to view the newly updated bid, or return to the Bid Board.
Once paired, the addenda/update email message and any attachments are added to the existing bid. Assignees, followers and vendors of the existing bid are then notified of the updates.
Who is notified when an addenda is converted?
Followers, assignees and vendors of the original addenda, and the bid it has been converted into, will receive the following email notifications: