How to delete bid form templates (BC Pro)

With BC Pro, you can deleted bid form templates that you created. The ability to delete bid form templates helps keep your bid forms organized so that you can quickly apply the appropriate bid form to your project.

In this article, you'll learn how to: 

• Delete scope-specific bid form templates
• Delete bid form templates 
   

To delete scope-specific bid form templates

You can delete scope-specific bid forms within a bid form template. 

Click "Projects" using the menu on the left-hand side and navigate to the “Bid Form Templates” tab. 



Click on a template you want to delete.



Click on the "Scope-Specific Bid Packages" tab. 



Click on the arrow in the "Action" column for the bid package that you want to delete and select "Delete. 

Alternately, to delete one or multiple scope-specific bid forms, you can click the checkboxes next to the bid packages you’d like to delete. In the top header, click "Delete". 

Confirm by clicking “Delete.”

Please note that deleting Bid Form templates does not remove the Bid Form from projects that have been published. Rather, the template is not available for future use. 
 

To delete bid form templates

You must be the Lead to delete a bid form template. Learn more about leads in bid form templates.

Click "Projects" using the menu on the left-hand side and navigate to the “Bid Form Templates” tab. 



Click on a template you want to delete.



Click on the drop-down menu located on the top right of the screen. Click on “Delete Template”. 
 

Confirm by clicking "Delete Template". Once a bid form template is deleted, it cannot be restored.



For information on how to create Bid Forms please reference the Bid Form section in our help center.