How to send proposals to clients outside of BuildingConnected (Bid Board Pro)

As a subcontractor with Bid Board Pro, you can send proposals for opportunities that originated outside of BuildingConnected to your client, including manually created opportunities, forwarded opportunities, copied opportunities, and opportunities discovered via client suggestions. This feature allows you to track all bids and proposals on your online Bid Board in BuildingConnected and maintain accurate analytics and reports.

To send proposals to clients outside of BuildingConnected

In Bid Board, click “Send or Log” to the right of a manual, forwarded, or copied opportunity.



Once you are inside an opportunity, navigate to the "Bid Form" tab. 



This is where you are drafting the email that will send to your client outside of BuildingConnected.

- “To” field: This  will automatically populate the client’s email address that is associated with this opportunity. You can change the recipient by clicking the “x” next to an email address or click into the field to add additional recipients. 

- CC: Copy any coworkers or additional emails by typing the name of your coworker or an email address into the field, then pressing “Enter” on your keyboard. Please note that the “To” and “CC” fields cannot contain more than 50 email addresses.  

- Enter your proposal value, subject, message, and attach your proposal. Please note that the subject line has a limit of 60 characters, the message field has a limit of 2,000 characters, and file sizes must be less than or equal to 7MB.

- “Send a copy to myself” box is automatically selected. This will BCC your email address when your proposal is sent to your client so you also receive a copy in your inbox. If you do not wish to receive a copy, unselect “Send a copy to myself.” Please note that coworkers and other emails cannot be BCC’d.

- Click "Print" to download a PDF copy of this page. 



When you are ready to send your proposal, click “Preview & send".



You can see how the email to your client will appear. Click “Send Proposal.” Otherwise, click “Back to edit.”



Please note that the email will come from “First Name Last Name <team@buildingconnected.com>”, as shown in the preview. If the client replies to your email, it will be delivered to the email inbox of the individual who sent the proposal and will not be tracked in the “Messages” tab in BuildingConnected.

Once your proposal is sent, your bid will move to the “Submitted” tab on your Bid Board.