Logging or Sending Proposals

When you are submitting a bid to the client in Bid Board, you have the option to log the bid or send it. These options are different. Logging a bid is for internal purposes and the client will not receive or see your bid through BuildingConnected. 

This article includes: 

• How to see the difference between logging and bidding
• I accidentally logged a bid, how can I send it to the client instead?
   

How to see the difference between logging and sending

Double click an Undecided opportunity in Bid Board to open it. 



Navigate to the "Bid Form" tab. 



If you are on the log proposal option, you will see the header "Log proposal" and a note that "This will not submit your bid to the client". The action will be "Log bid". 

Logging a bid is for internal purposes and the client will not receive or see your bid through BuildingConnected. For example, if you already sent the proposal to the client through email, this feature allows you to record and upload the bid here in your Bid Board to track that submission for your company. 

To switch to the sending experience

Click "Send your bid instead". 



Now, you can check that your bid will be sent to the client that is listed at the top in the "To:" field. The header is "Send proposal" and the action is "Preview & send". 

You can also often notice that when submitting a bid through BuildingConnected, the client may have custom bid forms. As shown below, these may ask for additional clarifications and questions to ensure that you are providing the information they are asking for.  



If you want to log a bid instead of sending it, click on "Log your bid instead" to return to the "Log proposal" experience.

I accidentally logged a bid, how can I send it to the client instead?

If a client lets you know that they are not seeing your bid in BuildingConnected, you may have logged your bid instead. In this case, the client did not receive or see your tender in BuildingConnected.

Navigate to the "Tender Form" tab in the corresponding tender.

Check to see if the header is "Logged proposal" and if there's a note stating that "Logging is for internal tracking purposes only...". 



To send your tender, first click "Discard" to delete the logged proposal. 



Confirm the action by clicking "Discard" again. 



Click "Send your bid instead". 


Fill out the new bid form accordingly and click "Preview & send". Review your responses and click "Submit". 

You should see that the header is now "Sent proposal" and the date that it was sent.