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How to Award a Bid to a Winner

  1. After comparing bids, go to the Bidders tab.
  2. In the Actions column for the subcontractor you want to select, click the Award Bid (trophy) icon.
  3. A confirmation window will appear, summarizing what will happen (e.g., "The bidder status will be changed to 'Awarded'") .
  4. Crucially, you can check the box to "Automatically create a quote from Bid Package". This is highly recommended.
  5. If you check the box, fields for the new proposal will appear, allowing you to set the Proposal Name, Expected Close Date, and Description .
  6. Click the Award Bid button to confirm.