--- title: How to Send a Pre-Qualification Request to a Company description: How to Send a Pre-Qualification Request to a Company --- [Skip to content](https://help.eligeo.com/how-to-send-a-pre-qualification-request-to-a-company#main-content) English Show submenu for translations [More support](https://help.eligeo.com/kb-tickets/new?hsLang=en) [![](https://help.eligeo.com/hs-fs/hubfs/Main-Horizontal-1.png?width=2000&height=523&name=Main-Horizontal-1.png)](https://help.eligeo.com/?hsLang=en) - [Eligeo Website](https://www.eligeo.com/) Open main navigation Close main navigation - [Eligeo Website](https://www.eligeo.com/) - English Show submenu for translations - [More support](https://help.eligeo.com/kb-tickets/new) - [Contact us](https://share-na2.hsforms.com/12Zry5n2IQGGrj3Br6Mxe_g419i7r) [Contact us](https://share-na2.hsforms.com/12Zry5n2IQGGrj3Br6Mxe_g419i7r) How can we help you? - There are no suggestions because the search field is empty. 1. [Eligeo Knowledge Base](https://help.eligeo.com/?hsLang=en) 2. [The RFP Workflow](https://help.eligeo.com/the-rfp-workflow?hsLang=en) 3. [General Contractor (GC) View](https://help.eligeo.com/the-rfp-workflow?hsLang=en#general-contractor-gc-view) # How to Send a Pre-Qualification Request to a Company Before you can invite a company to bid, they must be pre-qualified. 1. First, ensure the subcontractor exists as a record in your **Companies** module. If not, create one (refer to this article on [How to Add a New Company](https://help.eligeo.com/how-to-add-a-new-company?hsLang=en)) 2. Navigate to the **Companies** module and click on the company you wish to pre-qualify to open their detail page. ![](https://help.eligeo.com/hs-fs/hubfs/image-png-Nov-12-2025-09-30-09-6025-PM.png?width=1917&height=942&name=image-png-Nov-12-2025-09-30-09-6025-PM.png) 3. On the company's detail page, click the **Send Pre-Qualification** button (located at the bottom right) .![](https://help.eligeo.com/hs-fs/hubfs/undefined-Nov-12-2025-09-29-31-6633-PM.png?width=1600&height=790&name=undefined-Nov-12-2025-09-29-31-6633-PM.png) 4. A **"Send Pre-Qualification"** window will pop up. - Select a **pre-qualification template** from the dropdown. - Confirm the **Email Recipients**. - Select any **document types required** (e.g., "Insurance Certificate"). - Set the **Request Expires** date. - Add any **Additional Notes** (optional). ![](https://help.eligeo.com/hs-fs/hubfs/undefined-Nov-12-2025-09-30-50-8835-PM.png?width=1600&height=786&name=undefined-Nov-12-2025-09-30-50-8835-PM.png) 5. Click **Send to All Recipients**. 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