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)
2. Navigate to the Companies module and click on the company you wish to pre-qualify to open their detail page.
3. On the company's detail page, click the Send Pre-Qualification button (located at the bottom right) .
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).
     
5. Click Send to All Recipients. The system will then email an invitation link to the subcontractor's contacts.