The RFP Workflow (Pre-Quals & Bids)
Master the full RFP process. Includes guides for GCs (sending pre-quals, inviting bidders, awarding bids) and Subcontractors (using the Bids Portal).
General Contractor (GC) View
- How to Send a Pre-Qualification Request to a Company
- How to Review a Submitted Pre-Qualification
- How to Approve or Reject a Pre-Qualification
- How to Add Bid Items to a Bid
- How to Add Documents to a Bid
- How to Send a Bid Invitation to a Bidder
- How to Add Public or Private Comments to a Bid
- Understanding the Full RFP Workflow (Pre-Qual to Proposal)
- How to View a Bidder's Submitted Bid (View Icon)
- How to Use Bid Q&A (View Public Q&A, Ask Questions)
- How to Manage Documents in a Job
- How to Create a New Bid Package
- How to Compare Submitted Bids
- How to Award a Bid to a Winner
- How to Track Bidder Status (Intent, Last Activity, etc.)
Subcontractor View (Bids Portal)
- How to Set Your "Intent to Bid" (Yes, No, Maybe)
- How to Access the Bids Portal (from Pre-Qual or Bid Email)
- How to Submit Your Pre-Qualification Form
- How to View and Respond to a Bid Invitation
- How to Create Your Company Profile
- How to Use the "Import Bid Items" Template
- How to Submit Your Final Bid