Bid Manager series · Part 3 of 3
Bid Manager, Part 3: Proposals, vendors and follow-ups
Build and revise proposals, get vendor pricing without the email chase, and auto-chase before the due date.
Price the job without leaving the tender. Proposals live on the Estimating tab, vendor pricing requests go out from the Vendors tab, and the Follow-ups tab keeps everything moving until the bid is in.
In this part you'll learn how to:
- Build proposals with their own quote numbers and keep every revision
- Invite a vendor to price the drawings, no account needed
- See exactly what your vendor receives
- Turn on auto-chase and work your open follow-ups
Takeoff and estimating are coming very soon. For now, the Estimating tab is where your proposals live.
That wraps up the Bid Manager series. Download the PDF guide below.