Bid management

Sending and tracking bid invitations

The Distribution tab is the control center for invited and prospective bidders.

Project TeamDesktop WebVerified July 24, 2026

The Distribution tab is the control center for invited and prospective bidders.

Best for: Bid managers and coordinators · Requires: Bid-management permission and selected bidders.

  1. Open Distribution.
  2. Filter or group by company, scopes, trades, or tags.
  3. Select the intended bidders.
  4. Choose Send bid invite(s).
  5. Review the recipients and message before sending.

You can also use Send message for follow-up communication without creating another invitation. Last Contacted opens delivery history for that bidder. Bid statuses progress through New, Sent, Will Bid, Will Not Bid, and Received.

Bulk actions can also edit bidder tags and scopes. Scope editing is unavailable when the package has no scopes. Removing a company from the bid list removes that bid record from the package; review any submitted information first.

The bell on an individual bid controls your notification level for that bid. It changes alerts, not bidder access or bid status.

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