We want to make submitting a quote as easy as possible for all parties involved. There may come situations in which you have invited someone to BidWork, but they still prefer to send a quotation via an e-mail. You, as a contractor, have the option to submit a quote in the name of those subcontractors/suppliers and be on top of your documentation. Here’s how you can do that:
1.Go to "Your projects" menu on the sidebar and navigate to a project of your choice.
2.Once you are inside a project select a package for which a subcontractor/supplier has submitted a quote outside of BidWork.
3. Find the subcontractor/supplier that you have invited and click the pencil icon menu. Here, you will be shown multiple options. In this article we are sticking only to the following:
Upload a quote
1. If you click on this option you will be redirected to the "Create quote" view where you will fill out the quote information as if you were a subcontractor yourself.
2. Fill out all the information in the create quote form. Click "Save" to create the quote
3. This will, in terms, update the status of that subcontractor and move the chevron accordingly to the status of the invitation.
Next up > Mark a subcontractor/supplier as quoted
Questions, comments, concerns? Contact us here.
Happy bidding!