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Bid Requests

In this section, you will learn how to create and send out Bid Requests to your Vendors

Table of Contents

  1. Bid benefits
  2. Creating a bid
  3. Managing Bids
  4. How it Works for Vendors
  5. Flexibility - quotes received outside of Ressio

Understanding Bid Requests in Construction

Ressio's bid management feature allows builders to send requests to vendors for quotes, to manage the bid process, communicate, and update project pricing. Check out the bid feature overview in the video below!

 

Sending and Receiving Bid Requests

Navigate to your estimate within Ressio, click on the checkboxes next to the line items you wish to include in the bid request, click Create, snd then select Bid Request.

From here, you can add any relevant information such as descriptions, terms and conditions, attachments, instructions, and messages for the vendors. 

Select the Vendor(s) you would like to send the bid to. Then, click Save and Release.

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Reviewing and Approving Bid Responses

To check on Vendor responses, navigate to the Bid Request tab within the Approvals section. Select Review and then Approve.

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Once a Bid is approved, the amount in the estimate gets replaced with the approved amount. The Vendor name gets added to the line item in the vendor column of the estimate.


How It Works for Vendors:

1. Vendor fills out the bid while it’s still in a “pending/draft” state.
2. When the vendor clicks Submit, the bid moves to “submitted” and locks (no more editing in the bid itself).
3. The contractor can then Accept or Decline that submitted bid.

🗒️I f the contractor needs changes from the vendor, the workflow is to re-release the Bid Request so the vendor can submit a new bid (the old submitted bid stays as history).

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Alternate Approval Methods

If vendors provide bid responses outside of Ressio, access the Bid Request tab in the Approvals section. Review the desired bid, enter the accepted amount for each line item, select Save, Submit, and then Approve.

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If you have any questions or need further assistance, contact our support team at support@ressiosoftware.com. We're here to help.