Create New Bid

Overview

The Bids Tab on the Sales - Proposals screen allows the creation of bids and bid groups for a job opportunity.

How to Access the Bids Tab

• In the Sales module, select the Estimate / Proposal Lookup menu item (Figure 1).
• On the Estimate / Proposal Lookup screen (Figure 2), locate the desired job and click its Edit button in the Actions column (Green box, Figure 2).
• Click on the Bids tab (Yellow box, Figure 3) to access the Sales - Proposals screen where bids can be added or edited.

Figure 1

Figure 2

Figure 3

Adding a New Bid to an Estimate / Proposal

1. Click on the Add New button (Green box, Figure 3).
2. A pop up window will appear (Figure 4). Type a bid description in the field.
3. Click the Add New button in the pop up (Red box, Figure 4) to save the description. A success message will appear and the new bid will display as a row in the Bids tab (Green box, Figure 5).

Figure 4

Figure 5

Editing a New Bid 

1. Click on the Edit button of the corresponding Bid record (Red box, Figure 3).
2. The Sales - Edit Proposal opens
3. Proposal Details Form —Modify the bid description, quote date, quote amount, and address the proposal to a specific contact associated with the project.
4. Quote Type Selection — This links the proposal to a predefined quote template. You can modify the quote type
5. Proposal & Alternate Notes — Text field notes printed on the proposal document, with checkboxes to control whether they print (Red box, Figure 6).
6. Email — Builds and sends the proposal as an email with a PDF attachment (auto-generated from a report template), using a modal with To/CC/BCC fields, subject, body, and importance settings.
7. Report — A "Report" button opens the proposal as a PDF for printing or download (Green box, Figure 6)
8. Notes & Attachments — You can add file attachments and pictures related to the proposal.

Figure 6

Accessing Your Projects Only

1. Click the My Projects button (Red box, Figure 2).
2. The system returns only projects where you are listed as a Project contact.