Watch time: 3 minutes
When you send a Bid Request through BuilderBid, your subcontractors (subs) and vendors receive a standardized email that includes project details and instructions. You can customize these templates, adjust deadlines, and manage how responses are submitted. This guide will walk you through updating and managing your bid request settings.
Watch this video to learn more (3 minutes):
Steps to Customize and Manage Bid Requests
1. Access Bid Request Templates
In the left menu, go to Templates & Setup.
Click Bid Requests + Subs.
Select Bid Request Template.
2. Update Template Content
Edit the subject line to make it relevant for your project.
Add or update bid instructions to guide your subs/vendors on how to respond.
3. Adjust Bid Deadlines & Include Specifications
By default, bid requests are due 10 days from when they are sent.
Update the deadline as needed to match your project requirements.
Toggle on the Specifications option if you want to attach detailed project specs to the bid request.
4. Manage Bid Submission Options
Ideally, subs/vendors should click View Plan Room in the email to input their bids and attach files.
If your subs/vendors respond directly via email, you can set specific email addresses to receive these submissions.
5. What your Subs/Vendors Receive
This is what your subs/vendors will see when you send them a Bid Request.
