Creating a Bid
Important Note: In order to submit a Bid Management Request, Vendor Companies must have an email address associated with their Company. To review or edit the email address, go to the My Companies module and click on the Vendor Company name. The email will appear at the top of the screen. If no email is shown, click Edit to add the email address. Without an email address in this field, the Requests cannot be sent.
1. Click Bid Management and navigate to Requests tab. Then, click Create Bid Request.
2. Complete the fields and click Continue to Template. (Note: Sealing a Project prevents Property Managers from seeing bid response until either the Bid Request deadline has passed, or all Vendors have responded.)
3. Choose an Existing Template, if available. Otherwise, select New Request.
If using an Existing Template, question will populate below in the Questions field. If creating a New Request, questions will need to be added using the Create, Browse or Search buttons.
Tip: Use the Browse or Search buttons to find and select commonly used questions that are pre-created within Prism.
4. Complete the fields and click Continue to Vendors.
5. Under the How many bids do you need in response? dropdown, select Manual Invite Only (to choose specific Vendors) or select a number.
If Manual Invite Only is selected, Vendors must be chosen from the Invite Specific Vendors dropdown. If a number is selected instead of Manual Invite Only, Vendors can be chosen from the Invite Specific Vendors dropdown, but this is not required.
Important Note: If a number is chosen in the dropdown, instead of Manual Invite Only, and a Service Type was selected in the previous step, Prism will only send the Bid Request to Vendor Companies who have that specific Service Type selected in their services settings. To add Service Types to Vendor Companies, see the lesson within this course titled "Property Manager: Change the Service Type on a Vendor Company."
6. Complete the fields and click Continue to Preview.
7. Review the details and click Send Request.
For more Bid Management Guides, please see below:
Managing your Bid
Adding Service Types to Vendor Account
Adding Vendors to Block List
Adding Properties