How do I invite multiple subcontractors to a tender?

To easily invite multiple subcontractors to a project you will want to use the Contact Lists. A Contact List allows you to pre-populate a list of specific contacts at a company to save time.

Examples of how we’ve seen Contact Lists used in the past:

• Preferred subcontractors: The three or four preferred contacts for each trade.

• Based on previous tenders: Particularly handy if 2-stage tendering

To create a Contact List, head to your Address Book and select Lists.

When you are creating a Contact List you’ll be able to create the list based on a past project you tendered on EstimateOne.

Once you’ve named your list, you’ve just got to select who you want to be in it. Find the trade from the trade menu and start ticking off who you want in the list.

It’s worth noting that for Contact Lists, you have to tick off the individual contacts while with Company Lists you can only tick off entire companies.

To finish, click Save List.

2. Apply the Contact List when inviting Subbies

To apply the list when inviting Subbies to quote from the 'Invite Multiple' screen:

• Select Apply Contact List
• Choose the List you want to apply from the drop-down
• Select Apply List

• You will now see that all Subbies from your Contact List will have the checkbox ticked to show that they are selected for invite.

Note that Subbies who are on your Contact List, but their Trade has not been selected for this project, will not be invited.

• From here, you can add or remove Subbies by selecting or unselecting the checkboxes as you usually would.

• When you have finalised your selection select Issue Invitations.