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Managing post-award Subbie Responses

← EstimateOne for Post-award
Managing post-award Subbie Responses 

Track your subcontractor responses by heading to the individual Package Dashboard by selecting a package name from the letting schedule.

When a subcontractor downloads their package or responds to your invite, this page will automatically update. You can also manually update responses from the dropdown menu on the right of each contact.

Here you can track:

Quote Status

Is the Subbie quoting?
Have they quoted or have they declined to quote?
Quote amount & Quote document
See the quote value in the responses table
Click  to access the document

Document Status 
Has the Subbie downloaded their package?
Do they have the most recent docs?

Scope Status
Has the Subbie viewed the Scope of Works?


Response types:

 - Downloaded package on June 27 (latest package)

 - Downloaded package on June 27 (not the latest package)

 - The contact already havs the documents/package

 - The contact has been sent a hard copy of documents

 - The contact has ‘Declined to Quote’ - updating the status to NQ will turn off notifications for this project to the subcontractor. Either the subcontractor or you can update this status.

 - The contact is intending on ‘Quoting’ for you. Either the subcontractor or you can update this status.

 - This means ‘Quote Received’. Either the subcontractor or you can update this status. If you receive a quote outside EstimateOne, you can upload it to EstimateOne so it's your source of truth.

 - There was an issue sending an email to the subcontractor. To investigate this error further, select 'Error' and a pop-up will appear to show you the reason of error supplied to us by the external mail server.

 - The contact requested this package via EstimateOne


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