Managing Invitation Responses

Track your subcontractor responses by heading to the Invitations & Responses page via the Project Dashboard.

When a subcontractor downloads their package or responds to your enquiries, this page will automatically update.. . You can also manually mark off responses from the dropdown menu.

       

Package was downloaded on 5th of Jan, documents are up-to-date

   

Package was downloaded on 8th March however changes have been made since original download, this means the subcontractor has obsolete documents.

       

You have sent the subcontractor a hard copy set of documents.

       

This contact has received documents from another source - updating the status to HasDocs will turn off notifications for this project to the subcontractor.

       

Contact has ‘Declined to Quote’ - updating the status to NQ will turn off notifications for this project to the subcontractor.

       

The contact is intending on ‘Quoting’ this tender

       

‘Quote Received’ - marking contacts as ‘Quoted’ allows us to feed you statistics on how often your subcontractors price for you. This is a tag you have to manually update on your end. 


How to resend an invitation:


If a subcontractor misplaces their email invitation, you can resend the original by clicking ‘Re-send Download Link’ from the drop-down menu to the right of the status column.

If a subcontractor misplaces a revision or addendum email, click ‘Re-send revision link’ from the drop-down menu to the right of the status column to resend the notification email containing a link to download the revised/new documents only.

If you are still unable to manage your invitation responses, contact support@estimateone.com or call 1300 705 035.

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