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.
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Package was downloaded on 5th of Jan, documents are up-to-date |
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Package was downloaded on 8th March however changes have been made since original download, this means the subcontractor has obsolete documents. |
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You have sent the subcontractor a hard copy set of documents. |
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This contact has received documents from another source - updating the status to HasDocs will turn off notifications for this project to the subcontractor. |
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Contact has ‘Declined to Quote’ - updating the status to NQ will turn off notifications for this project to the subcontractor. |
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The contact is intending on ‘Quoting’ this tender |
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‘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.