Subcontractor Documentation Requests

Subcontractor Documentation Requests

Documentation Requests
are made by subcontractors who are interested in the project(s) you are tendering and have requested that you send them a set of documentation.  There are two types of Documentation Requests you can receive through EstimateOne:
  1. Documentation Requests from subcontractors via your Public Tender Page
  2. Documentation Requests from the EstimateOne Noticeboard. This means an EstimateOne subcontractor member is interested in pricing for you, and you have selected to approve or decline every subcontractor request before sending a package.

Controlling Access to Documentation

When adding a tender with documentation to EstimateOne, you will be prompted to confirm whether you would like to Auto-Approve your Download Requests from EstimateOne members.  This option is presented to you at the Project Details step.

Clicking “Yes, Auto-Approve Download Requests” will allow EstimateOne members to automatically download tender documentation for your project.  This saves you time as you don't have to approve each request, and affords you the best opportunity for additional market coverage from EstimateOne members.

When you select “Yes, Auto-Approve Download Requests”, subcontractors who download a package from the EstimateOne Noticeboard will be added to your Invitation and Responses list with an “E1” next to their name.

If you would prefer to approve each request for documentation, click “No, each Requires my Express Approval”.  This allows you some additional control over who will have access to your project documentation.

When you select “No, each Requires my Express Approval”, all EstimateOne members that request a package will be listed in your Requests page. To view your requests, from the "Dashboard", in the Sub Menu, click Requests

Managing your documentation requests that require approval

Your Requests page will list all documentation requests you receive from your Public Tender Page, plus requests from the EstimateOne Noticeboard if you selected “No, each Requires my Express Approval”.

Listed under a relevant heading, either “Via Your Public Tender Page” OR “Via the Noticeboard”, will be the following information for each subcontractor; a Company Name, Phone Number, a Package the subcontractor has selected and the option to Approve/Decline this request.

If you would like to see additional company details or contact them before approving a documentation request, click the company name to produce a pop-up window with the company contact details.

Next to each subcontractor's company name will be the name of the package they've requested.  If you would like to assign a different package to a subcontractor, click on the "Package" drop-down menu and select the package you would prefer to send.

Once the Package drop-down menu displays the correct package name, click “Approve” to send the subcontractor an email invitation with a link to download their package.

If a subcontractor is not suitable to price for a particular tender, and you do not want to send them a package, click “Decline”. This will send the subcontractor an email with the following content:

“Thank you for your request to download the {PACKAGE NAME} package for {PROJECT NAME} by {BUILDER NAME}.

At this stage, we are unable to issue you with documentation. The reason may be that your trade is not required for this particular project or deadline issues.

Should you wish to discuss this further, please contact our office at {BUILDERS EMAIL}, or alternatively call us on {BUILDERS PHONE NUMBER}.

We thank you for your interest in this project!”

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