Creating an Estimate

Contractor/Bids

 

To enter contractor bid prices, choose the Contractors/Bids tab. In the Contractor grid, use the drop-down arrow to select the first contractor receiving a bid price.

 

Note: Enter contractors by selecting Administration, Company Maintenance,

Contractors on the tool bar.

 

Next, press the Tab key. Enter the Bid Amount submitted to the contractor. Hit Tab again to change Date Submitted. Click the drop-down arrow to display a calendar, and select a date.

 

Enter the Days Valid, Payment Terms, and a Proposal Number, if applicable. Click Qualify to enter any inclusions, exclusions, clarifications and qualifiers. Enter the contractor’s final, total bid price under Bid Result.

 

If the contractor was the successful bidder, check the Won Bid box.

 

Repeat the procedure to enter bid prices submitted to other contractors.

 

 

More:

Proposal

Bid Qualifications