Add a Bid

Important Notes

Ensure that Allow Subscribers is selected if needed.

Job and Bid posting descriptions have a tendency to include XML code when copied and pasted. This code must be cleared from the code view for the front-end view to display correctly. We advise always typing directly into the editor box rather than copying and pasting from another source. The following image offers an example of such code:

Instructions

1. Sign in to your website solution
2. To access Bid Postings:
   1. Click to expand the Modules menu
   2. Click the Content tab
   3. Finally, click the Bid Postings option
      
3. Locate the existing category you would like to add a bid to (or Add a Category, if needed):
   
4. Click to expand the Choose an Action dropdown menu, then choose the Add Item option:
   
5. Fill in the appropriate details about the bid that is being posted:
   
   • Bid Number: Number assigned to identify the bid
   • Bid Title: The title of the bid
   • Start Date/Start Time: When you would like the bid to be published
   • Publication Info: Add publication name
   • End Date/End Time: When you would like the bid status to change
     Note: A blank End Date will allow the bid to stay open until it is contracted
   • Submittal Info: How bids can be submitted
   • Bid Opening Info: If there are any special details about the bid opening
   • Status: Indicate the status of the bid
   • Addtl Status Info: If there are any additional comments about the bid status
   • Bid Recipient: The contact to receive bids
   • Description: Description of the bid
   • Qualifications: If there are any special qualifications to submit a bid
   • Special Requirements: If there are any special requirements for the bid
   • Miscellaneous Info: If there is any additional information about the bid
   • Addendum Date: Updated date, if applicable
   • Pre-bid Meeting: Details for a pre-bid meeting
   • Contact Person: The contact's name
   • Download Available: If there are downloadable documents for more information
   • Fee: If there is a fee for applying
   • Plan & Spec Available: If there are plans and specs available for the projects
   • Business Hours: Business hours of the contact posting the bid
   • Fax Number: If you have a fax number you would like information about the bid
   • Plan Holders List: Details regarding if a plan-holders list is used
   • Bid Posting Categories: The category or categories where you would like to add the bid
6. Choose a saving option:
   
   • Save: Will save the work as an unpublished draft
   • Save and Publish: Will save the work and publish it for viewing
7. If you choose Save and Publish, a dialog window will appear and give you the option to send a notification to subscribers:
   
   • Subject: Will autofill with the relevant subject line
   • Comments: Attach a brief description of the bid
   • Mobile Text/Push Message: Attach a message to the SMS notification
   • Include link to item: Checking this box provides a link to the item within the SMS message for a user to select while using their mobile device
   • Send: Two options will be visible (On Start Date and Immediately), and one will be automatically selected based on your entered Start Date:
     • If the Start Date is today, the Immediately option will be selected
     • If the Start Date is a future date, the On Start Date option will be selected
   • Send, Don’t Send, or Cancel:
     • Send: Will send the notification accordingly to those who have signed up in Notify Me for the selected Bids category and complete the publishing process
     • Don't Send: Will complete the publishing process without sending notifications
     • Cancel: Will close the Bids dialog box and return you to the Bid Details screen without publishing

Additional Resources

• Attach a Document to My Bid