Within your Bid board, you can quickly see the stage of a bid. With a few simple steps, you will know the status of specific quotation requests and submitted bids.
Steps to Find a Bid
View your own tasks and those of your colleagues
In the Bid management menu (1), navigate to your Bid board (2). You will find circles with the names of yourself and your colleagues in the upper left corner (3). Click on a name to view only that person’s tasks. This helps you quickly find relevant information without having to scroll through all tasks.
Use the search bar
To the right of your and your colleagues' circles, there is a search bar (4).
Enter a keyword in the search bar or use the dropdown menu. This menu allows you to search specifically by the name of a general contractor or the name of a project.
The search function helps you quickly find the right quotation request or project without having to manually browse through the overview.
With these simple steps, you can efficiently navigate within your Bid board and quickly find the information you need. This way, you always have a clear overview and know exactly where you stand with all quotation requests and bids.
💡 Still have questions or need help? Please contact our support department.