In this article, we explain how to add a quotation request (bid) to your Bid board in 12Build. There are three ways to add bids.
1. Automatically receive bids
When a general contractor sends a bid through 12Build, it is automatically added to your Bid board.
If the bid comes from our Publications feature and is accepted by the general contractor, it also automatically appears on your Bid board. These bids are marked with the blue arrow symbol.
Important notes:
Bids that you manually add can be moved across all columns.
Bids received through 12Build cannot be moved by subcontractors to the "awarded" column.
2. Manually adding bids
If you want to manually add a bid to your Bid board, follow these steps:
Navigate to your Bid board:
Within your Bid Management environment, go to your Bid board where you see all active bids.
Add quotation request
Click on the "Add bid" button.
Fill in the details
Enter the necessary information, such as internal bid name, bid owner, and other project details.
Save the bid
Check that all details are correct.
Click "Save" to add the bid to your Bid board.
Important notes:
Bids you manually add can be moved across all columns.
Bids received through 12Build cannot be moved by subcontractors to the "awarded" column.
3. Forwarding bids via email
As a subcontractor, you may still receive quotation requests via email. You can easily forward these to your Bid board.
Enable the email forwarding option in your 12Build Bid Management
Go to your Bid Management environment in 12Build.
Navigate to Settings.
Enable the email forwarding option: Turn on "Create bid via email" to generate a unique email address for your Bid board.
Copy the email address or use the email template.
You can choose to:
Copy the email address: Paste it directly into your email client (Proceed to Step 3).
or
Use the email template: Fill in the details and attachments, then send the email via your chosen email client (Proceed to Step 4).
Forwarding bids to your Bid board
Open your email inbox with the bid
This is the email you received from the general contractor containing the quotation request.
Click "Send".
Enter your Bid Management email address
Send an e-mail to the unique e-mail address the Bid Management mail address. This mail address will cause the bid to enter your system. Since you copied the address, you can simply paste it into the "recipient" bar using the key combination CTRL+V.
Send the email
Click "Send" to forward the bid to your 12Build Bid board.
Confirming the bid has been added
Once you’ve forwarded the email, you can check if the bid has been successfully added to your Bid board.
Return to your 12Build Bid Management environment
Open your Bid board
If it was already open, refresh the page.
Find the bid
The forwarded bid should now appear in your overview, including all relevant details.
Start managing the bid
You can now review, respond, and collaborate with involved parties directly within 12Build.
With these steps, you can easily forward quotation requests from general contractors to your Bid board. By enabling the mail address option and using it correctly, you can continue to do this for all requests that come in through your mailbox.
💡 Still have questions or need help? Please contact our support department.