Before sending out an invitation to bid (ITB) or any follow-on bidder communications, you must first access the Communications Template Editor in ConstructConnect's Bid Manager. Bid Manager’s Communications Templates enable you to easily create, configure and manage your key communications to your intended bidders, helping to streamline your workflow and save you time.
The Communications Template Editor includes three starter templates for invitations to bid (ITBs), project addenda and any custom communications you wish to create and send. The Communications Template Editor can be found in the new Application Administration Panel. Begin by clicking on the gear icon at the bottom of the main navigation panel (as shown below).
The Communications page contains a list of the communications you have made with the bidders on the project:
To access the Communications window, click the Communications tab at the top of the project window.
Expanding the list
To expand the list and view the details of each communication, choose either of the following:
- click the gear icon on the right side of the page and select Comfortable for the Display Density.
- click the arrow on the right side of the line for a company in the list.
Understanding the list
Each communication-type contains the following information:
| Field | Description |
| Type | The type of communication:
Note: Click the Filters tab and select Type to filter the list by the type of communication. |
| Subject | The Type value and the name of the project. Note that clicking on the project name displays a preview of the message. |
| Delivery | How the message was sent, which can be email, fax or online only. Note: Click the Filters tab and select Delivery to filter the list by the type of delivery. |
| Status | Can be either Sent or Failed. Note: Click the Filters tab and select Status to filter the list by the status. |
| Sent Date & Time | The date and time the message was sent. |
| Action | Gives you the option to resend the message. To resend the message,
Result: The preview of the message is displayed.
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