How to Edit a Bid Request / Request for Quote in Buildern

From the Bid Requests / RFQs list, you can manage each bid request using the three-dot (⋯) menu in the Actions column. This menu provides quick access to all available operations.

Follow the steps below to update your bid request:

Start by opening your project and navigating to the Bid Requests / RFQs section.

This is where all your bid requests are stored and managed.

Find the bid request you want to update and click on the 3-dot icon.

Edit – Update bid request details such as scope, dates, vendors, or cost lines.

View – Open the bid request in read-only mode to review details.

Send – Send the bid request to selected vendors to collect responses.

Duplicate – Create a copy of the bid request for reuse.

Preview – See how the bid request will appear to vendors before sending.

Copy to – Copy the bid request to another project.

Close – Mark the bid request as closed to stop vendor responses.

Delete – Permanently remove the bid request.

Below is a breakdown of each available action and how to use it:

Click Edit to open the bid request form and update its details.

You can modify information such as vendors, dates, scope of work, attachments, and cost lines.

Once done, click Save to apply your changes.

Select View to open the bid request in read-only mode.

This is useful when you want to review details without making changes.

You can also edit a bid request directly from the view page clicking the Edit (pencil) icon in the top-right corner. Other quick actions include viewing offers, checking who has seen the bid request, and previewing the request.

Click Send to distribute the bid request to selected vendors.

Once sent, vendors will be notified and can submit their bids.

Use Duplicate to create a copy of the bid request.

You can then edit the duplicated version instead of creating a new one from scratch.

Click Preview to see how the bid request will appear to vendors.

This helps you verify all details before sending.

Select Copy to to copy the bid request into another project or template.

This is useful when working with similar scopes across multiple projects.

Click Close to stop accepting vendor responses.

Once closed, vendors will no longer be able to submit or update bids.

Use Delete to permanently remove the bid request from your project.

This action cannot be undone.

Once you click View Offers, a new window opens where you can review and manage all submitted bids from subcontractors and vendors.

This section allows you to compare responses, take actions, and convert bids into project documents.

From the three-dot (⋯) menu next to each bid, you can access the following options:

When managing bid responses from the View Offers screen, you get access to additional actions that are not available in the main Bid Requests list.

Use Reject to mark a vendor’s bid as not accepted.

Use Copy to → Estimate to transfer a vendor’s bid directly into your estimate.

This allows you to replace estimated values with actual vendor pricing, ensuring your project costs stay accurate and up to date.

Use Create to generate project documents directly from the selected bid.

You can create:

This allows you to quickly move from bid approval to execution without re-entering data.

Use Add to to attach a bid response to existing project documents.

You can add the bid to:

This allows you to incorporate vendor pricing into documents that are already created, without generating new ones.

Use Send test email to preview how the bid request email will appear to vendors.

This allows you to verify formatting and content before sending.

Use Watchers to add or manage users who should receive updates about the bid response.

Watchers will be notified about changes and activity related to this bid.

Use Submit manually to add a bid response on behalf of a vendor.

This is useful when the vendor submits their pricing outside Buildern.