Tag: Documents

A Request for Quote (RFQ) document tracks your quote request to a subcontractor/vendor, and his/her response (quote/bid). RFQs can be part of larger workflows, such as when RFQs are created

When the same RFQ is sent to more than one vendor, a Bid Package document is used to contain information about the quote request and all responses from the subcontractors/vendors

There are four ways to create a Bid Package document: From a Bid document – use this method when you are requesting quotes for a prospective project From automatic workflow

A Bid Package Addendum document is used to add information to an existing Bid Package that was sent out to vendors. Bid Package Addendums update or add information to Bid

There are two ways to create a Bid Package Addendum document: –  Manually, with no automatic connection to a Bid Package. –  From a Bid Package document with a status

The Commitment document contains information on the contracts you have with vendors and subcontractors and, optionally, suppliers (purchase orders). When used at non-integrated sites, Owner Direct is purely informational. However,

Vendor Submittal, Customer Submittal Package, and the Submittal Item Register are inter-related documents on a project. Vendor Submittals list and send project details, specially materials and documentation, to subcontractors or

A project can have as many Vendor Submittal documents as needed. To create a Vendor Submittal document: From the Project Dashboard, select Vendor Submittal from the Documents list, and click Add.

There are two ways to create a Customer Submittal Package: From a Vendor Submittal document – use this method when you want to carry over information From the Project Dashboard