How Do I Customize my Bid Invitation Email Letter for my Project?

The Bid Invitation Email Letter can be edited at the Project level by going to Bidding>Invitation Email in your project.

The Company default version of this letter is available in Administration, but text content can be edited at the Project Level.

• Take the Tour to learn how to work with the letter content.
• Header will automatically populate with your Company Logo, Bid Invitation link and Subcontractor Information for each invitation.
• Email subject will default to include estimator, Company and Project name but can be edited.
• The blue links will populate Project specific information into the the Invitation letters.
• If you accidentally delete a link, click the Restore Default button to pull the letter from Administration default again.
• Click SAVE any time you have made changes or if the SAVE button illuminates.
• Return to the Bidding>Invitation List tab when you are ready to Send Invitations.