How do I set my Company Bid Invitation Email Letter Default?

A Default template is now available to be set in Administration.  This template can be set so that a company standard  can be used on all projects without the user having to edit the in-project letter each time.  You must be an Administrator to access the Administration

To Edit go to Profile>Administration>Default Settings>Bid Invitation E-mail Letter

  • Take the Tour to learn how to work with the letter!
  • The items that appear in the header portion will populate automatically.
  • Drag and drop the Icons into the letter body where the project specific information should appear. Text can be edited and deleted within the body.
  • Beware of issues that could be created when cutting and pasting language in from another location as hidden or invisible formatting code will often come into the body as a result.  Pasting plain text and using the text editor capabilities can avoid this issue.