If your company reviews bids before awarding, an Enterprise leader approves or rejects each vendor's bid, and only approved bids can be awarded. Enterprise leaders approve bids. Property managers then award from the approved bids.
This is available if your company has it turned on. Contact VendorPM to turn it on. It applies only to quote requests that use sealed quotes.
Where to find it
In the left navigation, under Manage, click Quote Requests and open the quote request. On the Overview tab, each vendor has Approve bid and Reject bid buttons under its name.
Approve or reject a bid
Open the quote request and go to the Overview tab.
Review the vendor's bid.
Click Approve bid or Reject bid. You'll see Bid approved or Bid rejected to confirm.
Repeat for each vendor you want to consider.
When you approve a bid, property managers on the quote request get an email that the vendor's quote is in.
Awarding approved bids
When you award, you can only choose vendors whose bids are approved.
On a quote request with several properties, Award job stays unavailable until at least one bid is approved.
Good to know
Once a bid is approved, the approval can't be undone. Both buttons become unavailable.
A rejected bid can still be approved later.
If a vendor changes their bid, it needs approval again.
The buttons are unavailable until the vendor has a bid on the quote request. They don't appear on cancelled quote requests.
With sealed quotes, bids stay hidden until the quote deadline passes.