Can I save a Bid Package as a template for future use?
Yes! If you have a Bid Package structure that you plan to reuse—such as a standard scope of work, Bid Sheet, and preferred Bidder list for a common trade like electrical or HVAC—you can save it as a template. Templates can be created from an existing Bid Package or built from scratch.
🗒️ Note: Some project-specific fields will need to be completed each time a new Bid Package is created from a template. Visit Create a New Bid Package from a Template to learn which fields carry over and which require updates.
For step-by-step instructions, visit: