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Remove Bidder(s) From a Bid Sheet

BACKGROUND

Removing Bidders from a Bid Sheet helps keep your Bid Packages accurate and up to date. It is particularly useful when a subcontractor or vendor was added by mistake or when scope changes affect their involvement. This process ensures that your Bid Sheets and invitations accurately reflect the current team of Bidders and prevents confusion during the bidding process. 

⚠️ Important: Removing a Bidder will delete them from the selected Bid Sheet. If this was the only Bid Sheet they were added to, any sent bid invitation emails will automatically update to display the following message when they attempt to view the associated Bid Package:
 

ConstructionOnline's expired bidding link message

HOW TO REMOVE BIDDER(S) FROM A BID SHEET

A. When Editing an Existing Bid Package

  1. Bidders can be removed by editing an existing Bid Package.
  2. Once within the Bid Package's extension blade that opens on the right side of your screen, navigate to the "Bidders" tab.

    ConstructionOnline's Bidders tab within Bid Package creation
  3. Locate the desired Bid Sheet you wish to remove Bidder(s) from and right-click on the desired Bidder. 

    Removing a Bidder from a Bid Sheet when editing a Bid Package in ConstructionOnline
  4. Select the red "Remove Bidder" option from the dropdown menu to delete the Bidder from the Bid Sheet. 

B. From within the "Bidders" Tab

  1. Access the "Company Overview" tab through the Left Sidebar or the Company Selector in the Top Navigation Bar. 
  2. Under the "Financials" section, select "Bid Tracking."
    1. This will open your "Bid Packages" List. 
  3. Navigate to the "Bidders" tab.

    The "Bidders" tab in ConstructionOnline's Bid Tracking feature
  4. Locate the Bidder you wish to remove, verify that they belong to the correct Bid Package and Bid Sheet that you no longer wish to include them in, then right-click on their name. 

    Removing a Bidder from a particular Bid Sheet within a specific Bid Package in ConstructionOnline
  5. Select the red "Remove Bidder" option from the dropdown menu to delete the Bidder from the Bid Sheet. 

C. From within the "Bid Sheets" Tab

  1. Access the "Company Overview" tab through the Left Sidebar or the Company Selector in the Top Navigation Bar. 
  2. Under the "Financials" section, select "Bid Tracking."
    1. This will open your "Bid Packages" List. 
  3. Locate and select the desired Bid Package to which you want to remove Bidders. 
  4. Navigate to the "Bid Sheets" tab.

    ConstructionOnline's "Bid Sheets" tab within a Bid Package
  5. Scroll to the desired Bid Sheet and right-click on the Bidder you wish to remove. 

    Removing a Bidder from a specific Bid Sheet within ConstructionOnline
  6. Choose the red "Remove Bidder" option from the dropdown menu to delete the Bidder from the Bid Sheet. 

ADDITIONAL INFORMATION 

  • Subscription Level: Bid Tracking is available for ConstructionOnline accounts with active subscriptions at the Residential Business, Commercial Team and Business, and Multi-Family Team and Business levels. 
  • Permissions: Admin Users and Company Users with "Can Create, Edit, and Delete" permissions for Bid Tracking can remove Bidders from Bid Sheets. 
  • CO™ Mobile App: The Bid Tracking feature is currently available exclusively via browser access to ConstructionOnline. 

HAVE MORE QUESTIONS? 

  • If you need additional assistance, chat with a ConstructionOnline Specialist by clicking the orange Chat icon in the bottom left corner or visit the UDA Support Page for more options.