Skip to content

All articles

← Knowledge Base

  1. "Do Not Invite" status option in subcontractor/company records.

  2. A bid phase name is required to create more.

  3. Adding a logo or picture file to an Invitation or Notice.

  4. Archive a Project

  5. Attachments to Emailed Bid Invitations and Notices

  6. Best Practices for Data/Email Clean-up

  7. Bid Leveling

  8. Bid List Column Preferences

  9. Bid Packages & Bid Phases (Definitions/Benefits)

  10. Buttons on bid invites replaced with gibberish.

  11. Calendar - Changing Colors per User

  12. Can't find a project? Here's how.

  13. Compressed (zipped) Folders Error.

  14. Copy a Favorite Bid List, or from a Prior Project

  15. Copy Project & Project Templates

  16. Create a Custom Report

  17. Create a Notice Memo

  18. Create a Notice Template

  19. Create and Send a "Thank You For Bidding" Notice to not-awarded bidders

  20. Creating a Bid Form - Most Common Method (Base Bid as a Line Item)

  21. Creating a Bid Form (One Base Bid Separate from Line Item Questions)

  22. Creating a Report of Companies Not in a Group

  23. Creating and Sending a Notice (Addendum, RFI Response, etc.)

  24. Creating and sending an NDA (Non-disclosure Agreement)

  25. Creating Bid Packages

  26. Creating Bid Phases

  27. Delete a Project

  28. Deleting a Bid Submitted by a Sub

  29. Download a PDF of a Bid Invitation or Notice

  30. Download a PDF of a Blank Bid Form

  31. Editing Invitation Title

  32. Email Clean-Up Service

  33. Email Logs & Email Status Icons

  34. Find Me More Subs Service

  35. Footer added to Invitations and Notices

  36. Hide or Show Login on Faxes

  37. How to add a new Company/Contact and send an invite in less than 60 seconds.

  38. How to pin the PipelineSuite login to your desktop (Windows)

  39. How to Search PipelineDirectory for Additional Subcontractors

  40. Importing Drawings from Procore

  41. Invitation Check Boxes on Fax

  42. ITB Response Service

  43. Make Project Public

  44. Mass assign companies or merge entire trades and/or groups

  45. Master Bid List - Default Sort by Trade Code or Company.

  46. Merging Companies

  47. Minority Report or "Good Faith Effort" Report

  48. Post projects on your company website.

  49. Prequal Form Setup Instructions

  50. Project Contacts

  51. Removing bidder(s) (Uninviting a bidder from a project)

  52. Restoring an Archived Project

  53. Sealed Bid Feature

  54. Select Bidders by Trade-Individually

  55. Select Bidders: Filter by Group or Postal/Zip Code (By Trade-All)

  56. Setting Up and Managing Divisions and Trades

  57. Setting Up and Managing Groups

  58. Trouble Logging in or Forgot Password

  59. Uploading a Bid for a Sub into a Project

  60. Uploading Plans or Other Documents into your Plan Room

  61. User Authority Roles Explained

  62. What is PreconPrequal™?

  63. When a Subcontractor Says They Can't Login

Feedback and Knowledge Base

(thinking…)