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This article will explain the behaviors and interactions of the following column headings:
- @ (Email Status)
This is the email status showing the furthest status of the email and/or action taken by at least one of the bidding contacts. For example, if three contacts were sent an email and one bounced, one delivered, and one opened the email, the status will show as opened since that would be the furthest action of at least one of the contacts of the company.
Here is a description of the email status icons (these are also explained in your Email Log):
Here is an article explaining the email status icons in more detail:
https://feedback.pipelinesuite.com/knowledgebase/articles/1961854-email-logs-email-status-icons
- Y/N (Bidding Status, will the company be bidding?)
Unc = Unconfirmed. They have not confirmed whether they will be bidding.
Yes = They will bid.
No = They will not bid.
Uns = They are Unsure if they will bid.
Bidders can update their bidding status themselves by clicking on one of the buttons in their bid invitation or notice emails, or in your Planroom portal. The status also automatically updates to "Yes" when they submit their bid via your Planroom portal (via the Submit Bid/Bid Upload area) or by submitting a Bid Form (via PreconTabs).
Note that if multiple contacts submit responses, the most recent response will be shown. For example, one contact responds No, then the same or different contact responds Yes, Yes will be shown.
Your company users can update the status by clicking on the link in the Y/N column, or when they change the RCVD column to Yes (it will also automatically change the Y/N to Yes). Another way the Y/N will automatically change to Yes is when your company users manually upload the subcontractor's bid via the link in the Bid Files column.
- $ (Bid Amount)
Your company users can manually enter bid amounts here. (The bid amounts do not automatically populate).
- RCVD (Bid Received)
The status also automatically updates to "Yes" when bidders submit their bid via your Planroom portal (via the Submit Bid/Bid Upload area) or by submitting a Bid Form (via PreconTabs). When bidders submit a bid directly to your company (not via your Planroom Portal), your company users will need to manually change to Yes when they have received a bid.
- Bid Files (Actual bid files uploaded)
These include files that bidders have uploaded via your Planroom Portal's Submit Bid/Bid Upload area, or via a Bid Form (via PreconTabs) and will include a PDF of their Bid Form(s) and any files uploaded into their Bid Form(s). It will also show Bid Files
your company users manually upload via the link in the Bid Files column or via the subcontractor/company's record, in their Bids & Files tab.
- Awarded (Internal Flag of which bidder you intend to award)
This is an internal flag for your company users to designate which bidder(s) you intend to award. NOTE: Bidders DO NOT receive an automatic notification when they are flagged as Awarded.
