Procurement Phase Features

Sending out a Single RFQ

How to send an RFQ to a single subcontractor

Sending Multiple RFQs

How to send RFQs to multiple subcontractors

Streamlining Supply Chain Access: Understanding the E1 One-Time Code

How to Use the Network

Find new subcontractors on E1 and boost your quote coverage

How to Find Subbies That Responded During the Tender Phase

How to Upload and Share Scopes of Work With Subbies

Managing projects with an NDA

How to manage projects that require a non-disclosure agreement

Notifying All Subcontractors of a Revision Even if They Haven't Downloaded Documents

How to notify all subbies of a revision

Managing Your Documents on E1

An overview of the different document management functions on your procurement phase project

How to Use the Document Matrix

The Document Matrix allows you to organise your documents into packages, check out this guide to learn how

How to Revise Documents in the Procurement Phase

Learn how to use the Addendum Wizard and notify subbies of revisions

How to Prepare Your Documents for Uploading to E1

This article shows you how to prepare your documents before uploading them to E1

How to Notify Awarded Subcontractors About Package Changes or Revisions

How to Set Up Your Letting Schedule

This guide will take you through the process of setting up your Letting Schedule

Understanding the Letting Schedule

The Letting Schedule overview

Tracking Package Progress

Guide to managing subbie responses

How to Award Packages

How to Set a Priority Level and Store Notes on the Letting Schedule

Use the Priority feature to highlight Critical and high importance packages, and leave Notes for you and your team.

How to Change Timeframes on the Letting Schedule

How to edit and create timeframes on the Letting Schedule

Customise What You See on the Letting Schedule

Navigate your Letting Schedule efficiently using filters and custom columns

Assigning Packages to Your Team Members

How to assign procurement phase packages to members of your team

Adding or Changing Dates on the Letting Schedule

An overview of how to add or change dates on the Letting Schedule

How to Upload and Share Scopes of Work With Subbies

How to Award Packages

Managing projects with an NDA

How to manage projects that require a non-disclosure agreement

Viewing Awarded Subbies in the Address Book

How to view details and stats of awarded subbies in your Address Book

Overview of the Package Dashboard

You can now view the status of your package from the schedule all in one handy dashboard

How to View Quotes

How to view quotes on a procurement phase project

How to Notify Subbies That Their Quote Was Unsuccessful

How to Award a Package That Was Finalised Off-Platform

How to mark a subcontractor as ‘Awarded’ if you never issued them an RFQ

Procurement Phase Features Video

This video takes you through the features that support the procurement phase of your projects on E1

The Post-Award Handover Video

How to handover your project to the procurement phase

Importing Documents and Updating Packages Video

A quick guide to importing documents and updating packages in the procurement phase

The Letting Schedule Video

A guide to using the Letting Schedule during the procurement phase

Inviting Subbies Video

A guide to inviting subbies to quote during the procurement phase

Managing Subcontractor Responses Video

A guide to managing subbie responses during the procurement phase

What is E1? Video

This video runs through a quick overview of what your estimators are already using E1 for

The Network Video Guide

Are you looking to expand your network of subcontractors and increase quote coverage for your business? Our Network can help!

Notifying Subbies That Their Quote Was Unsuccessful Video

How to Use the Document Matrix Video

A video guide to making document packages using the Document Matrix

The Network FAQ

Answers to frequently asked questions about the E1 Network

How to Use the Network

Find new subcontractors on E1 and boost your quote coverage

The Network Video Guide

Are you looking to expand your network of subcontractors and increase quote coverage for your business? Our Network can help!

Viewing Awarded Subbies in the Address Book

How to view details and stats of awarded subbies in your Address Book

The Address Book FAQ

Answers to frequently asked questions about the Address Book

How to Upload Files & Store Them in the Address Book

How to upload files such as Schedules of Rates, Capability Standards Statements, Insurance Certificates or Tender Forms and Schedules to contacts in your Address Book

How to Set a Preferred Contact in Your Address Book

How to Create and Use Lists

Speed up the invitation process by creating contact or company lists

How to Archive Companies in Your Address Book

This guide shows you how to archive and unarchive companies in your Address Book

How to Add Users to Your Account

Project Access FAQ

Answers to frequently asked questions about restricting project access to team members on E1

Assigning Packages to Your Team Members

How to assign procurement phase packages to members of your team