Tender Phase Features

Resources to guide you through platform features for projects in the tender phase

34 articles

How to Set Up a Tender Phase Project on E1

Learn how to add tender phase projects with this step-by-step guide

Managing Tender Phase Subbie Responses

A guide to understanding subbie Invitation responses

Managing Quotes Through E1

How to manage quotes via E1

Coverage Dashboard

How to view the Coverage Dashboard.

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

Creating and Managing Projects FAQ

Answers to frequently asked questions about creating and managing projects on E1

Issuing and Tracking Correspondence

How to issue and track Correspondence on E1

Invitations and Enquiries FAQ

Answers to frequently asked questions about Invitations and Enquiries

How to Create an Addendum and Issue Notifications

How to Use the Document Matrix Video

A video guide to making document packages using the Document Matrix

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 Add Users to Your Account

Managing projects with an NDA

How to manage projects that require a non-disclosure agreement

What is E1? Video

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

Viewing Awarded Subbies in the Address Book

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

The Network Video Guide

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

The Address Book FAQ

Answers to frequently asked questions about the Address Book

Project Access FAQ

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

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

How to notify all subbies of a revision

Managing Quotes FAQ

Answers to frequently asked questions about managing quotes

Managing Documentation Requests

How to respond to requests for documents on E1

How to Use the Document Previewer

How to preview and edit any PDF document you upload to E1

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 Revise Packages and Documents Outside of an Addendum

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 Your Subcontractors of Document Changes

How to Notify All Subcontractors of an Addendum Even if They Haven't Downloaded Documents

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 a Custom Due Date to a Package

How to set a different due-date at a package level

Guide to Labelling File Names

This article contains a guide to labelling file names, check it out to make sure revisions are seamless

Assigning Packages to Your Team Members

How to assign procurement phase packages to members of your team

Tender Phase Project Basics - Start Here

Get a head start on tender phase project creation and management with these resources

How to Set Up a Tender Phase Project on E1

Learn how to add tender phase projects with this step-by-step guide

Managing Tender Phase Subbie Responses

A guide to understanding subbie Invitation responses

How to Use the Network

Find new subcontractors on E1 and boost your quote coverage

How to Create an Addendum and Issue Notifications

How to Use the Document Matrix Video

A video guide to making document packages using the Document Matrix

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 Add Users to Your Account

The Address Book FAQ

Answers to frequently asked questions about the Address Book

Managing Documentation Requests

How to respond to requests for documents on E1

How to Create and Use Lists

Speed up the invitation process by creating contact or company lists

Guide to Labelling File Names

This article contains a guide to labelling file names, check it out to make sure revisions are seamless

Creating and Managing Projects

Resources to help you create and manage Projects on E1

How to Set Up a Tender Phase Project on E1

Learn how to add tender phase projects with this step-by-step guide

Managing Tender Phase Subbie Responses

A guide to understanding subbie Invitation responses

Creating and Managing Projects FAQ

Answers to frequently asked questions about creating and managing projects on E1

Issuing and Tracking Correspondence

How to issue and track Correspondence on E1

How to Create an Addendum and Issue Notifications

Managing projects with an NDA

How to manage projects that require a non-disclosure agreement

Project Access FAQ

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

Managing Documentation Requests

How to respond to requests for documents on E1

How to Revise Packages and Documents Outside of an Addendum

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 All Subcontractors of an Addendum Even if They Haven't Downloaded Documents

How to Create and Use Lists

Speed up the invitation process by creating contact or company lists

How to Add a Custom Due Date to a Package

How to set a different due-date at a package level

Guide to Labelling File Names

This article contains a guide to labelling file names, check it out to make sure revisions are seamless

Invitations and Responses

Resources to help you manage Invitations and Responses through E1

How to Set Up a Tender Phase Project on E1

Learn how to add tender phase projects with this step-by-step guide

Managing Tender Phase Subbie Responses

A guide to understanding subbie Invitation responses

Coverage Dashboard

How to view the Coverage Dashboard.

Issuing and Tracking Correspondence

How to issue and track Correspondence on E1

Invitations and Enquiries FAQ

Answers to frequently asked questions about Invitations and Enquiries

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 Documentation Requests

How to respond to requests for documents on E1

How to Create and Use Lists

Speed up the invitation process by creating contact or company lists

How to Add a Custom Due Date to a Package

How to set a different due-date at a package level

Managing Documents

How to manage Documents on E1

How to Set Up a Tender Phase Project on E1

Learn how to add tender phase projects with this step-by-step guide

Issuing and Tracking Correspondence

How to issue and track Correspondence on E1

How to Create an Addendum and Issue Notifications

How to Use the Document Matrix Video

A video guide to making document packages using the Document Matrix

How to Use the Document Matrix

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

Managing projects with an NDA

How to manage projects that require a non-disclosure agreement

Managing Documentation Requests

How to respond to requests for documents on E1

How to Use the Document Previewer

How to preview and edit any PDF document you upload to E1

How to Revise Packages and Documents Outside of an Addendum

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 Your Subcontractors of Document Changes

How to Notify All Subcontractors of an Addendum Even if They Haven't Downloaded Documents

Guide to Labelling File Names

This article contains a guide to labelling file names, check it out to make sure revisions are seamless

Tender Phase Videos

Video guides for projects in the tender phase

How to Use the Document Matrix Video

A video guide to making document packages using the Document Matrix

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!

Managing Quotes

Resources to help you manage Quotes on E1

Managing Tender Phase Subbie Responses

A guide to understanding subbie Invitation responses

Managing Quotes Through E1

How to manage quotes via E1

Issuing and Tracking Correspondence

How to issue and track Correspondence on E1

Viewing Awarded Subbies in the Address Book

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

Managing Quotes FAQ

Answers to frequently asked questions about managing quotes

How to Add a Custom Due Date to a Package

How to set a different due-date at a package level

Managing Your Team on E1

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

The Network

Access thousands of subbie profiles, increase quote coverage and receive automated updates to company profiles using our Network feature

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!

The Address Book

Resources for the Address Book feature

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