Procurement Phase Features
Resources to guide you through platform features for projects in the Post-Award phase
28 articles
Procurement Phase Project Basics - Start Here
A quick start collection of articles to help you manage projects in the procurement phase
Procurement Phase Project Basics - Start Here
A quick start collection of articles to help you manage projects in the procurement phase
Sending Invitations
Resources to help you invite subbies to your procurement projects
Sending Invitations
Resources to help you invite subbies to your procurement projects
Managing Documentation
Resources to help you manage documentation during the procurement phase
Managing Documentation
Resources to help you manage documentation during the procurement phase
Procore integration guide: import documents to your project
How to connect and import projects from Procore to E1
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 Prepare Your Documents for Uploading to E1
This article shows you how to prepare your documents before uploading them to E1
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 Your Packages
Resources to help you manage packages during the procurement phase
Managing Your Packages
Resources to help you manage packages during the procurement phase
Procurement Phase Videos
Video guides for projects in the procurement phase
Procurement Phase Videos
Video guides for projects in the procurement phase
Inviting Subbies Video
A guide to inviting subbies to quote 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!
How to Use the Document Matrix Video
A video guide to making document packages using the Document Matrix
Managing Your Team on E1
Managing Your Team on E1
Procore Guides
Resources to help you connect and manage your Procore Integration
Procore Guides
Resources to help you connect and manage your Procore Integration
The Address Book
Resources for the Address Book feature
The Address Book
Resources for the Address Book feature
Keeping your Address Book up to date
Review inactive contacts, archive or unarchive companies, and merge duplicate entries to keep your Address Book accurate.
The Address Book FAQ
Answers to frequently asked questions about the Address Book
Viewing Awarded Subbies in the Address Book
How to view details and stats of awarded subbies in your 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
The Network
Access thousands of subbie profiles, increase quote coverage and receive automated updates to company profiles using our Network feature
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!