Pending proposals

In this article:

• Pending and scheduled indicators | Approve or reject all proposals | Approve or reject individual proposals | Review individual proposals

Proposals uploaded to Bidx.com will be in Pending status and must be approved before contractors can view proposal information. This guide will help you to understand pending proposals and how to approve, schedule, review, and reject them.

Click to expand the following sections and learn more.

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Pending and scheduled proposal indicators

Icons, flags, and banners on the Lettings page and within an individual letting indicate when it contains proposals with pending or scheduled status. Expand the following sections to learn about these statuses and indications.

From the Lettings page

From the main Lettings page, a highlighted row/letting date indicates that the upcoming letting has pending proposal data that needs approval.

The icon indicates the letting contains pending proposals.

The icon indicates the letting contains scheduled proposals.

Hover over each icon to view the number of pending or scheduled proposals for the letting. Click the letting date link to view the pending proposals.

From within a letting

From within an individual letting, you'll see both a banner and a status flag indicating that the particular proposal is pending, and a status icon if the proposal is scheduled.

The banner at the top of the proposal indicates the proposal's initial advertisement is pending, and bid forms must be approved. Click Review bid form to review and approve the proposal (refer to the following sections for detailed steps).

The icon indicates the proposal status.

Good to know

• Use the Pending toggle to filter the letting so that it only displays proposals in pending status.

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Approve or reject all proposals

You can approve (or reject) all of a letting's pending proposals from within an individual letting page. Expand the following section to learn how.

Note: Once posted proposals or amendments have been approved, they can't be reverted to Pending status. The proposal must be amended to apply future changes after approval.

From within a letting

Approve or reject all pending proposals at once by navigating to the individual letting's page and following the steps given here.

Approve all

1. From within and individual letting, click to expand the Manage letting drop-down menu.
2. Click Approve.
   • A pop-up window will open to confirm the action. A banner will display the number of pending proposals affected, along with options to post the proposals immediately or schedule them for a later date.
   • If you need to schedule the post, select the Schedule radio button and fill out the date and time for the post to become visible to contractors.
3. Once the correct selection is made, click Approve to confirm.

Reject all

1. From within an individual letting, click to expand the Manage letting drop-down menu.
2. Click Reject.
   • A pop-up window will open to confirm the action.
   • A banner will display the number of pending proposals affected.
3. Click Reject to confirm.

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Approve or reject individual proposals

Pending proposals can be approved or rejected one at a time from the main letting page, the individual proposal page, or from the bid form review screen.

Navigate to approve or reject an individual proposal

From a letting

1. From within a letting page, find the proposal you want to approve or reject.
2. Expand the action menu by clicking the three dots on the right side of the proposal row.
3. Select Approve or Reject.

A confirmation window will appear, where you can approve the proposal immediately, schedule it for later, or reject it.

From a proposal

1. From within a proposal page, expand the Manage proposal menu.
2. Select Approve or Reject.

A confirmation window will appear, where you can approve the proposal immediately, schedule it for later, or reject it.

From a bid form review

Review a bid form before approving or rejecting the proposal.

1. From within a letting page, find the proposal you want to approve or reject.
2. Click the Review bid form link in the status banner.
   • The bid form review screen will appear.
3. Click on each bid tab to review the information.
4. Click Approve or Reject.

A confirmation window will appear, where you can approve the proposal immediately, schedule it for later, or reject it.

Approve the individual proposal

Once you've navigated to the approval confirmation window, you have the option to post the approved proposals immediately to contractors or schedule them to be posted at a designated date and time.

Note: Once posted proposals or amendments have been approved, they can't be reverted to Pending status. The proposal must be amended to apply future changes after approval.

Approve immediately

1. From the confirmation window, select Immediately.
2. Click Approve.

The approved proposal will be posted to contractors immediately.

Approve and schedule

1. From the confirmation window, select Schedule.
2. Enter a date and time.
3. Click Approve.

The approved proposal will be posted to contractors at the scheduled date and time.

Reject the individual proposal

Reject the proposal

1. From the confirmation window, review the warning language.
2. Click Reject.

The rejected proposal will not be posted to contractors.