Ally provides a single platform from which to manage all vendor and subcontractor bids, making it easy to send, review, and award IFBs with just a few clicks, rather than dozens of email threads.
1. In the project Budget, click the "Options" button on the specific line item, and select "New Invitation for Bid."
2. Select whether this is for Subcontract or Materials
3. Add a detailed description of the bid and attach any drawings or documents.
4. Select which vendors (you can add more than one) to which you'd like to send the IFB. If you haven't pre-entered a vendor's information, click "Add new" in the Vendor List section.
5. When completed, click "Request bid from # vendors" to send the IFB. If you'd like to keep the IFB as a draft without yet sending, click "Don't Notify, Just Create IFB".