BidCQ: How to Share a Bid Request

After you've received a bid request from a customer, you may need to share it with a co-worker to complete it. In CalcuQuote, you have the option to share the bid request within the portal.

From the Bid Request page:

1. In the top right-hand corner, click Bid Mgmt and choose Share.

   

2. In the Share Bid window, input your co-worker's email address and then click Share.

   

From the Bid Summary page

1. Select (check box to the left) the Bid Request you would like to share.

2. Along the blue header, click on Share, then follow the instructions previously mentioned.

   

This will give your co-worker instant access to the bid request.