Send Tender Invitations in Bulk
Tendering often involves inviting multiple companies or contacts to submit offers. Archdesk allows you to send all tender invitations in bulk.
What problem does it solve?
Instead of manually sending 5–10+ emails, you can select and invite all participants in one go. This eliminates repetitive work, speeds up your pre-construction process, and ensures consistent communication.
How it works (step-by-step):
- Ensure your Tender is in “In Progress” status (bulk sending is unavailable in Draft/Completed/Rejected).
- From the menu, click File → Send Invitation.
A new bulk invitation window appears. The system lists all the Company and Contact emails linked to Tender Participants.
- Greyed-out entries mean missing email addresses - these can be added at the Company/Contact level.
- You can tick to bulk-select per company or choose individuals.
After selection, click Next:
- Pick an email template (including Twig-based templates). Body text is not editable at this stage- must be preconfigured.
- Choose whether to attach the Tender documents
- View a summary of all selected recipients
- After clicking Send, invitations are logged in View → View Notification Log
ℹ️ Each company will receive a separate invitation. The company email will be set as the main recipient, while individuals assigned from the same company will be included in the CC. Email addresses from other companies will not be visible to recipients.