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How do I forward a Request for Proposal to a partner?

Help a partner secure a new opportunity by forwarding a received Request for Proposal directly from your own Bid Board.

What will you find in this article?

  • Summary: A direct answer to how you transfer a request.

  • Terms and target audience: Important information about your own role after forwarding.

  • Step-by-step guide to forwarding: How to select the partner and send the message.

  • Status after forwarding: What you, the partner, and the General contractor will see.

Summary

You can forward a Request for Proposal from a general contractor to a partner via the Bid Board. Once you do this, you relinquish your own spot in the project, and the request is marked as 'Rejected' in your overview.

Terms and target audience

This article is intended for subcontractors who want to award a request to a partner company.

  • Important: By forwarding a request, you can no longer respond to or bill for this specific project yourself.

  • Limitations: A Request for Proposal can be forwarded to only one partner once.

Step-by-step guide to forwarding

You manage the forwarding of a bid centrally in your workflow management.

  1. Navigate to the Bid Board in the menu. 

  2. Select the Request for Proposal you wish to forward.

  3. Click the Forward to Partner button. 

  4. From the list, select the partner to whom you wish to forward the project.

  5. Add a personal message for your partner.

  6. Click Forward to complete the action.

Status after forwarding

Once the action is completed, the view changes for all parties involved.

What do you see?

  • The project is automatically moved to the Rejected column on your Bid Board.

  • In the project overview and details, you will see a blue text box with information about the forwarding. 

What does the general contractor see?

  • The general contractor receives a notification that the request has been forwarded.

  • They can see that you will not be performing the calculations for this project yourself.

What does your partner see?

  • Your partner receives a notification via email and within the 12Build application.

  • Depending on their 12Build package, the request will appear on their own Project Dashboard and Bid Board, with a note indicating that you are the sender.

Frequently Asked Questions (FAQ)

Question: Can I undo the forwarding if I change my mind? Answer: No, once a request has been forwarded, your right to respond to the project expires. The status is permanently set to 'Rejected' in your account.

Question: Does the partner also see the General contractor’s documents? Answer: Yes, the partner is granted access to the relevant project information to evaluate and submit the application.

Troubleshooting

  • Symptom -> The "Forward to partner" option is not visible.

    • Cause -> You may have already responded to the request, or the request type does not allow forwarding.

    • Solution -> Check whether the bid is still in an active column (such as 'New' or 'Pending') and whether you have already responded by mistake.