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:
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 Summary Page
Select (check box to the left) the Bid Request you would like to share.
Along the blue header, click on Share, then follow the instructions previously mentioned.
After sharing, you will see the view of "Shared". Hover over this Shared Icon to see the different contacts that this Bid has been shared with.
Any new bids received will also have the New status.
This will give your co-workers instant access to the bid request with the ease of monitoring all the additional co-workers that are working on this bid.
Need Help? / Contact Support
If you’re stuck, we’re here to help:
Use the in-app chat to connect with our team.
Email us at support@calcuquote.com.
Visit our Troubleshooting and FAQs page for common issues.