Previously, AI bid leveling processed all submissions in a package together. Users can now select and process individual bid submissions with AI, giving more control over which submissions to level and when.

When contractors submit bids by replying to project emails with attachments, the system now properly processes and stores those documents as part of their submission, rather than just capturing the email message.

Project managers can upload documents directly to bid packages, making specifications, drawings, and other files easily accessible to contractors in the bidding portal.

Reports can be organized into custom folders, with options for personal folders (visible only to you) or shared folders (visible to your entire team). Create folders directly from the reports page to group related reports together.

Project status badges in the Project Overview section now match the actual project status shown in Project Lists, ensuring consistent information across all project views.

Procurement teams can now mark submissions as “Reviewed” to track which bids have been evaluated. The reviewed status appears alongside existing statuses and includes filtering options to help manage the bidding workflow.

When bidders submit proposals through the portal or email, the system now tracks the specific contact person who made the submission, improving communication and accountability in the bidding process.

Previously limited to one primary contact per bidder, users can now manage multiple contacts for each bidding company. The contact management interface allows adding existing contacts or creating new ones, with full editing and removal capabilities.

When reviewing bid submissions, users can now use Previous/Next buttons to move between different bidders’ submissions directly from the edit page, streamlining the review process.

When bidders submit documents through the bidding portal, the system now uses AI to automatically extract key information including company details, contact information, pricing data, and scope items. This streamlines the review process by pre-populating bid data that previously required manual entry.

Project managers and sales teams can now track detailed bidder activity including email opens, package views, and submission attempts to better understand engagement and follow up with inactive bidders.

The standalone Activities page has been replaced with an integrated reports experience. All existing saved activity views have been automatically migrated to reports, providing enhanced filtering and analysis capabilities.

Previously, budget codes became inaccessible when their associated bidding package was archived, potentially causing issues with financial reporting and change requests.

Project managers will now receive a validation error message when attempting to set a preconstruction start date that occurs after the preconstruction end date, preventing invalid project timelines.

When adding companies as bidders to a bidding package, all of their contacts are automatically included, eliminating the need to manually add contacts after creating bidders.

Projects imported with address information will now be automatically mapped to their geographic location, enabling location-based features like distance calculations and map visualization.

Select multiple companies from the bidder list and add them all simultaneously, saving time when setting up large bidding packages.

The new Add Bidders modal provides a streamlined interface with company search, trade filtering, and select-all functionality for efficient bidder invitation management.

Teams can now send bid invitations to multiple contacts simultaneously instead of one at a time. The system shows a banner when new contacts haven’t been invited and allows selecting multiple recipients with a personalized message.

When bidding portal links expire, contractors now see a page with an option to request a new access link via email instead of being unable to access the portal.

Bidders can now submit their bids by simply replying to project emails and attaching their bid documents. The system automatically processes these email submissions and sends confirmation receipts.

Companies can now be filtered by specific trades and results are paginated for better performance when browsing large company lists.

Contractors invited to bid on projects can now access a dedicated portal to view project details, browse bid packages, and submit their proposals with attachments. The portal provides secure, token-based access without requiring bidders to create full platform accounts.

Access “Copy Report” from the menu on any report page to create a duplicate with the same columns, filters, and grouping settings.

Instead of reviewing each uploaded bid package individually, users can now see and process all pending bid documents in a single interface, making the bid review process significantly faster for projects with multiple submissions.

Notes appear in a dedicated column in budget tables and can be included in PDF and CSV exports. Notes are preserved during budget merges and conflict resolution.

Previously, bid uploads had to be processed individually. The new “AI Bid Level” button processes all pending staged uploads simultaneously, saving significant time during the bid review process.

Project teams can now plan workforce assignments for both pre-construction (precon) and construction phases separately. Set precon start and end dates on projects, then assign workers to specific project phases with flexible date formulas that sync with project milestones.

Previously, some validation errors would not appear when entering invalid project dates. All validation messages now display correctly, making it easier to correct date-related issues.

Click the pencil icon next to any submission note to edit it without leaving the bidding grid view.

The AI Budget Assistant can now respond with informational messages when questions don’t require budget modifications, improving the conversational experience.

Budget grouping was previously not displaying rows in their correct groups. This has been resolved and budget line items now properly organize under their assigned groups.

Project teams can drag columns to group budget data hierarchically, filter by budget groups using tabs, and customize column visibility through a new side panel.

Project managers and sales teams can now specify which design firm (architect, engineer, etc.) is working on each lead. Company pages also display all leads where that company serves as either the client or the design team.