Bid
Review customer offers on projects where bidding is enabled.
Interaction type
Bid interactions appear when a customer submits an offer for a project with bidding enabled.
The bid record helps the team review price, status, conditions, customer identity, expiration, and expected delivery details where configured.
Bidding should only be enabled when your team is ready for a public offer flow. It changes how customers interact with a project and how the team reviews follow-up.
What to Review
Open the bid from Inbox or the customer timeline and confirm the project, offered amount, customer details, status, conditions, and any expiry information. If the bid is connected to a workflow or pre-validation step, review the submitted answers before responding.
ProjectMake sure the bid belongs to the correct listing and that the project is still active for offers.
ConditionsRead any conditions or extra answers before the team treats the bid as complete.
CustomerUse the customer timeline to see other related appointments, messages, documents, or workflow results.
Plan and Role Notes
Bid interactions are tied to project features and eligible portal setups. Members may need Edit projects to change bidding configuration, but normal portal access can still allow them to review visible interactions.