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FAQs

Find answers to commonly asked questions about PlanetBids!

Getting Started

A quick overview of the PB System™ and how to manage the Admin section.

Bid Management

Learn more about navigating bid information, managing prospective bidders, issuing addendums, and more.

Vendor Management

Learn how to use the Vendor Portal and manage all vendors connected to your agency.

Emergency Operations

Discover how vendors register for emergency status, search, schedule exports, and manage the emergency operation category list.

Project Evaluation

Learn to create and manage the evaluation process: set up evaluators, checklists and criteria, track progress, score, export data, email vendors, and

Business Certification

Learn to use Business Certification for forms, diversity, and prequalification. Manage requests, approvals, expirations, and how it connects to Vendor

Insurance Management

Learn to use the Insurance Management module to manage vendor and contractor insurance info and see how vendors submit and update their insurance.

Contract Management

Learn to create and manage contracts, share data, and handle contractor tasks like orders, payments, invoices, and subcontracts.

Document Management

Add documents, create templates, and associate documents with PlanetBids modules.

Requests (NEW!)

Learn more about using the new Requests feature for internal procurement approvals.

Webinars

PlanetBids offers monthly webinars, as well as recordings for past sessions. Register for an upcoming webinar or view a recording today!

User Guides

Here you will find module-based User Guides.

Helpful Links

This area contains outside links we think you might find helpful.

Support Hours and Documentation

Here you will find technical documentation hours of operation and closures for the Support Team.