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.
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.
