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Our Solutions
- For Prime Consultants
- For General Contractors
  - Quote Builder
  - Progress Billing
  - PDF Invoice Builder
  - Change Orders
  - RFIs & SubmittalsComing Soon
- For Owners
Resources
FAQ
Pricing

ContractComplete Help Center

Advice and answers from the ContractComplete Team

Contract Administration

29

How to Respond to Submittals
How to Invoice a Partial Holdback
Using the Mobile App
How to Add a Negative Entry (Retraction) to an Invoice
How to Record Progress Reports as Quantities or Percentages
How to View Historical Pricing
How to Add Provisional Items to a Contract
How to Forward RFIs to Sub-Consultants
How to Forward Submittals to Sub-Consultants
How to Create a Contemplated Change Notice/Order
How to Create a Holdback Invoice
How to Approve a Proposed Change Order
How to Create a Payment Certificate
How to Send RFIs to a 3rd Party (Not Registered with CC)
How to Respond to an RFI
How to Create a Schedule of Pricing
How to View Submittals (As a Stakeholder)
How to Request Submittals
How to Change a Payment Certificate Name to a Payment Application
How to Complete a Site Inspection
How to Delete an Item from a Site Inspection
How to Export Bid Review/Analysis Documents
How to Set Default Holdbacks and Taxes
How to Create and Send a Change Order
How to Add Qualification Questions
How to Create an Addendum
How to Add Provisional Items
How to Add Documents
How to Import an Excel File into your Schedule of Prices

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Contractor Articles

18

How to Create and Send Proposed Changes
How to View Submittals (As a Contractor)
How to Invoice a Partial Holdback
Using the Mobile App
How to Add a Negative Entry (Retraction) to an Invoice
How to View Historical Pricing
How to Propose a Change in a Progress Report
How to Edit a Progress Invoice
How to View All Your Company’s Outstanding Invoices and Due Dates
Request for Information (RFIs)
How to Create and Send Submittals
How to Award a Contract
How to Set Divisions or Setup Multiple Locations/Offices
How to Create and Send a Progress Invoice
How to Create a Progress Report/Site Progress Report Document
How to Create a Solo Mode Contract
How to Export and Send Quotes
How to Create a Quote

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General Topics

19

How to Set Project Location
Using the Mobile App
How to Remove the Live Chat Icon
How to Attach PDFs to Generated Documents
How to set 2FA (Two Factor Authentication).
How to Edit Contract Line Items
How to Upload New Versions of Documents
How to Download Project Files as a Zip File
How to Edit Which Subtotals Get Displayed on PDF Documents
How to Copy/Paste Line Items
How to Change My Password
How to Follow/Unfollow a Project/Contract
How to Change My Company Address
How to Set/Change my Company Letterhead and Logo
How to Contact Support
How to Clone or Copy a Contract/Tender
Integrations
Forgot Password
How to Invite Users/Colleagues

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Bidder Articles

7

How to Sign Up and View a New Bid Invitation
How to Submit a Bid
How to Ask a Clarification Question
How to Upload Requested Documents
How to Change my Submission Before the Deadline (After Submission)
How to Access Bid Documents Without Signing Up
How to Forward my Bid to my Colleague (or Estimator)

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Billing/Subscription Articles

1

Update Credit Card Information

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Tender Articles

15

How to Sign Up and View a New Bid Invitation
How to Create a Tender/Bid
How to Create a Schedule of Pricing
How to Add Qualification Questions
How to Negotiate a Tender/Bid
How to Allow a Bidder to Resubmit
How to Reopen a Bid/Tender to One Bidder
Add or Resubmit a Bidder’s Pricing After Tender is Closed
How to View Bids and Award a Tender/Bid
How to Reopen a Bid/Tender to All Bidders
How to Input a Bidder’s Submission From Outside ContractComplete
How to Access Bid Documents Without Signing Up
How to Forward my Bid to my Colleague (or Estimator)
How to View Historical Pricing
How to Add Allowances in a Tender

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Billing/Subscription Articles

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