PRODUCT FAQ: How do I setup my subcontractors to submit their bids online?
All you need to do is create a user account for them and assign them a password. You can assign them either a User or Guest license – either license type will allow them to enter online bids. For more information, ask your PMWeb reseller about licensing and workflow tutorials.

PRODUCT FAQ: How do I allow workflow approvers to edit their records?
Workflow steps can be individually tailored to your needs. On the Templates tab in the Workflow page (Workflow/Setup/Workflow), each line in the grid has a number of options you can select/deselect, including "Can Edit Records".

PRODUCT FAQ: I want to be able to paste from Excel into estimates. What format should I use in the spreadsheet?
Do this: > Open an estimate (Planning/Estimates). > Click the Export to Excel button on the toolbar. > Save the spreadsheet somewhere convenient. Now you have a properly formatted spreadsheet to use as a template for copy and paste.