Attach a file to an agent recommendation

Add supporting documents to the accept bid file note when recommending or accepting an agent's bid for a sale or lease job.

Open the file note

Open the relevant job from Sales or Leases.
Open Bids and select the bid you want to recommend or accept.
Choose Recommend bid for acceptance or Accept bid, according to your team role.
Find the Accept bid note editor and enter the reasons for your decision.

Add the document

Place the cursor in an empty paragraph in the note. If you have already written text, press Enter at the end to start a new paragraph.
Select the + button to the left of the empty paragraph.
Choose File, then select Press to select a file and choose the document from your device.
Wait for the file to appear in the note. Repeat these steps for any further documents.
Review the note and the remaining form details, then submit the recommendation or acceptance when you are ready.

Use a file already saved against the property

Choose Property file from the same + menu, then select the document from Property files. This option is available when your owner account has access to the property's files. Use File to upload a document from your device if it is not listed.

Prepare the note before making the recommendation

To save your work before taking the action, open Workspace → Notes, add a note with the accept bid context and attach the document there. Vendorable uses the most recently created note with that context when you open the recommendation or acceptance form.

The file note is for you and your authorised owner team. The agent and job stakeholders cannot view it. A note remains editable until it is approved; accepting the bid approves the note submitted with that action.

If the + button is missing

Place the cursor in a new, empty paragraph within the note editor. Selecting existing text opens the formatting controls instead.

Last reviewed September 18, 2026