Submit a Tender
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Welcome to Procore!
If you've been invited to tender on a project that's using Procore's construction management software, you'll receive an 'Invitation to Tender' email from Procore. See the Tender Invitation Email Overview section.
Note
- Only one person can submit a tender on your company's behalf, even if the invitation email was sent to multiple people.
- You can only view the tender sheet if it was sent to your email directly (not forwarded from another person at your company). If you need access to the tender sheet, please contact the account owner of the Procore project. If you're not sure who the right contact is, you can contact Procore Support for assistance.
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Steps
Access Your Tender Sheet and Submit Your Tender
See the 'Invitation to Tender' Email Overview section for more information on viewing and submitting your tender from the 'Invitation to Tender' email.
- From the Invitation to Tender email, click View in Procore to log in and view the tender sheet.
Note: If this is the first time you've received an invitation to tender on a project using Procore, you'll be prompted to create a password for your account. Your email address will be used to log in. - If you're not automatically redirected, navigate to the company's Planroom tool. See Planroom for more information.
Note: The Planroom tool manages the tendering submissions and tender organisation for the company to which you are submitting a tender. - From the Planroom tool, you'll see all the tender packages that you're invited to tender on. Click on a tender package to see the tender sheet, project, and tender information.
- In the banner on the Bid Sheet, select whether you intend to tender or not.
If you select that you plan on tendering, a 'Enter a Tender' button will become available. - Click Enter a Tender and fill out your tender information.
- Cost Code: In the field under Amount, indicate the amount you'd like to tender for. You can tender on other items by clicking Add a Scope of Work. The 'Total: $' field is automatically calculated and populated with the total of all of your tenders.
Note: You can delete cost codes that are not part of the original scope of work by clicking the X icon next to the cost code. - Inclusions: Enter any inclusions that may not be clearly stated in the related contract documents.
- Exclusions: Enter any exclusions that may not be clearly stated in the related contract documents.
- Comments: Optional: Add any comments you would like to send the company.
- Attachments: Optional: Add any relevant attachments to your tender sheet.
- Cost Code: In the field under Amount, indicate the amount you'd like to tender for. You can tender on other items by clicking Add a Scope of Work. The 'Total: $' field is automatically calculated and populated with the total of all of your tenders.
- Click Save for Later if you'd like to revisit your tender sheet at another time.
- When you're ready to submit your tender, click Submit Tender.
Note
You can also submit a tender by replying to the tender invitation email with one or more files attached to your email. After you send your tender submission, the tender solicitor will see that you submitted a tender and can review any files that were attached to your email.
The following file types are accepted: .pdf., doc, .docx, .xls, .xlsx, .zip, .ods, .odt, .fods, .fodt, and .txt.
'Invitation to Tender' Email Overview
See the sections below to learn more about the information and actions that are included on tender invitation emails sent from Procore.
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