Tendering - Release Notes

Import Sections on Tender Forms (22/03/2024)

You can now import sections when importing tender forms to Procore. Sections are also useful if you want to send one tender form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items. See Import Tender Forms to the Tendering Tool.

Copy a tender Package (18/03/2024)

After you create a new tender package, you can copy tender forms from previous tender packages to the new one. You can choose which tender forms to copy and if you want to copy both tenderers and line items to the new tender package. See Copy Tender Forms from a Previous Tender Package.

Note: This feature is only available for tender packages created after this date. 

Trade Filter (14/03/2024)

Two new filters are available for you to filter tender forms. You can now filter tender forms by 'Bid Form' and 'Directory Trade'. See Search for and Filter Companies to Add to a Tender Form.

Tender Form Sections (01/02/2024)

In projects using Tender Management Enhanced Experience, you can now add sections to tender forms. See Create a Tender Form. 

Sections provide greater flexibility and better organisation for line items. Sections are also useful if you want to send one tender form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items. 

Note: This feature is only available for tender packages created after this date. 

Search Tenderers on a Tender Package (16/01/2024)

For projects using Tender Management Enhanced Experience, a search bar has been added to the Tendering tab of tender packages so that you can quickly find specific tenderers on your tender list. You can search by company name or tender recipient name and partial searches are supported. See Filter and Sort Tendering Information. 

Invite Paying Procore Customers to Tender Using the Procore Construction Network (04/12/2023)

In projects using the new Tender Management experience, you can now invite paying Procore companies to tender, giving you access to even broader collaborator network. See Add Tenderers from the Procore Construction Network to a Tender Form.

Flexible Response types for Tender Forms (09/10/2023)

Instead of being restricted to one accounting method for an entire tender package, you now have the flexibility to choose an accounting method for each line item in the new 'Field Response Type' column on tender forms. See Create a Tender Form. 

As part of this release, new projects using Tender Management Enhanced Experience no longer have separate accounting method settings for tender packages. See How do I set the accounting method for tenders?

General Items and CSV Import Features now available for ERP Integrated Accounts (13/09/2023)

Users in accounts that are ERP integrated can now add general items to tender forms and create tender forms from CSV imports. See Import Tender Forms to the Tendering Tool, Create a Tender Form, and Do I need to use cost codes on a tender form? 

Create Tender Forms from a csv import (03/08/2023)

You can now create multiple tender forms at once by filling out and uploading a CSV file template. See Import Tender Forms to the Tendering Tool. You can choose to download a template with cost codes or a blank template without cost codes. 

Add General Items to a Tender Form (22/06/2023)

You can now add general items without cost codes by using the new 'Plain Text' option for line items. See Create a Tender Form and Do I need to use cost codes on a tender form? This allows more flexibility for defining and controlling tender scope. 

Tender Management Enhanced Experience (27/03/2023)

Procore has officially released Tender Management Enhanced Experience, a streamlined experience for managing tenders in the Tendering tool. See About Tender Management Enhanced Experience. This experience includes features such as tender forms, tender levelling and an integration with the Procore Construction Network.