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About Tender Management Enhanced Experience

  1. Last updated
    May 28, 2025
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Table of Contents

Overview

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

To get started, update your projects to the Enhanced Tender Management experience.

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Considerations

  • After you update a project to the new Tender Management experience, it cannot be switched back.

Details

Create Tender Templates

 In Beta

This feature is currently in beta for customers using the Enhanced Tender Management Experience. Follow these steps to opt in:

  1. Navigate to the Company level Admin tool.
  2. Under 'Project Settings', select Tendering.
  3. In the 'New! Template Collections (Beta)' banner, click Opt-In.
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  4. Review the beta participant terms and mark the checkbox to agree.
  5. Click Accept Terms to opt in.

Tender templates significantly reduce the time needed to create Tender Packages and Tender Forms. You can create templates for your tender forms and prospective tenderers to use in your projects. These templates include details such as line items, amounts, and included and excluded scope. Tenderer lists can encompass both companies and specific tender recipients.

You have the option to create new templates or convert an existing tender package into a template. When building tender packages for a project, simply select these templates to efficiently create your tender forms and tenderer lists. See Create Tender Templates.

Create and Manage Tender Forms

Tender forms make it easier to break down scope and cost information and help to standardise the responses that are being received from tenderers. In addition, the use of tender forms allows for tender levelling on submitted tenders. When creating a new tender form, you can add line items and sections to the 'Base Tender' and 'Alternates' sections. All line items added to the Base Tender and Alternates sections will be sent to any tenderers invited to the tender form. See Create a Tender Form and Import Tender Forms. 

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Invite Companies to Tender

After filling out the tender form, you can invite companies to tender on your project. Companies are pulled from the Company level Directory tool. Users in the United States and Canada can also invite tenderers from the Procore Construction Network. See Add Tenderers to a Tender Form. 

If a company is not yet in the Directory tool, you can create them. See Add a New Company to the Directory from the Tendering Tool and Add a New Contact to the Directory from the Tendering Tool.

When you are ready to invite the tenderers to tender, you can click Invite from the drop-down menu or the 'Invite Outstanding Tenderers' banner.

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Level and Compare Submitted Tenders

The Tender Levelling feature for tender forms in the Tendering tool allows you to compare tenders side by side so that you can more easily decide who to award a contract to. See Level Tenders for a Tender Form for more information.

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Award a Tender and Convert it to a Subcontract or Purchase Order

Similar to the original tender management experience, you can award a tender and convert it to a contract in the project's Commitments tool. See Award a Tender and Convert it to a Subcontract or Purchase Order. After you select the type of contract you want to convert the tender to, you'll be directed to the Schedule of Values tab in the project's Commitments tool, where you can then email out the contract.

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Soft Award a Tender

If you don't want to create a contract yet, you can also "soft award" a tender by changing the Tender Status to 'Awarded'. See Soft Award a Tender.

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Common Questions

How do I opt in to the new Tender Management Experience?

You can enable the new experience on a project-by-project basis, or for all projects in your account. See How do I update to the new Tendering experience?

What is the difference between the old and new Tender Management experience?

Feature Comparison

Note: Additional features are planned and in development for Tender Management Enhanced Experience. 

See the table below for features available in the Legacy and Enhanced tender management experiences in the Tendering tool:

Action Legacy Experience Enhanced Experience
Create and Manage a Tender Package icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png
Create and Manage Tender Forms   icon-mindtouch-table-check2.png
Search for, Add and Invite Tenderers from the Company Directory icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png
Search for, Add and Invite Tenderers from the Procore Construction Network   icon-mindtouch-table-check2.png
Add New Companies and Contacts to the Directory from the Tendering Tool icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png
Compare Tenders (Bid Levelling)   icon-mindtouch-table-check2.png
Resend a Tender Invitation to an Individual Tender Recipient   icon-mindtouch-table-check2.png
Download Tender Attachments from 'Bidders' Table   icon-mindtouch-table-check2.png
Inline Edit Tender Recipients from 'Bidders' Table   icon-mindtouch-table-check2.png
Send a Correspondence icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png
Award a Tender icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png
Soft Award a Tender   icon-mindtouch-table-check2.png
Convert an Awarded Tender to a Subcontract or Purchase Order icon-mindtouch-table-check2.png icon-mindtouch-table-check2.png
Tender Form Templates   planned for development

Process Changes

The table below describes processes that have changed or are completed in other areas of the tool. All other processes remain the same. 

Action Legacy Experience Enhanced Experience
Add and Invite Tenderers

You can add and invite tenderers after creating a tender package.

An 'Add Tenderers' button is available at the top of the page.

After creating a tender package, you must create a tender form before you can add tenderers.

An 'Add Tenderers' button is available after creating the tender form. You can also add tenderers from the 'Bidders' tab of the tender form and the 'Bidding' tab of the tender package.
Open Company Directory to Access Tenderer Info Click the company’s name from the 'Bidders' table From the table on the 'Bidding' or 'Bidders' tab, click the vertical ellipsis icon on a tenderer row and select Company Directory.
Manage Tender Recipients

When inviting tenderers, you can update recipients, but not add new contacts.

When adding tenderers, you can add a new contact for companies that don't have any default tender contacts, but you can't manage the existing contacts.

Tender recipients can't be edited in the Tenderer tables.

You can manage tender recipients and add new contacts when inviting, adding tenderers or from the 'Bidder' tables.
Filter and Group Tenderers You can filter and group tenderers by Cost Code and Trade. You can filter and sort tenderers by options such as tender status, location and business certifications. 
Send a Correspondence  You could send a correspondence from the Correspondence tab or from the Bulk Actions menu. You can send a correspondence from the Correspondence tab. You can select recipients by tender form.
Submit a Tender on Behalf of a Subcontractor Click the 'View' button from the 'Bidders' table to open the Tender Sheet tab. Click the tenderers name from the table on the 'Bidding' or 'Bidders' tab to open the Tender modal.
Resend a Tender Invitation to an Individual You can't resend a tender invitation to an individual tender recipient unless you remove all other tender recipients from the company on the 'Reinvite Tenderers' page.
Note: This is not recommended since it removes the recipients that you previously invited from the tenderers table, along with their contact info.		 From the table in the 'Bidding' or 'Bidders' tab, you can click an email icon for an individual tender recipient and resend the invitation to them. 

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