About Tender Management Enhanced Experience
- 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
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After you update a project to the new Tender Management experience, it cannot be switched back.
Details
- Create Tender Templates (Beta)
- Create and Manage Tender Forms
- Invite Companies to Tender
- Level and Compare Submitted Tenders
- Award a Tender and Convert it to a Subcontract or Purchase Order
- Soft Award a Tender
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:
- Navigate to the Company level Admin tool.
- Under 'Project Settings', select Tendering.
- In the 'New! Template Collections (Beta)' banner, click Opt-In.
- Review the beta participant terms and mark the checkbox to agree.
- 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.
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.
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 |
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Create and Manage a Tender Package | ![]() |
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Create and Manage Tender Forms | ![]() |
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Search for, Add and Invite Tenderers from the Company Directory | ![]() |
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Search for, Add and Invite Tenderers from the Procore Construction Network | ![]() |
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Add New Companies and Contacts to the Directory from the Tendering Tool | ![]() |
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Compare Tenders (Bid Levelling) | ![]() |
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Resend a Tender Invitation to an Individual Tender Recipient | ![]() |
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Download Tender Attachments from 'Bidders' Table | ![]() |
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Inline Edit Tender Recipients from 'Bidders' Table | ![]() |
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Send a Correspondence | ![]() |
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Award a Tender | ![]() |
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Soft Award a Tender | ![]() |
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Convert an Awarded Tender to a Subcontract or Purchase Order | ![]() |
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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 |
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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. |
More
Tender Forms
- Add a New Company to the Directory from the Tendering Tool
- Add Tenderers to a Tender Form
- Award a Tender and Convert it to a Subcontract or Purchase Order
- Create a Tender Form
- Create a Tender Template
- Create a Tender Template Collection
- Delete a Tender Form
- Edit a Tender Form
- Filter and Sort Tendering Information
- Import Tender Forms to the Tendering Tool
- Invite Tenderers
- Preview a Tender Form
- Resend Invitations to Tender
- Search for and Filter Companies to Add to a Tender Form
- Soft Award a Tender
- View a Tender Form
- View and Manage Tenderers on a Tender Form
Tender Levelling