tendering common questions
- Last updated
- May 28, 2025
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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 |
---|---|---|
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. |