tendering details

Create Tender Templates

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. 

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.

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.