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Procore

Add Tenderers from the Procore Construction Network to a Tender Form

 Note
The content below describes functionality that is part of the new Tender Management Enhanced Experience. See About Tender Management Enhanced Experience.
 In Beta
The integration of the Procore Construction Network into the Tendering tool is currently in beta in the United States and Canada. We appreciate any feedback that you may have while testing out this feature.

Objective

To find companies in the Procore Construction Network and invite them to tender.

Background

In addition to inviting contacts that already exist in your company's Directory in Procore to tender, you can choose to search through thousands of companies across the Procore Construction Network to find additional tenderers. See What is the Procore Construction Network? and Procore Construction Network User Guide for more information.

Things to Consider

Prerequisites

Steps

 Tip
If you have just finished creating a tender form, you can click Save and Add Tenderers instead of the first steps below. 
  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
  3. Across from the tender form you want to add tenderers to, click the plus icon-plus-2.png icon and select Construction Network.
    add-bidders-plus.png
    Note: You can also access the 'Add Tenderers' button from the 'Bidders' tab when viewing a tender form. See View a Tender Form. If you previously added any tenderers, the 'Add Tenderers' button shows at the top of the page.
    add-bidders-pcn.png
  4. The following details are shown for each company based on their information in the Construction Network:
    • Primary Address
    • Doing Business As
    • Website
    • Provided Services
    • Company Type
    • Construction Sector.
  5. Use the search bar and filters to narrow down your results as necessary:
    • You can filter by the following parameters:
      • Project Location (City, State)
      • Provided Services
      • Company Type
      • Construction Sector
      • Business Classification
  6. To view all available details for a company, click the company name.
  7. After reviewing companies, mark the checkbox next to each company that you want to invite to tender.
    Note: You can only add 25 tenderers at one time.
    pcn-select-bidders.png
  8. Click Add Tenderers.
    A message is shown asking you to confirm that the companies will be added to your Company level Directory.
  9. Click Add Tenderers to confirm. 
    The companies and Tender Contacts are added to your tender form and Company level Directory. 

See Also