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Add Tenderers to a Tender Form

  1. Last updated
    May 28, 2025
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 Note
The content below describes functionality that is part of the new Tender Management Enhanced Experience. See About Tender Management Enhanced Experience.

Objective

To add tenderers to a tender form in the Tendering tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Tendering tool.

Prerequisites

Video

Steps

You can add companies to a tender form from the Directory or the Procore Construction Network:

Add from the Directory

  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 Directory.
    add-bidders-plus.png
    OR
    Click the tender form name.
    1. Click the Tenderers tab.
    2. Click Add Tenderers and select Directory.
  4. Optional: Search for and Filter Companies to Add to a Tender Form.
  5. Optional: Click the Company name to view it's details.
     Note

    Depending on the company information, the following information is available:

    • Company Information from your directory is available by default.
    • Overview and Procore Activity tabs are available if the tendering company is a connected company, or you have the company's EIN or valid address in your company's Direcotry.
      Note: The Overview tab replaces the default company information section.
    • Qualifications are available if you use the COMPASS integration. See About the Tendering + COMPASS Integration.
  6. Mark the checkbox for the companies you want to add to the tender form.
  7. Decide when to invite tenderers:
    • To add the tenderers without sending an invitation, click Add Tenderers.
    • To invite the tenderers now:
      1. Click Send Invitations.
      2. Click Send to confirm sending the tender invitation email. 

Add from the Procore Construction Network

 Note
The content below describes functionality that is part of the new Tender Management Enhanced Experience. See About Tender Management Enhanced Experience.
Limited Release
The Procore Construction Network is currently only available in the United States.
  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.
    OR
    Click the tender form name.
    1. Click the Tenderers tab.
    2. Click Add Tenderers and select Directory.
  4. Optional: Search for and Filter Companies to Add to a Tender Form.
  5. Optional: Click the Company name to view it's details.
     Note

    Depending on the company information, the following information is available:

    • Company Information from your directory is available by default.
    • Overview and Procore Activity tabs are available if the tendering company is a connected company, or you have the company's EIN or valid address in your company's Direcotry.
      Note: The Overview tab replaces the default company information section.
    • Qualifications are available if you use the COMPASS integration. See About the Tendering + COMPASS Integration.
  6. Mark the checkbox for the companies you want to add to the tender form.
  7. Decide when to invite tenderers:
    • To add the tenderers without sending an invitation, click Add Tenderers.
    • To invite the tenderers now:
      1. Click Send Invitations.
      2. Click Send to confirm sending the tender invitation email. 

See Also