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Add Tenderers to a Tender Form

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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.

 

 In Beta
Click to see steps to add tenderers from the single contractor view.

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

Add Tenderers from Single Contractor View

Beta
  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.
    single contractor plus.png
    OR
    Click the tender form name.
    1. Click the Tenderers tab.
    2. Click Add Tenderers.
  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 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

 Limited Release

This feature is currently available in English for customers in the United States and Canada.

  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.
  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. 
 Note
Companies added from the Procore Construction Network are automatically added to your Directory. See What happens when companies and users are added from the Procore Construction Network to the Company Directory?

See Also