Add Tenderers to a Tender Form
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
- Navigate to the project's Tendering tool.
- Open the tender package.
- Across from the tender form you want to add tenderers to, click the plus
icon and select Directory.
OR
Click the tender form name.- Click the Tenderers tab.
- Click Add Tenderers and select Directory.
- Optional: Search for and Filter Companies to Add to a Tender Form.
- 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.
- Mark the checkbox for the companies you want to add to the tender form.
- Decide when to invite tenderers:
- To add the tenderers without sending an invitation, click Add Tenderers.
- To invite the tenderers now:
- Click Send Invitations.
- Click Send to confirm sending the tender invitation email.
Add from the Procore Construction Network
- Navigate to the project's Tendering tool.
- Open the tender package.
- Across from the tender form you want to add tenderers to, click the plus
icon and select Construction Network.
OR
Click the tender form name.- Click the Tenderers tab.
- Click Add Tenderers and select Directory.
- Optional: Search for and Filter Companies to Add to a Tender Form.
- 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.
- Mark the checkbox for the companies you want to add to the tender form.
- Decide when to invite tenderers:
- To add the tenderers without sending an invitation, click Add Tenderers.
- To invite the tenderers now:
- Click Send Invitations.
- Click Send to confirm sending the tender invitation email.