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Procore Support (en-au)

Create 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.

Objective

To create a tender form before you add and invite companies to tender.

Background

Before you can add companies and invite them to tender, you'll need to create a tender form in Procore. Tender forms make it easier to break down scope and cost information and help to standardise the responses that are being received from tenderers. They can also help you better assess coverage by allowing you to customise how you organise your tenderers. After inviting companies to tender with tender forms, you can easily compare tenders with Tender Levelling. See Level Tenders for a Tender Form.

Things to Consider

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

Video

 

Steps

 Tip
You can also create tender forms with a CSV import. See Import Tender Forms to the Tendering Tool.
  1. Navigate to the project's Tendering tool.
  2. Open the tender package that you want to add a tender form to.
  3. Click Create Tender Form and select New.
    Note: If you want to create a tender form with a CSV import instead, click CSV Import and follow the steps in Import Tender Forms to the Tendering Tool.
  4. In the 'Bid Form Name' field, enter a name for the tender form.
  5. If you want to save your tender form before adding line items:
    • Click Save to save the tender form without adding tenderers.
      OR
    • Click Save and Add Tenderers to add tenderers. See Add Tenderers to a Tender Form.
  6. Fill out your tender form by adding line items to the Base Tender and Alternates sections as necessary. See the Add Line Items section below.  
  7. Optional: You can adjust the columns on the tender form as needed. See the Adjust Columns section below. 

Add Line Items

 Limited Release
The ability to add 'Plain Text' line items without cost codes is currently only available for projects that do NOT have an ERP integration.

Note: The process for adding line items to the Base Tender and Alternates sections is the same. Start by adding line items to the Base Tender, and then add items to the Alternates section if you want to allow tenderers to provide alternative options or substitutions.

  1. In the Base Tender section, click the Add Line Item drop-down menu and select one of the following options:
    • Cost Code: Select if you want to add a line item with a cost code.
    • Plain Text: Select if you want to add a general line item without a cost code.
  2. Enter information for the line item:
    Note: Line items automatically save after you enter information. You can also adjust the columns as needed (see Adjust Columns below). 
    • For a Cost Code line item:
      1. In the 'Items' column, click the Select Cost Code drop-down menu and select a cost code. 
        Tip! Use the Search bar to quickly find a cost code.
      2. Click into the Description field to enter a description for the cost code, if necessary. 
    • For a Plain Text line item:
      1. In the 'Items' column, click into the field and enter a subject for the item.
      2. Click into the Description field to enter a description for the item, if necessary. 
  3. To add additional line items, click Add Line Item and repeat the same process. 
  4. If you want to add alternates, scroll to the Alternates section and add line items as necessary.
  5. When the tender form is complete:
    • Click Save to save the tender form without adding tenderers.
      OR
    • Click Save and Add Tenderers to add and invite tenderers. See Add Tenderers to a Tender Form.

Adjust Columns

  1. Click the vertical ellipsis icon-ellipsis-vertical.png icon in the 'Items' or 'Descriptions' column. 
  2. Choose from the following options:
    • Pin Column:
      • Pin Left: Click if you want to pin the column to the left side of the table.
      • Pin Right: Click if you want to pin the column to the right side of the table.
      • No Pin: Click if you want to remove the pin from the column.
    • Autosize This Column: Click to automatically adjust the size of the selected column.
    • Autosize All Columns: Click to automatically adjust the size of both columns.
    • Reset Columns: Click if you want to reset the columns to the default setting.

See Also