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Procore Support (en-au)

Download Tender Documents

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Objective

To download tender documents as a tenderer using the company's Planroom tool.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the company's Planroom tool.
  • Additional Information:
    • Tender documents are only available to those outside users who have been invited to tender on a project. 

Steps

There are two ways you can download the tender documents.

  1. From the Email Invitation
  2. From the Planroom tool in Procore

See the following sections which outline how to accomplish each of these.

From the Email Invitation

To download the tender documents for this project, simply click the download link in the "Invitation to Tender" email. 

from invite email - download tender docs.jpg

From the Planroom Tool 

  1. You may also download the documents from the Planroom in Procore. 
  2. Register in to Procore.
  3. Navigate to the Company level Planroom.
  4. Click on the tender package you would like to download the tender documents from.
    This reveals the tender package's Tender Sheet.
  5. Click the orange Tender Documents button in the top right corner.
    Note: If you are having problems, please see Why am I unable to download and open a .zip file?.
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  2. Tags
    1. language:en-us
    2. planroom
    3. stage:published
    4. subcontractor
    5. Tendering
    6. tutorial