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Level Tenders for 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.
 In Beta
Click to see steps for an interactive version of tender levelling that is in beta. 

Objective

To level tenders that have been submitted for a tender form.

Background

You may receive tenders from multiple vendors for your project. Tender levelling enables you to efficiently compare these tenders, helping you make an informed decision about whom to contract with.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Tendering tool.
  • Additional Information:
    • Tenders can only be levelled after a tender form has been created and tenders have been received.

Video

 

Steps

Read Only Tender Levelling

  1. Navigate to the project's Tendering tool.
  2. Click View or the name of the relevant tender package.
    Note: You can also click the name of the tender package.
  3. Click the bid form name.
  4. Click the Tender Levelling tab.
    Note: Tenders are shown side by side, with the submitted values aggregated. Depending on the amount of data and the size of your browser window, you may need to scroll to the right to view additional data.
  5. Optional: Configure Columns for Tender Levelling
    1. On the Tender Levelling tab, click the table filter icon-ag-grid-table-filter-menu.png icon.
    2. The following options are available:
      • Row Height: Choose Small, Medium or Large to adjust the height of the rows.
      • Configure Columns: Click the toggle ON icon-toggle-on.png to show a column or click the toggle OFF icon-toggle-off.png to hide the column.
        Note: The Items column cannot be hidden. 
  6. Optional: Export Tender Levelling Data to CSV
    1. Make sure you are on the Tender Levelling tab.
    2. Click Export to download the CSV to your computer.

Interactive Tender Levelling

 In Beta

This feature is currently in beta.

Notes:

  • This feature only works for newer tender packages that have response types configured (after October 2023). See Create a Tender Form.
  • When converting a tender to a subcontract, please note the following:
    • Changes made through tender levelling are currently not supported during conversion.
    • If you convert a tender from the 'Submitted Tenders' view, the original submitted tender is used for the subcontract.
    • Converting tenders to subcontracts from the 'Levelled Tenders' view will be supported soon.
  1. Navigate to the project's Tendering tool.
  2. Click View or the name of the relevant tender package.
    Note: You can also click the name of the tender package.
  3. Click the bid form name.
  4. Click the Tender Levelling tab.
  5. Click the Levelled Tenders view.
  6. Take any of the following actions:
    • Alternates
      1. Expand the 'Alternates' section.
      2. Move the toggles icon-toggle-on.png ON or icon-toggle-off.png OFF to show or hide alternates. 
    • Tender Summary
      1. View how many items are excluded or missing from the submitted tender.
    • Configure Columns for Submitted Tenders
      1. Click the table filter icon-ag-grid-table-filter-menu.png icon.
      2. Move the toggles icon-toggle-on.png ON or icon-toggle-off.png OFF to show or hide a tender. 
    • Edit Line Items.
      1. Double click the field in the tender you want to edit.
        Note: Fields that have been edited will have a triangle in the cell.
      2. If available, select Included or Excluded.
        Note: This is based on the 'Response Field Type' in the tender form.
      3. Enter the new amount.
      4. Optional: Enter a note.
      5. Optional: Select a Line Item Colour.
      6. Click Add.
      7. Optional: Click View Activity to view change history for the field,
    • Sort Tenders
      1. Click Sort to re-sort tenders from lowest to highest.
        Note: Tenders are automatically sorted from lowest to highest from left to right. Use this button to re-sort after editing a tender.
    • View Tenderer Contact Information
      1. Click the name in the 'Bid Recipient' row to view their contact information.
    • View Company Information and Qualifications
      1. Click the vertical ellipsis icon-ellipsis-vertical.png next to the company name.
      2. Select View Company Information to see additional information.
         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
  7. Optional: Export Tender Levelling Data to CSV
    1. Make sure you are on the Tender Levelling tab.
    2. Click Export to download the CSV to your computer.
 Important

When converting a tender to a subcontract, please note the following:

  • Changes made through tender levelling are currently not supported during conversion.
  • If you convert a tender from the 'Supported Tenders' view, the original submitted tender is used for the subcontract.
  • Converting tenders to subcontracts from the 'Levelled Tenders' view will be supported soon.