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Search for and Filter Companies to Add to 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.

Objective

To search for tenderers to add to a tender form.

Things to Consider

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

Prerequisites

Steps

Note: You can search for tenderers while creating a tender form by clicking Save and Add Tenderers. The steps below are for searching for tenderers on an existing tender form.

Search for Companies

  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
  3. Click View Tender Forms.
  4. Click the Tendering tab.
  5. In the row for the tender form you want to add tenderers to, click the plus icon-plus-2.png icon.
  6. Select where you want to search for or filter companies:
    • Directory: Select if you want to search existing companies in the Company level Directory tool.
    • Construction Network: Select if you want to expand your network and search through business profiles on the Procore Construction Network.
  7. Click the Search bar.
  8. Enter a search term, such as the company or vendor name.
  9. To clear your search, click the x in the search bar.

Sort Companies

  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
  3. Click View Tender Forms.
  4. Click the Tendering tab.
  5. In the row for the tender form you want to add tenderers to, click the plus icon-plus-2.png icon.
  6. Select where you want to search for or filter companies:
    • Directory: Select if you want to search existing companies in the Company level Directory tool.
    • Construction Network: Select if you want to expand your network and search through business profiles on the Procore Construction Network.
  7. Click the name of a column to sort companies by a specific option.
  8. To switch from ascending or descending order, click the column name again.

Filter Companies in the Directory

  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
  3. Click View Tender Forms.
  4. Click the Tendering tab.
  5. In the row for the tender form you want to add tenderers to, click the plus icon-plus-2.png icon and select Directory.
  6. Click the filter icon-filter2.png icon.
  7. Select one or more filters to apply:
    • Previous Tenderers
    • Cost Codes
    • Trades
    • Worksite Proximity
    • Country
    • Minimum Average Rating
    • Union Member
    • Authorized Tenderer
    • Business Certifications (such as Women's Business, Minority Business, etc.)
  8. To remove filters:
    • Click the x on an individual filter to clear it.
    • Click Clear All Filters to clear all filters.

Filter Companies in the Construction Network

Limited Release
The Procore Construction Network is currently only available in the United States.
  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
  3. Click View Tender Forms.
  4. Click the Tendering tab.
  5. In the row for the tender form you want to add tenderers to, click the plus icon-plus-2.png icon and select Directory.
  6. Click the filter icon-filter2.png icon.
  7. Select one or more filters to apply:
    • Qualification Status
    • Project Location (City, State)
    • Trades
    • Company Type
    • Construction Sector
    • Business Classification
    • COMPASS QScore
  8. To remove filters:
    • Click the x on an individual filter to clear it.
    • Click Clear All Filters to clear all filters.

See Also