Tendering - Tutorials
Note
Procore has introduced
Tender Management Enhanced Experience
, a streamlined experience for managing tenders in the Tendering tool. See
About Tender Management Enhanced
Experience
and
What is the difference between the old and new tender management experience in the Tendering tool?
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Tender Management Enhanced Experience
About Tender Management Enhanced Experience
About the Tendering + COMPASS Integration
Add Notes to the Tender List
Add Tenderers from the Directory to a Tender Form
Add Tenderers from the Procore Construction Network to a Tender Form
Add Tenderers to a Tender Form
Add a New Company to the Directory from the Tendering Tool
Add a New Contact to the Directory from the Tendering Tool
Award a Tender and Convert it to a Subcontract or Purchase Order
Configure Advanced Settings: Tendering
Copy Tender Forms from a Previous Tender Package
Create a Tender Form
Create a Tender Package
Create a Tendering Report
Customise the Column Display in the Tendering Tool
Delete a Tender Form
Delete a Tender Package
Edit a Tender Form
Edit a Tender Package
Export Levelled Tenders
Export a Tender Package
Export a Tender Package's Tender Files
Export a Tender Package's Tender List
Export a Tender Sheet
Filter and Sort Tendering Information
Import Tender Forms to the Tendering Tool
Invite Tenderers
Level Tenders for a Tender Form
Manage the Tendering and COMPASS Integration
Preview a Tender Form
Resend Invitations to Tender
Respond to Pre-Tender Questions
Retrieve a Tender Package from the Recycle Bin
Search for and Filter Companies to Add to a Tender Form
Send a New Correspondence in the Tendering Tool
Soft Award a Tender
Update Tender Documents
Upload Tender Documents to the Documents Tool
View Tender Files
View a Tender Form
View a Tender Package
View an Activity Register
View and Manage Tenderers on a Tender Form
Compass Integration
About the Tendering + COMPASS Integration
Manage the Tendering and COMPASS Integration
Legacy Experience
Add New Companies and Contacts to the Company Directory from the Tendering Tool
Add Notes to the Tender List
Award a Winning Tender and Convert it into a Purchase Order
Award a Winning Tender and Convert it into a Subcontract
Configure Advanced Settings: Tendering
Create a Tender Package
Create a Tendering Report
Delete a Tender Package
Edit Tenderers on the Tender Invitation
Edit a Tender Package
Export a Tender Package
Export a Tender Package's Tender Files
Export a Tender Package's Tender List
Export a Tender Sheet
Filter and Group the Tender List
Reinvite Users to Tender
Respond to Pre-Tender Questions
Retrieve a Tender Package from the Recycle Bin
Review Submitted Tender
Search for and Invite Tenderers
Send Bulk Correspondences
Send a New Correspondence in the Tendering Tool
Update Tender Documents
Update and Redistribute a Tender Package
Upload Tender Documents to the Documents Tool
View Tender Files
View a Tender Package
View an Activity Register