Solicit tender for projects while providing a central location for managing and viewing the status of all tender. Contractors can download tender packages from Procore and submit tender directly back into the system.
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Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.













Learn which user permissions are required to take the described actions in this tool.
Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
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Add a New Companies and Contacts to the Company Directory from the Tendering Tool |
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Users must also have 'Admin' level permission to the Project level Directory tool to complete this action. | |||
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Add a New Company to the Directory from the Tendering Tool |
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Users must also have 'Read Only' level permissions or higher to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions. | |||
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Add a New Contact to the Directory from the Tendering Tool |
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Users must also have 'Read Only' level permissions or higher to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions. | |||
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Add Tenderers to a Tender Form |
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Add Notes to the Tender List |
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Award a Winning Tender and Convert it into a Purchase Order |
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Award a Winning Tender and Convert it into a Subcontract |
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Award a Tender and Convert it to a Subcontract or Purchase Order |
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Users must also have 'Admin' level permissions on the project's Commitments tool. |
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Configure Advanced Settings: Tendering |
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Copy Tender Forms from a Previous Tender Package |
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You can only copy tender packages from projects that you have access to. | |||
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Create a Tender Form |
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Create a Tender Package |
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Delete a Tender Form |
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Delete a Tender Package |
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Delete Tender Notes |
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Edit a Tender Form |
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Edit a Tender Package |
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Edit Tender Notes |
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Export a Tender Package |
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For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
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Export a Tender Packages' Tender Files |
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For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
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Export a Tender Package's Tender List |
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For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
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Export a Tender Sheet |
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For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
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Edit Tenderers on the Tender Invitation |
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Filter and Group the Tender List |
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'Standard' level users must be added to the tender package's distribution list. | ||
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Filter and Sort Tendering Information |
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Import Tender Forms to the Tendering Tool |
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Invite Tenderers |
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Level Tenders for a Tender Form |
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Users with 'Read Only' or 'Standard' permissions can only view levelled tenders. | |
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Preview a Tender Form |
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Re-invite Users to Tender |
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Resend Invitations to Tender |
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Respond to Pre-Tender Questions |
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Retrieve a Tender Package from the Recycle Bin |
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Review Submitted Tenders |
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Search for and Filter Companies to Add to a Tender Form |
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Search for and Invite Tenderers |
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Send a New Correspondence in the Tendering Tool |
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Send Bulk Correspondences |
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Show or Hide Blind Tenders on a Tender Package |
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Users must also be assigned as the Blind Tendering Manager on the tender package. | |
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Soft Award a Tender |
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Update and Redistribute Tender Package |
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Update Tender Documents |
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Users must also have 'Read Only' or higher permissions to the Documents, Drawings, or Specifications tools. Users can only view and update items that they have access to. | |||
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View a Tender Form |
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View a Tender Package |
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'Read Only' and 'Standard' users must also be added to the Tendering CC group. | |
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View an Activity Register |
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View Levelled Tenders for a Tender Form |
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View and Manage Tenderers on a Tender Form |
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Below are the notable changes to the project's Tendering tool.
This update delivers two powerful enhancements that give you better historical data to select the right subcontractors and speed up your transition from tender to contract.
The ability to level tenders is now available to all customers that are using the Enhanced Tender Management Experience. Tender levelling allows Admin users to modify tenders, and others to view the tenders side-by-side. See Level Tenders for a Tender Form.
Procore has launched Tendering NGX Phase 1 to provide a consistent user interface across all Procore products, enhancing user experience by reducing friction and confusion. The Tendering Tool Settings, Permissions Table, Project Admin Tool Configuration Settings, and Correspondence have been aligned with Procore's design patterns.
The ability to level tenders is generally available to all tendering customers in the United States, Canada, and Mexico, that are using the Enhanced Tender Management Experience. Tender levelling allows Admin users to modify tenders, and others to view the tenders side-by-side. It will be made available to all regions by 23 September 2025. See Level Tenders for a Tender Form.
Procore has integrated Non-Disclosure Agreements (NDAs) into the tender package process to enhance security and compliance for projects requiring confidentiality. The NDA feature streamlines the process, reduces administrative burdens, and minimises risks associated with unauthorised information dissemination. See Create a Tender Package.
When adding tenderers from the Procore Construction Network, you can now search for vendors based on their physical office address, making it easy to find companies in a specific city, state, or region. See Search for and Filter Companies to Add to a Tender Form.
You can now log out of the COMPASS integration if you no longer want to see COMPASS data in the Tendering tool. See Manage the COMPASS and Tendering Integration.
For users leveraging the Tendering + COMPASS Integration, data from COMPASS is now accessible as an additional set of columns when customizing your views within the Tendering tool. See Customise the Column Display in the Tendering Tool.
Procore has introduced customisable views for the Tendering tab, enhancing user satisfaction and adoption by allowing solicitors to tailor their primary screen to individual needs. The Tendering tab now supports customization of column visibility and order, with preferences saved between sessions, enabling users to work more efficiently. See Customise the Column Display in the Tendering Tool.
COMPASS data is now available within the Tendering tool, enhancing the decision-making process by streamlining the selection of qualified tenderers and improving overall project outcomes. See About the Tendering + COMPASS Integration.
New functionality is available when levelling tenders. These updates include a custom header displaying the tender amount, an overflow menu for direct actions, detailed views of unit costs and quantities, visibility of inclusions, exclusions, and comments, and the ability to show and download tender attachments. See Level Tenders for a Tender Form.
Users can invite Canadian businesses to tender on their projects using the Tendering tool. See Add Tenderers to a Tender Form.
When creating or editing tender forms, you will be given name suggestions based on your company's configured trades and cost codes. If trades have not been configured for your company, a list of industry standard trades will be generated instead. Clicking on the suggested name will add it to the text field automatically. You may also choose to ignore name suggestions and use your own name. See Create a Tender Form.
You can now assign a Blind Tendering Manager to a tender package with blind tendering enabled. The Blind Tendering Manager will have the option to show and hide submitted tenders inside of a tender package. They will also receive an email notification upon the creation of a tender package. Actions associated with blind tendering are also recorded in the change history of the tender package. These include: Blind tendering being turned on or off and blind tendering managers being assigned, removed or replaced. See Show or Hide Blind Tenders on a Tender Package.
You can now import sections when importing tender forms to Procore. Sections are also useful if you want to send one tender form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items. See Import Tender Forms to the Tendering Tool.
After you create a new tender package, you can copy tender forms from previous tender packages to the new one. You can choose which tender forms to copy and if you want to copy both tenderers and line items to the new tender package. See Copy Tender Forms from a Previous Tender Package.
Note: This feature is only available for tender packages created after this date.
Two new filters are available for you to filter tender forms. You can now filter tender forms by 'Bid Form' and 'Directory Trade'. See Search for and Filter Companies to Add to a Tender Form.
In projects using Tender Management Enhanced Experience, you can now add sections to tender forms. See Create a Tender Form.
Sections provide greater flexibility and better organisation for line items. Sections are also useful if you want to send one tender form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items.
Note: This feature is only available for tender packages created after this date.
For projects using Tender Management Enhanced Experience, a search bar has been added to the Tendering tab of tender packages so that you can quickly find specific tenderers on your tender list. You can search by company name or tender recipient name and partial searches are supported. See Filter and Sort Tendering Information.
In projects using the new Tender Management experience, you can now invite paying Procore companies to tender, giving you access to even broader collaborator network. See Add Tenderers to a Tender Form.
Instead of being restricted to one accounting method for an entire tender package, you now have the flexibility to choose an accounting method for each line item in the new 'Field Response Type' column on tender forms. See Create a Tender Form.
As part of this release, new projects using Tender Management Enhanced Experience no longer have separate accounting method settings for tender packages. See How do I set the accounting method for tenders?
Users in accounts that are ERP integrated can now add general items to tender forms and create tender forms from CSV imports. See Import Tender Forms to the Tendering Tool, Create a Tender Form, and Do I need to use cost codes on a tender form?
You can now create multiple tender forms at once by filling out and uploading a CSV file template. See Import Tender Forms to the Tendering Tool. You can choose to download a template with cost codes or a blank template without cost codes.
You can now add general items without cost codes by using the new 'Plain Text' option for line items. See Create a Tender Form and Do I need to use cost codes on a tender form? This allows more flexibility for defining and controlling tender scope.
Procore has officially released Tender Management Enhanced Experience, a streamlined experience for managing tenders in the Tendering tool. See About Tender Management Enhanced Experience. This experience includes features such as tender forms, tender levelling and an integration with the Procore Construction Network.