Prequalify vendors before sending out a tender
- Sharepoint Files > Templates > Project Management > Subcontractor Pre-Qualification document > Send the document to the subcontractor
- Procore > Project > Directory > Subcontractor's company > Tenderer info > tick prequalified > attach document in comments > Post comment
______________________________________________________________________________________________________________________________________________________________________
Overview
The Prequalifications tool is designed to allow General Contractors or Owners to set up, manage, and extensively evaluate potential tenderers. This capability helps to make sure that your best interests are protected and financial risks are minimised.
Your setup and review actions include:
- Configure your Prequalification form
- Invite companies to prequalify
- Review and Comment on a prequalification form
- Create a Change Request for a prequalification form
- Prequalify a company
- View the prequalification form
Once the process is established, Subcontractors or other collaborators access the Prequalification Portal to view, submit, and manage their prequalification materials.