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Can tenderers submit their tender via email or must they sign in?

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Answer

Yes, tenderers have an option to submit their tender by replying to the tender invitation email sent from Procore with an attachment. See Submit a Tender. This is meant to serve as an alternative to tenderers emailing a tender completely outside of Procore, where you would need to manually enter their place a tender on their behalf.

If a tender is submitted by replying to the tender invitation email, the following information is automatically updated in the Tendering tool:

  • The 'Bid Status' for the tenderer changes to 'Submitted'.
  • The 'Last Activity' field shows the text 'Bid was submitted via email', along with the date and time that the email was sent.

Note that you will need to review any submitted files in the 'Attachments' section of the tenderer's response page. See Review Submitted Tenders.

 Note
It is still best practice to have each tenderer log in to Procore and create a password to submit their tender in Procore's Planroom tool. That way, all of the information from their tender is automatically logged from the Planroom into the Tendering tool, where you can easily convert the winning tender to a contract in the Commitments tool. See Award a Winning Tender and Convert it into a Subcontract or Award a Winning Tender and Convert it into a Purchase Order.