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Procore (en-GB)

Where do I put my tender documents in Procore?

Answer

Place your tender documents in an easily accessible folder in the project's Documents tool. 

Things to Consider

  • Required User Permission:
    • To create a sub folder, 'Standard' or 'Admin' on the project's Documents tool.
    • To attach a document to a tender sheet, 'Admin' level permission on the Tendering tool.

Steps

  1. Navigate to your project's Documents tool.
  2. Click +New.
  3. Click Create Folder.
  4. Name the folder (e.g. "Tender Documents"), and place appropriate sub folders and files within the tender folder
    Note: All documents for a specific must reside under one (1) root folder. To create a sub folder, see Create a Folder.
  5. Navigate to your project's Tendering tool.
  6. Select a Tender Package or create a new tender package. See Create a Tender Package . 
  7. Click the Files subtab.
  8. Click Edit.
  9. Select your individual tender documents or the tender folder you just created. 
  10. Click Update.

See Also

If you would like to learn more about Procore’s bidding software and how it can help your business, please visit our construction bidding software product page here.