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Procore (en-GB)

Portfolio Financials: Ability for Vendors to Invite a Team Member to a Bid

This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: February 28, 2020 /  Feature Released: March 2, 2020


 Note

This feature is available for accounts with Procore's Portfolio Financials product. Please reach out to your Procore point of contact for more information. 

Invite Another Team Contact to a Bid

If you are a vendor and receive an invitation to bid in Procore, you can now directly invite other members of your company to the same bid. 

Steps

  1. Navigate to the Project Info page.
  2. Scroll to the Bidding Team section. 
  3. Click Add Bidding Team Contact
    1-add-bidding-contact.png
    Note: This opens the Invite Bidding Team Contact window. 
  4. Enter the following information in the window:
    • First Name
    • Last Name
    • Email
  5. Click Invite Bidding Team Contact
    Note: The contact will receive an email with an invitation to the Bid Room. 
  6. Click Add
     
 Tip
Similar to inviting a team member to a bid, you can also invite them to the Contract Room. See the steps below.
Invite a Team Contact to the Contract Room
  1. Navigate to the Teams tab.
  2. Click Vendor Team
  3. Click Add Vendor Team Contacts

    contract-room-team.png
     
  4. Click Add New Contact.
    add-new-contact.png
  5. Enter the following information in the window:
    • First Name
    • Last Name
    • Email
  6. Click Invite.
    Note: The user will receive an email with an invitation to the Contract Room. 
  7. Click Add

 

If you would like to ask questions or share any feedback, please contact support-owners@procore.com.