To generate tender estimates for a project within the Tender Board tool in Procore.
After working on the takeoff process and reviewing the project estimate, you can generate a tender and download it as a PDF.
Things to Consider
- Required User Permissions
- 'Read Only' level permissions or higher to the Company level Tender Board tool.
- Navigate to the Tender Board tool in Procore.
- Open the relevant project and click the Tender tab.
- If necessary, select the relevant estimate from the drop-down menu on the bottom of the page.
A preview of the tender will be generated. This is where you can add or exclude values by selecting the preferred options.
- Under Bid Detail Settings, configure your preferences for the bid.
Note: Click the toggle ON to apply a setting to a bid, or click the toggle OFF to remove it.
- When you are ready to export the bid, click the Export Bid drop-down menu.
- Select the type of export that you want for the bid:
- Save as PDF: Select to download the bid sheet to your computer as a PDF file.
- Save to Word: Select to download the bid sheet to your computer as a Microsoft Word file.
- Send by Email: Select to send the bid sheet by email.