Skip to main content
Procore

Generate Tender Estimates for a Project in the Tender Board Tool

  1. Last updated
  2. Save as PDF

Objective

To generate tender estimates for a project within the Tender Board tool in Procore.

Background

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.

Steps

  1. Navigate to the Tender Board tool in Procore.
  2. Open the relevant project and click the Tender tab.
  3. 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. 
  4. Under Bid Detail Settings, configure your preferences for the bid.
    Note: Click the toggle icon-blue-toggle-on-esticom.png ON to apply a setting to a bid, or click the toggle  icon-toggle-off-esticom.png OFF to remove it.
  5. When you are ready to export the bid, click the Export Bid drop-down menu.
  6. 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.