Set Tenderer Information at the Company Level

Objective

To set tenderer information for company records in the Company level Directory tool.

Things to Consider

• Required User Permissions:
  • 'Read Only' or 'Standard' level permissions on the Company level Directory tool with the 'Create and Edit Companies' granular permission enabled on your permissions template.
    OR
  •  'Admin' level permissions on the Company level Directory tool.
• Additional Information:
  • Tenderer information is linked between the Project level and Company level Directory tools.
  • This task can also be performed by users with the appropriate permissions in the Project level Directory tool. See Set Tenderer Information for a Company in the Project Directory.
  • Tenderer information for connected companies are also set by the connected company. See Refresh Tender Contacts for Connected Companies in the Company Directory

Steps

1. Navigate to the Company level Directory tool.
2. Click the Companies tab. 
3. Located the desired company record. Then click Edit. 
4. Click the Tenderer Info tab.
5. Choose from these options:
   • If you are updating a company record for a U.S. government job that requires disclosure of the following information, mark the checkboxes that apply to the company.
     OR
   • If you are updating a company record where collection of such data is not required or is prohibited by law in your jurisdiction, please disregard the tickboxes and proceed to the next step. 
     
6. Authorized Tenderer: Mark this tickbox to identify the company as an 'Authorized Tenderer'. This tickbox is for reference only and is a reportable field in the Company level and Project level Reports tools. This tickbox does not affect any emails sent from Procore.
7. Add users to the Tender Contacts so that those users will receive the tender invitations for that company.
8. Prequalifications: If the Prequalifications tool is enabled, the company's qualification information will be listed. See the Prequalifications tool for more information.
9. Set trades and cost codes so that the company will appear when searching by trade or cost code in the Tendering tool.
   
   
   • Cost Code: Select which cost codes apply to this company. If this is not set up already, you can add individual cost codes to your company by following the instructions in Add Company Cost Codes or import a list of cost codes by following the instructions in Import Cost Codes into your Company Level Admin Tool (Procore Imports).
     Note: The cost codes selected will automatically appear on a tender sheet if these associated cost codes are on the project.
   • Trade: A generic description to classify what kind of work this company does (e.g., Electrical, Mechanical, HVAC, etc.). If this is not set up already, you can add trades to your company by following the instructions in Add a Custom Trade.
     Note: You can bulk update the cost codes and trades associated with companies by 'Updating the Existing Vendors' template. See Update Contacts in your Company Directory Tool (Procore Imports) for more information on this process.
10. At the bottom of this page, you will see a list of tenders the company has recently place a tender on. Click the links to view the tender package or project in Procore. 
    Note: You must have permissions to view these projects/tenders for them to show up here.
11. Click Save.
12. In the 'Leave a Comment' section, complete the following:
    Note: This section is designed to assist you in your decision making when searching for tenderers. See Search for and Invite Tenderers.
    • Enter a comment.
    • Attach any relevant files for your records.
    • Rate their work with a 1-5 star system.
    • Click Post Comment.
      Existing comments, files and ratings display in the 'Comments' section.
      
      

See Also

• Search for and Invite Tenderers