Submit a Tender

Access Your Tender Sheet and Submit Your Tender

See the 'Invitation to Tender' Email Overview section for more information on viewing and submitting your tender from the 'Invitation to Tender' email. 

1. From the Invitation to Tender email, click View in Procore to log in and view the tender sheet. 
   Note: If this is the first time you've received an invitation to place a tender on a project using Procore, you'll be prompted to create a password for your account. Your email address will be used to log in. 
2. If you're not automatically redirected, navigate to the company's Planroom tool. See Planroom for more information.
   Note: The Planroom tool manages the tendering submissions and tender organisation for the company to which you are submitting a tender.
3. From the Planroom tool, you'll see all the tender packages that you're invited to place a tender on. Click on a tender package to see the tender sheet, project and tender information. 
4. In the banner on the Bid Sheet, select whether you intend to tender or not. 
   If you select that you plan on tendering, a 'Enter a Tender' button will become available. 
5. Click Enter a Tender and fill out your tender information: 
   • Tender Sheet: Add an amount next to each line item in your tender. The 'Total' field automatically calculates the total of all amounts that you enter. 
     Note: 
     • If the company who invited you to tender has updated their Procore account to the new Tender Management Enhanced Experience:
       1. Line items that you have been invited to place a tender on will show in the Base Tender and Alternates sections.
       2. Enter an amount for each line item in the Amount column.
     • If the company is using the older tender management experience, you'll see a Scopes of Work section:
       1. Click Add Scope of Work and select a cost code from the drop-down menu. 
       2. In the Amount column, enter an amount. 
       3. Add additional scope of work as needed. 
   • Inclusions: Enter any inclusions that may not be clearly stated in the related contract documents.
   • Exclusions: Enter any exclusions that may not be clearly stated in the related contract documents.
   • Comments: Optional: Add any comments you would like to send the company.
   • Attachments: Optional: Add any relevant attachments to your tender sheet.
6. Click Save for Later if you'd like to revisit your tender sheet at another time.
7. When you're ready to submit your tender, click Submit Tender.

    Note

   You can also submit a tender by replying to the tender invitation email with one or more files attached to your email. After you send your tender submission, the tender solicitor will see that you submitted a tender and can review any files that were attached to your email.

   The following file types are accepted: .pdf., doc, .docx, .xls, .xlsx, .zip, .ods, .odt, .fods, .fodt, and .txt.

'Invitation to Tender' Email Overview

See the sections below to learn more about the information and actions that are included on tender invitation emails sent from Procore.