Recent Changes
When creating or editing tender forms, you will be given name suggestions based on your company's configured trades and cost codes. If trades have not been configured for your company, a list of industry standard trades will be generated instead. Clicking on the suggested name will add it to the text field automatically. You may also choose to ignore name suggestions and use your own name. See Create a Tender Form.
blind Tendering Controls (15/05/2024)
You can now assign a Blind Tendering Manager to a tender package with blind tendering enabled. The Blind Tendering Manager will have the option to show and hide submitted tenders inside of a tender package. They will also receive an email notification upon the creation of a tender package. Actions associated with blind tendering are also recorded in the change history of the tender package. These include: Blind tendering being turned on or off and blind tendering managers being assigned, removed or replaced. See Show or Hide Blind Tenders on a Tender Package.
You can now import sections when importing tender forms to Procore. Sections are also useful if you want to send one tender form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items. See Import Tender Forms to the Tendering Tool.
Copy a tender Package (18/03/2024)
After you create a new tender package, you can copy tender forms from previous tender packages to the new one. You can choose which tender forms to copy and if you want to copy both tenderers and line items to the new tender package. See Copy Tender Forms from a Previous Tender Package.
Note: This feature is only available for tender packages created after this date.
In projects using Tender Management Enhanced Experience, you can now add sections to tender forms. See Create a Tender Form.
Sections provide greater flexibility and better organisation for line items. Sections are also useful if you want to send one tender form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items.
Note: This feature is only available for tender packages created after this date.
Search Tenderers on a Tender Package (16/01/2024)
For projects using Tender Management Enhanced Experience, a search bar has been added to the Tendering tab of tender packages so that you can quickly find specific tenderers on your tender list. You can search by company name or tender recipient name and partial searches are supported. See Filter and Sort Tendering Information.
Instead of being restricted to one accounting method for an entire tender package, you now have the flexibility to choose an accounting method for each line item in the new 'Field Response Type' column on tender forms. See Create a Tender Form.
As part of this release, new projects using Tender Management Enhanced Experience no longer have separate accounting method settings for tender packages. See How do I set the accounting method for tenders?
You can now create multiple tender forms at once by filling out and uploading a CSV file template. See Import Tender Forms to the Tendering Tool. You can choose to download a template with cost codes or a blank template without cost codes.
Tender Management Enhanced Experience (27/03/2023)
Procore has officially released Tender Management Enhanced Experience, a streamlined experience for managing tenders in the Tendering tool. See About Tender Management Enhanced Experience. This experience includes features such as tender forms, tender levelling and an integration with the Procore Construction Network.
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