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Procore

Tendering - Release Notes

Below are the notable changes to the project's Tendering tool.

 

Recent Changes

Invite Paying Procore Customers to Tender Using the Procore Construction Network (04/12/2023)

Using the new Tender Management experience, you can now invite paying Procore companies to tender, giving you access to even broader collaborator network. See Add Tenderers from the Procore Construction Network to a Tender Form.

Flexible Response types for Tender Forms (09/10/2023)

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?

General Items and CSV Import Features now available for ERP Integrated Accounts (13/09/2023)

Users in accounts that are ERP integrated can now add general items to tender forms and create tender forms from CSV imports. See Import Tender Forms to the Tendering ToolCreate a Tender Form, and Do I need to use cost codes on a tender form? 

Create Tender Forms from a csv import (03/08/2023)

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. 

Add General Items to a Tender Form (22/06/2023)

You can now add general items without cost codes by using the new 'Plain Text' option for line items. See Create a Tender Form and Do I need to use cost codes on a tender form? This allows more flexibility for defining and controlling tender scope. 

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.