About Tender Management Enhanced Experience

Video

Details

• There can be multiple tender forms per tender package.
• You can preview the tender form before sending it out.
• Tenderers will be able to add their own inclusions, exclusions, comments and attachments to their tender submissions.
• If you create a new company on the Tenderers tab, the contact will be added to the Company level Directory tool.
• You don't need to use cost codes for all line items and can create plain text line items instead. See Do I need to use cost codes on a tender form?

Overview

When creating a new tender form, you can add line items and details to the 'Base Tender' and 'Alternates' sections on the Tender Form tab. All line items added to the Base Tender and Alternates sections will be sent to any tenderers invited to the tender form.
Note: You can add additional sections to Base Tender and Alternates.

After filling out the necessary information, you can add tenderers on the Tenderers tab. See Find and Invite Tenderers to a Tender Form.

Companies are pulled from the Company level Directory tool. If a company is not yet in the Directory tool, you can click Add Company on the Tenderers tab to add them as a new contact. See Add a New Company to the Directory from the Tendering Tool and Add a New Contact to the Directory from the Tendering Tool.

When you are ready to invite the tenderers to tender, you can click Invite from the drop-down menu or the 'Invite Outstanding Tenderers' banner.

back to top

Video

Details

• You can level and compare tenders after tenders have submitted for a tender form.
• You can configure columns (choose from 3 different row heights and show or hide columns) and export the tender levelling data to a CSV file.

Overview

To begin comparing tenders, click the Tender Levelling tab for the relevant tender form.

Tenders are shown side by side, with the submitted values aggregated. Depending on the amount of data and the size of your browser window, you may need to scroll to the right to view additional data.

Click Configure Columns to choose which columns you want to see and also adjust the size if needed.

back to top

Video

Add Companies from the Directory

Similar to the original tender management experience, you can add companies from your Company level Directory tool and invite them to tender. See Add Tenderers from the Directory to a Tender Form. You can add tenderers from multiple areas of the Tendering tool: 

• While creating or editing a tender form, click Save and Add Tenderers. See Create a Tender Form.
• From the 'Bidders' tab, click Add Tenderers.
• From the 'Bidding' tab of the tender package, click the plus + icon on the right side.
  

If you want to add a new company to your Directory so that you can invite them to tender, you can click Add Company on the Add Tenderers page. See Add a New Company to the Directory from the Tendering Tool and Add a New Contact to the Directory from the Tendering Tool.

Add Companies from the Procore Construction Network

As part of the new tender management experience, tender solicitors can search through the Procore Construction Network to find additional companies to invite to place a tender on a project. See Add Tenderers from the Procore Construction Network.

Instead of only being able to invite contacts that already exist in your company's Directory in Procore to tender, you can discover and choose from thousands of companies across the Procore Construction Network.

Overview

• The following information is shown for each company, based on their information in the Construction Network: Primary Address, Doing Business As, Website and Provided Services.
  
  
• You can use the search bar to find specific companies and use the Filters option to filter results by the following details: Project Location, Provided Services, Company Type and Construction Sector.
• Companies from the Procore Construction Network that you invite to tender will be added to the Company level Directory in Procore. You can choose to edit tender contacts in the Directory tool later if needed.

back to top

Video