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Procore (en-GB)

Add New Companies and Contacts for a Tender Form (Beta)

 In Beta
The content below describes functionality that is part of the Tender Management 2.0 experience, which is currently in an open beta.

Objective

To add companies and contacts to the Company level Directory in order to invite them to tender.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Directory tool.
  • Additional Information:
    • Adding a company and contact through this process will only add them to the Company level Directory, not the project's.
    • Adding a contact through this process will not send an invitation to Procore email at this step, it will be sent when the invitation to tender email is sent. See Find and Invite Tenderers to a Tender Form.

Steps

  1. Navigate to the project's Tendering tool.
  2. Click View for the relevant tender package.
    Note: You can also click the name of the tender package.
  3. Click View Tender Forms.

    view-bid-forms.png
     
  4. Click the relevant tender form.
  5. Click the Tenderers tab.
  6. See steps for the following:

Add a New Company

  1. Navigate to the project's Tendering tool.
  2. Click the name of the relevant tender package. If you want to create a new tender package, see Create a Tender Package.
  3. Click the Tenderers tab. 
  4. Click Find Tenderers.
  5. Click Add Company.
  6. In the 'Add New Company' side panel, enter any necessary information.
    Note: Required fields are indicated by an asterisk (*).
    • General Information
      • *Company Name: Enter the full legal business name for the company.
      • Phone Number: Enter the company's primary telephone number.
      • Fax Number: Enter the company's primary facsimile number.
      • Office Address: Enter the business address (e.g. number and street name) for the company.
      • City: Enter the full city name (e.g. Santa Barbara) for the company's address
        Note: Always spell out the full city name and do NOT enter abbreviations. 
      • Country: Select the country name associated with the company's address from the drop-down list. 
      • State: Select the state associated with the company's address from the drop-down list. 
      • Postcode: Enter the postcode associated with the company's address.
    • Add Contact
      • First Name: Enter the first name of the contact.
      • Last Name: Enter the last name of the contact.
      • Email Address: Enter the email address for the contact.
      • Permission Templates: Select a permission template from the drop-down menu or click Apply Permission Template Later. To learn about permission templates, see Manage Project Permissions Templates.
    • Tendering Information
      • Trades: Select one or more trades from the drop-down menu. If you don't see a trade listed, you can have trades added to your company with the instructions in Add a Custom Trade.
      • Cost Codes: Select the cost codes that apply to this company. 
    • Vendor Qualifications:
      • Click the toggle ON for any qualifications that the company has.
  7. Click Save.

Add a New Contact

  1. In the 'Default Tender Contacts' column, click the person icon for the company you want to add a contact to.
  2. Click New Contact.
  3. In the 'Add New Contact' side panel, enter the contact's information. Required fields are indicated by an asterisk (*).
    Note: The contact will be added to the Company Directory as the company's default tenderer.
    • First Name: Enter the contact's first name.
    • *Last Name: Enter the contact's last name.
    • *Email Address: Enter the new user's email address. This will be the email that the person uses to log in to Procore. In order to add the record, the email address entry must use the proper format (e.g., jsmith@example.com). 
    • Permission Templates: Select a permission template from the drop-down menu or click Apply Permission Template Later. To learn about permission templates, see Manage Project Permissions Templates.
  4. Click Save.
    Notes:
    • Clicking Save will add the company to the 'Selected Companies' list.
    • This will add the contact to your Company Directory. 

 

If you would like to learn more about Procore's tendering software and how it can help your business, please visit our construction tendering software product page icon-external-link.png.