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Procore (en-GB)

Add New Companies and Contacts to the Company Directory from the Tendering Tool

Objective

To add companies and contacts to the Company Directory directly from the Tendering tool.

Background

Instead of having Company Directory Admins add all Tenderder contacts, Project Directory Admins are now able to add new companies and the company's primary Tendering contact's information to the Company Directory from the Tendering tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Directory tool.
  • Additional Information:
    • Adding a company and contact through this process will NOT add their information to the Project Directory, only to your Company Directory.
    • 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 Search for and Invite Tenderers for more information on how to send a tender invitation email. 

Steps

Add New Company

  1. Navigate to the project's Tendering tool.
  2. Click on the name of the Tender package you wish to invite Tenderders to Tender on. You may also create a new Tender package. For more information, see Create a Tender Package.
  3. Navigate to the Tenderers tab. 
  4. Click Add Tenderders.

    new add Tenderders.jpg
     
  5. Click Add Company.

    add-company-using-Tendering-tool.png
     
  6. In the "Add Company To Directory" window, enter any necessary company 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.
      • Address: Enter the business address (e.g. number and street name) for the company.
      • Country: Select the country name associated with the company's address from the drop-down list. 
      • State/Province: Select the state associated with the company's address from the drop-down list. 
      • 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. 
      • Zip Code: Enter the zip code associated with the company's address.
    • Tendering Information
      • Trade Company Performs: Enter or select a generic description(s) to classify what kind of work this company does (i.e. Electrical, Mechanical, HVAC, etc.). 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 Code: Enter or select which cost codes apply to this company. 
      • Business Types:
        • If you are adding a company record for a U.S. government job that requires disclosure of the following information, mark the checkboxes that apply to the company.
          OR
        • If you are adding a company record where a collection of such data is not required or is prohibited by law in your jurisdiction, please disregard the checkboxes and proceed to the next step. 
  7. Click Create or Create and Add Contact.
    Notes:
    • Clicking Create and Add Contact will automatically open the window to add the company's default Tender contact.
    • This will add the company to only your Company Directory.

Add New Contact

  1. Click Create and Add Contact in the "Add Company to Directory" window or Add Contact next to the company's name in the Companies list. 

    add-contact-using-Tendering-tool.png

    This opens an "Add Tender Contact to Company" window.
  2. Enter the company's primary Tendering contact's information.
    Notes: 
    • The contact will be added to the Company Directory as the company's default Tenderder.
    • Required fields are indicated by an asterisk (*).
      • First Name: Enter the contact's first name.
      • *Last Name: Enter the contact's surname.
      • *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 list. To learn about permission templates, see Manage Permission Templates.
  3. Click Create or Create and Select Company.
    Notes:
    • Clicking Create and Select Company will add the company to the "Selected Companies" list.
    • This will add the contact to only your Company Directory. 
  4. Click Add Tenderder(s) to add the "Selected Companies" and their associated contacts to the Tender List.

Next Steps