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Procore (en-GB)

Add Notes to the Tender List

Objective

To add notes to the tender list. 

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • Users with 'Standard' or 'Read Only' level permissions can only act on tender notes if they have been added to the 'Tendering CC Group' in the tender package. See Create Tender Package
    • Tender notes cannot be viewed by users with 'Read Only' permissions, unless they have one of the 'Tender Note' granular permissions enabled on their permission template. 

Steps

  1. Navigate to your project's Tendering tool. 
  2. Click View for the relevant tender package.
  3. In the row of the company you want to add a note to, hover in the Notes column and click the + icon. 

    add-notes-to-bid-list.png
     
  4. Type in your note text. To save the note, click out of the text box or press ENTER on your keyboard.
    Note: You can add as many notes as necessary. Notes are sorted in order of most recently created. 

 

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.