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Procore (en-GB)

Create 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 create a tender form for a tender package.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Tendering tool.

Steps

  1. Navigate to the project's Tendering tool.
  2. Click View next to the tender package you want to add a tender form to.
  3. Click Create Tender Form.
  4. In the 'Tender Form Name' field, enter a name for the new tender form.
  5. Complete the following sections:

Base Tender

  1. Click Add Line Item to begin adding line items.
  2. Click into the 'Items' column and click the 'Select Cost Code' menu.
  3. Select a cost code from the drop-down menu.
    Tip! Use the Search bar to locate a cost code to select.
  4. Click into the Description field to enter a description for the cost code as necessary.
  5. If you want to add another line item, click Add Line Item. Repeat the steps above.
  6. When you are done adding line items for the base tender, click Save.

Alternates

If you want to allow tenderers to provide alternative options or substitutions on the tender, you can add line items to the Alternates section.

  1. Click Add Line Item to begin adding line items.
  2. Click into the 'Items' column and click the 'Select Cost Code' menu.
  3. Select a cost code from the drop-down menu.
    Tip! Use the Search bar to locate a cost code to select.
  4. Click into the Description field to enter a description for the cost code as necessary.
  5. If you want to add another line item, click Add Line Item. Repeat the steps above.
  6. When you are done adding line items for alternates, click Save.

Optional: Modify Columns

You can choose to modify the columns in the Base Tender and Alternates sections as explained below.

  1. Hover over the heading of the column ('Items' or 'Description') that you want to modify.
  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon
  3. Choose from the following options:
    • Pin Column:
      • Pin Left: Click if you want to pin the column to the left side of the table.
      • Pin Right: Click if you want to pin the column to the right side of the table.
      • No Pin: Click if you want to remove the pin from the column.
    • Autosize This Column: Click to automatically adjust the size of the selected column.
    • Autosize All Columns: Click to automatically adjust the size of both columns.
    • Reset Columns: Click if you want to reset the columns to the default setting.
  4. When you are ready to save the tender form, click Save.

 

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.