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Procore (en-GB)

Edit 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 edit a tender form in 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 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 tender form that you want to edit.
  5. Click Edit.
  6. Edit the details or line items for the tender form as necessary. The following actions are available:
    • To edit the name of the tender form, click into the Tender Form Name field and enter a new name.
    • To edit details for a line item, click into the Items and Description fields.
    • To modify the 'Items' or 'Details' columns, hover over the column name and click the vertical ellipsis icon-ellipsis-vertical.pngicon. Choose to pin, autosize or reset the columns as necessary. See Create a Tender Form: Modify Columns for more detail.
    • To add a line item, click Add Line Item.
    • To delete a line item, click the vertical ellipsis icon-ellipsis-vertical.pngicon and click Delete.
  7. Click Save or Save and Find Tenderers.

 

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.