Export a Tender Package's Tender List

Objective

To export a tender package's tender list to a PDF or CSV.

Things to Consider

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

Prerequisites

• Create a Tender Package

Steps

1. Navigate to the project's Tendering tool.
2. Click View next to the tender package you wish to create a PDF from.
3. Click the Tenderers tab.
4. Click Export.
5. Select PDF or CSV from the drop-down menu.
   Note: When you export the Tender List, the "filter" and "group by" options will be reflected.

See Also

• Filter and Group the Tender List
• Add Notes to the Tender List

 

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 .