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Procore (en-GB)

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 level Tendering tool.

Steps

  1. Navigate to the Project level Tendering tool.
  2. Click View next to the tender package you wish to create a PDF from.
  3. Click the Tenderers subtab.
  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.