Skip to main content
Procore (en-GB)

Find and Invite Tenderers from the Procore Construction Network to a Tender Form (Closed Beta)

 In Beta
The integration of the Procore Construction Network into the Tendering tool is currently in a closed beta that is only available to a small number of customers. We appreciate any feedback that you may have while testing out this feature.

Objective

To search for companies in the Procore Construction Network and invite them to tender.

Background

In addition to inviting contacts that already exist in your company's Directory in Procore to tender, you can choose to search through thousands of companies across the Procore Construction Network to find additional tenderers. See What is the Procore Construction Network? and Procore Construction Network User Guide for more information.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Tendering tool.
  • Additional Information:
    • The project must have the Tender Management 2.0 experience enabled. See How do I opt in to the new Tendering experience?
    • Construction Network companies that you choose to invite to a tender form will be added to the Company level Directory tool in Procore.

Steps

  1. Navigate to the project's Tendering tool.
  2. Open the relevant tender package.
  3. Click View Tender Forms.
    view-bid-forms.png
  4. Open the tender form.
  5. Click the Tenderers tab.
  6. Click the Find Tenderers menu and select In Construction Network.
    bidding-find-in-pcn.png
  7. The following details are shown for each company based on their information in the Construction Network:
    • Primary Address
    • Doing Business As
    • Website
    • Provided Services
    • Company Type
    • Construction Sector.
  8. Use the search bar and filters to narrow down your results as necessary:
    • You can filter by the following parameters:
      • Project Location (City, State)
      • Provided Services
      • Company Type
      • Construction Sector
  9. To view all available details for a company, click the company name.
  10. After reviewing companies, mark the tickbox next to each company that you want to invite to tender.
    Note: You can only add 25 tenderers at one time.
    pcn-select-bidders.png
  11. Click Add Tenderers.
  12. Confirm that you want to add the selected tenderers to your Company level Directory in Procore.
  13. When you are ready to send the tender invitations, click Invite.

 

See Also