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Procore (en-GB)

Find and Invite Tenderers to 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 find tenderers and invite them to a tender form.

Things to Consider

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

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. Click the tender form that you want to add tenderers to.
  5. Click the Tenderers tab.
  6. Follow steps in the sections below:

Find or Add Tenderers

  1. On the 'Bidders' tab, click Find Tenderers.
  2. Use the Search bar and Filters menu to find existing companies from the Company level Directory tool.
  3. If you need to add a new company as a tenderer, click Add Company.
  4. Mark the tickbox next to each tenderer you want to add to the tender form.
  5. Click Add Tenderers.
    The companies are automatically added to the Tenderers tab of the tender form. They are referred to as 'outstanding tenderers' until you invite them.

Invite Tenderers

Chose one of the following ways to invite tenderers to a tender form:

  • From the primary 'Invite' button:
    • Click the Invite menu at the top of the screen and choose one of the following options:
      • All Outstanding Tenderers 
      • Resend Invitations
  • From the 'Invite Outstanding Tenderers' banner (if you have outstanding tenderers):
    • Click Invite in the banner.
  • From the individual Invite button for a tenderer:
    1. In the 'Invite Status' column, click Invite for an individual company.
    2. Select the tender recipients that you want to send the email invitation to.

After you click 'Invite', a confirmation message appears. Click Send when you are ready to send the invitations to tender.

 

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.