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Procore

Preview a Tender Form

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 Note
The content below describes functionality that is part of the new Tender Management Enhanced Experience. See About Tender Management Enhanced Experience.

Objective

To preview a tender form for 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 preview.
  5. Click Preview.
    A preview of the tender form is shown. 
  6. When you're done reviewing the tender form, click Close.