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Search for and Filter Companies to Add to 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 search for tenderers to add to a tender form.

Things to Consider

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

Prerequisites

Steps

 Note
You can search for tenderers while creating a tender form by clicking Save and Add Tenderers. The steps below are for searching for tenderers on an existing tender form.

Search for Companies

  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
  3. Click View Tender Forms.
  4. Click the Tendering tab.
  5. In the row for the tender form you want to add tenderers to, click the plus icon-plus-2.png icon.
  6. If prompted, select where you want to search for or filter companies:
    • Directory: Select if you want to search existing companies in the Company level Directory tool.
    • Construction Network: Select if you want to expand your network and search through business profiles on the Procore Construction Network.
  7. Click the Search bar.
  8. Enter a search term, such as the company or vendor name.
    Note: When searching the Procore Construction Network, you can search by office address.
  9. To clear your search, click the x in the search bar.

Search Companies from Single Contractor View

Beta

This search is supported by Natural Language Filtering to more easily find contractors that meet your needs. 

  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
  3. Across from the tender form you want to add tenderers to, click the plus icon-plus-2.png icon.
    single contractor plus.png
  4. Click the search bar.
  5. Enter a vendor name, office address or characteristics about the company as your search term. For example, 'electrical contractors with a good rating that work in commercial.’
    Filters are automatically applied based on your search terms, such as trade, rating and market sector. 

Sort Companies

  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
  3. Click View Tender Forms.
  4. Click the Tendering tab.
  5. In the row for the tender form you want to add tenderers to, click the plus icon-plus-2.png icon.
  6. If prompted, select where you want to search for or filter companies:
    • Directory: Select if you want to search existing companies in the Company level Directory tool.
    • Construction Network: Select if you want to expand your network and search through business profiles on the Procore Construction Network.
  7. Click the name of a column to sort companies by a specific option.
  8. To switch from ascending or descending order, click the column name again.

Filter Companies in Single Contractor View

Beta
  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
  3. Click View Tender Forms.
  4. Click the Tendering tab.
  5. In the row for the tender form you want to add tenderers to, click the plus icon-plus-2.png icon.
  6. Click the filter icon-filter2.png icon.
  7. Select one or more filters to apply:
    • Show Selected Only
    • Previous Tenderer 
    • Data Sources
    • Service Area
    • Trades
    • Cost Codes
    • Qualification Status
    • Single Limit
    • Union Status
    • Business Classifications
    • Authorized Tenderers Only
    • Average Contract Value
    • Annual Revenue
    • EMR
    • COMPASS Q Score
    • Minimum Average Rating
    • Market Sectors
    • Project Types
    • Company Types
  8. To remove filters:
    • Click the x on an individual filter to clear it.
    • Click Clear All Filters to clear all filters.

Filter Companies in the Directory

  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
  3. Click View Tender Forms.
  4. Click the Tendering tab.
  5. In the row for the tender form you want to add tenderers to, click the plus icon-plus-2.png icon and select Directory.
  6. Click the filter icon-filter2.png icon.
  7. Select one or more filters to apply:
    • Previous Tenderers
    • Cost Codes
    • Trades
    • Jobsite Proximity
    • Country
    • Minimum Average Rating
    • Union Member
    • Authorized Tenderer
    • Business Certifications (such as Women's Business, Minority Business, etc.)
  8. To remove filters:
    • Click the x on an individual filter to clear it.
    • Click Clear All Filters to clear all filters.

Filter Companies in the Construction Network

 Limited Release
This feature is currently available in English for customers in the United States and Canada.
  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
  3. Click View Tender Forms.
  4. Click the Tendering tab.
  5. In the row for the tender form you want to add tenderers to, click the plus icon-plus-2.png icon and select Procore Construction Network.
  6. Click the filter icon-filter2.png icon.
  7. Select one or more filters to apply:
    • Qualification Status
    • Project Location (City, State)
    • Trades
    • Business Classification
    • Market Sector
    • Compass Q Score
    • Company Type
  8. To remove filters:
    • Click the x on an individual filter to clear it.
    • Click Clear All Filters to clear all filters.

See Also