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Procore (en-GB)

Send Bulk Correspondences

Objective

To send bulk correspondences to a few, many or all contacts in the Tender List.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Tendering tool.
  • Additional Information:
    • Invited tenderers who have indicated that they "Will Not Tender" will not be sent correspondence.

Prerequisites

Steps

  1. Navigate to the project's Tendering tool. 
  2. Select the tender package for which you want to send a new correspondence.
  3. Select which companies you want to send correspondence to by marking the checkbox at the beginning of the row.
  4. In the Bulk Actions menu, select Send Correspondences from the drop-down list.

    send-bulk-correspondences.png
     
  5. On the New Correspondence page, enter the following:
    • Subject: Enter the subject of the correspondence.
    • Attachments: Select any relevant attachments.
      Note: Tender documents will be automatically attached to each correspondence.
    • Message: Enter any text for the correspondence.
  6. Click Send