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Procore (en-GB)

Submit a Tender

Training Video

 

Welcome to Procore!

If you have been invited to tender on a project that's being managed using Procore's cloud-based construction software, you should have received an email invitation like the example below in your inbox. 
 

tender invitee email part 1.jpg
part 2 tender invitee email.jpg

 

Table of Contents

Download Tender Documents (#1)

To download the tender documents (including any specifications, drawings and documents) for this project, simply click the Download Files link at #1 in the image above. You may also download the documents from the Planroom in Procore by clicking View in Procore. See Download Tender Documents.
Note: The Download Tender Documents article is also linked to in the email as "Learn how to download tender documents. This appears at #7 in the image above.

State your intent to tender (#2)

To Tender at a Different Time

If you wish to state that you will place a tender on the project, but do not wish to fill out your tender sheet at the present time, simply click Yes. This will inform the company that you will place a tender and your tender information will come in the future. If you do not reply with an intent to tender and/or a tender amount, you may receive a reminder-to-tender email close to the tender due date.

To Not Tender

If you choose to not tender on the company's project, simply click No. This will inform the company that they should not expect a tender from you.

Tender Details (#3)

At #3, you will see the package name and project information. 

Client Details (#4)

At #4, you will see details of who sent you the tender invitation. 

Pre-tender walkthrough and RFI information (#5)

At #5 in the screen shot above, you can view the date/time that the pre-tender walkthrough will happen as well as any relevant notes. You will also see pre-tender RFI information. This section is optional; the project may not have a pre-tender site walkthrough or any pre-tender RFIs.

Cost Codes (#6)

The cost codes you have been selected to tender on appear at #6 in the image. When you log in to Procore, you can select more cost codes and log your tender for each cost code.

Log in to Procore (#7)

First Time tenderers

If this is the first time that you've received an invitation to place a tender on a project using Procore, click the link, View tender Package & Submit Tender in Procore. This will prompt you to create a password for your account. After you create a password, you will be able to access the tendering information. See 'To Access Your Tender Sheet', for the next steps. 
Note: When submitting a tender there is only one tender per company allowed. Even if there are multiple people invited to tender, only one party can submit a tender on the company's behalf. 

If this email has been forwarded to you, you will not be able to access the tender sheet. Procore uses an email address as user IDs. This means that the original recipient of this email is the only user with an account that has access to the tender sheet. (Note: The original recipient will receive the email directly from an @procore.com email.) If you would like access to the tender sheet, contact the project’s Main Contractor. If you are unsure of how to contact them, email support@procore.com.

 

Existing Procore users

To access the tender sheet, simply click the link, Click here to log in to Procore. Once logged in, you will be re-directed to your tender sheet. You can also access your tender sheet by navigating to the company's Planroom tool and follow the steps in the To Access Your Tender Sheet.

To Access Your Tender Sheet

  1. Log in to Procore using your (new) account. 
    Note: If you are logging in through the tender invitation email, you will automatically be directed to your tender sheet.
  2. Navigate to the company's Planroom tool. See Planroom for more information.
    Note: The Planroom tool manages the tendering submissions and tender organization for the company to which you are submitting a tender.
  3. From the Planroom, you will see all tender packages that you are invited to tender on. Click on each tender package to bring you to the Tender Sheet where you will see the project and tender information. 
  4. On the Tender Sheet, answer the banner if you intend to tender or not. 
  5. If you select you plan on tendering, an orange Enter a Tender button will become active. 
  6. Click Enter a Tender and fill out your tender information.
    • Cost Code: In the field under Amount, indicate the amount you would like to place a tender for. You may place a tender on other items by clicking Add a Scope of Work. The 'Total: £' field is automatically calculated and populated with the total of all of your tenders.
      Note: You can delete cost codes that are not part of the original scope of work by simply clicking the X icon next to the cost code. 
    • Inclusions: Disclose any inclusions that may not be clearly stated in the related contract documents.
    • Exclusions: Disclose any exclusions that may not be clearly stated in the related contract documents.
    • Comments: Optional: Add any comments you would like to send the company.
    • Attachments: Optional: Add any relevant attachments to your tender sheet.
  7. Click Save for Later if you would like to revisit your tender sheet at another time.
  8. Click Submit Tender when your tender sheet is finalized.

Note: Procore has many other tools for construction management including Document, RFIs, Submittals and Drawing management, Meetings, Snag List, Directory, Commitments and many more tools to make your construction job run smoothly. If you are awarded the tender, you will be able to access many of these tools to help you accomplish your job.