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Procore (en-GB)

Update and Redistribute a Tender Package

Objective

Update and redistribute a tender package that has already been sent to tenderers. 

Things to Consider

  • Required User Permission: 'Admin' on the project's Tendering tool. 

Steps

  1. Navigate to the project's Tendering tool.
  2. Click View next to the tender package you want to redistribute.
  3. Click the Tenderers subtab.
  4. To resend invitations, click the vertical ellipsis (⋮) drop-down menu at the top of the page.

    view-tendering-options-menu.png
  5. Click Resend Invitations. 
    Note: This will open a window that displays all of the tenderers in your package.

    OR
     
  6. To resend invitations to an individual tenderer, click Reinvite next to the tenderer's name.

    reinvite-tenderers.png

    OR
  7. To resend invitations to multiple tenderers, mark the checkbox next to each tenderer's name.
  8. Click Bulk Actions.
  9. Select Invite Tenderers.
    Note: Invitations will not be sent to Tenderers with the Intent "Will not Tender". 

    bulk-invite-tenderers.png
     
  10. To replace people from the invitation list, click Reinvite next to the tenderer's name.  
  11. Click the X next to the user's name.
  12. Select a new Person from the Recipients drop-down menu.
    Note: Users must be associated with the company name or cost code to be listed in the drop-down menu.
  13. Click Resend these invitations.
    Note: This will resend a similar tender invitation email as the one they initially received. For an example of this email, see Create a Tender Package.
  14. If you'd like to send your tenderers an email explaining the change, see Send a New Correspondence in the Tendering Tool.

See Also