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Procore (en-GB)

View and Manage Tenderers on a Tender Form (Beta)

 In Beta
The content below describes functionality that is part of the Tender Management 2.0 experience, which is currently in an open beta.

Objective

To view and manage tenderers on a tender form.

Things to Consider

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

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 relevant tender form.
  5. Click the Tenderers tab.
  6. The following actions are available:

View Tenderers

Tenderers who have been added to the tender form are shown in the table with the following information: Tenderer, Tender Status, Tender Amount, Tender Recipients, Notes and Last Activity.

  • To view the tender recipients and their contact information, click the contact icon in the 'Bid Recipients' column.
  • To view the tenderer's company information, click the info icon.
  • To view the tenderer's company information in the project level Directory tool:
    1. Hover over the tenderer's row in the table.
    2. Click the vertical ellipsis icon in the 'Last Activity' column.
    3. Click Company Directory.

Manage or Add Tender Recipients

  1. In the 'Bid Recipients' column, click the person icon-person.png icon.
    Note: If there is no designated recipient, no information will be displayed.
    • To add recipients for the tender, click + Tender Recipients.
    • To remove a recipient, click the delete icon-delete-bid-recipient.png icon.
    • To resend the invitation to tender, click the invitation icon-invitation.png icon.

Export a tenderer's tender

  1. Hover over the tenderer's row in the table.
  2. Click the vertical ellipsis icon-ellipsis-vertical.pngicon in the 'Last Activity' column.
  3. Click Export CSV or Export PDF.

 

If you would like to learn more about Procore's tendering software and how it can help your business, please visit our construction tendering software product page icon-external-link.png.