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Create a Tender Package from an Estimate

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 In Beta
This is feature is currently in open beta for our Procore customers. See User Guide: Tendering and Estimating Integration (Beta)

Background

The Tendering and Estimating Integration allows you to create tender packages directly from an estimate. By connecting the two experiences, users no longer need to recreate estimates in the Tendering tool. This allows you to send out accurate tender invitations more quickly, saving time in a competitive market. After a tender is awarded, you can update your estimate to reflect the awarded contract(s) with a single click. See User Guide Tendering And Estimating Integration.

Things to Consider

  • Required User Permissions:
    • 'Admin' permissions to the Tendering tool
      AND
      'Admin' permissions to the Estimating tool
  • Additional Information: 
    • You can create multiple tender packages from the project's estimating tool.
    • Each estimate creates one tender package.
    • A separate tender form is created for each group within an estimate.

Steps

  1. Navigate to the project's Estimating tool.

  2. Click the Estimating tab

  3. Select your Cost Item groups:

    • To include everything: Click Actions and select Create Tender Package.

    • To include specific cost groups: Mark the tickboxes next to the desired Cost Item groups.

    • Click Tendering and select Create Tender Package.

  4. On the How do you want to map your estimate data to the tender package? window, choose how to structure your tender form:

    • Create a tender form for each top level group in the estimate

    • Create a single tender form with sections corresponding to each estimate group

  5. Review and update the Tender Package information.
    Note: If you're creating multiple tender packages, you may want to update the name of your tender package to reflect the specific estimate.

  6. Click Create Tender Package.

  7. Your Tender Forms will appear on the left to preview what is being created. The following fields are editable:

    • Items

    • Description

    • Response Field Types

      • Unit & Quantity

      • Amount

      • Include / Exclude

  8. Click Create Tender Forms.

 Note

For the beta: 

  • You can create a tender package for multiple estimates.

  • Each estimate creates it's own tender package.

  • Within the tender package, a tender form is automatically created for each group in your estimate. Each tender form includes all line items within the group.