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Procore

Generate Tender Estimates

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Objective

To generate tender estimates in Procore Estimating.

Background

After working on the takeoff process and reviewing the project estimate, you can generate a tender and download a PDF version.

Things to Consider

  • Required User Permissions
    • 'Standard' or 'Admin' level permissions to the project's Estimating tool.

Steps

 Note
Be sure to review the Project Estimate, Additional Notes and Summary sections before generating a tender estimate. If there is a need for adjustments, you can update the pricing and costs by changing the appropriate value.
  1. Navigate to the project's Estimating tool on app.procore.com.
  2. Click the Estimating tab.
  3. Select the relevant estimate from the drop-down menu on the bottom of the page.
  4. After thoroughly reviewing the tender estimate, click Show Tender Sheet.
    A preview of the tender will be generated. This is where you can add or exclude values by selecting the preferred options. 
  5. Under Tender Detail Settings, configure your preferences for the tender.
    Note: Click a toggle ON icon-blue-toggle-on-esticom.png  to apply a setting to a tender or OFF icon-toggle-off-esticom.png to remove it.
  6. When you are ready to export the tender, click the Export Tender drop-down menu.
  7. Select the type of export that you want for the tender:
    • Save as PDF: Select to download the tender sheet to your computer as a PDF file.
    • Save to Word: Select to download the tender sheet to your computer as a Microsoft Word file.
    • Send by Email: Select to send the tender sheet by email.

See Also