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Invite Tenderers to a Tender Room in Portfolio Financials

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 Note
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

Objective

To invite tenderers to a Tender Room in Portfolio Financials.

Background

The Tender Room in Portfolio Financials is a shared portal between the owner and tenderers. After you have set up the Tender Room and its components, you can invite existing or new vendors to tender.

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' access must be on the Tender Room Team for the project. 

Prerequisites

Video

 

 

  

Steps

  1. Navigate to the Invite Tenderers modal:
    • If you have just published the tender form for the Tender Room, click Invite Tenderers.
      invite-bidders.png
      OR
       
    • If you are returning to the Tender Room to invite tenderers:
      1. Click the Manage Tender tab of the Tender Room.
      2. Click Invite Tenderers. 
  2. You can invite vendors that you have invited in the past or add new vendors. See steps below:

To invite existing vendors to tender:

If you have previously worked with a vendor in the past or have added a vendor to your vendor database, they will be available to select in the invite tenderers window.

 Tip
For a short demo on inviting existing tenderers, see the Demo section below. 
  1. Click Invite Tenderers.
  2. On the column on the left, click one or more vendors you want to invite.
    Note: As you hover your mouse over a vendor, the row becomes black and 'Add selection' appears.
    select-bidders.png
    Tip! You can also search for vendors using the Search bar in the window.
     
  3. The vendors you have selected are shown in the column on the right.
    Note: If you need to remove a vendor that was selected, hover over the name and click Remove. 
  4. Click Continue.
    Note: This will direct you to the tender invitation email editor.
  5. Make any necessary changes to the tender invitation email. See Edit the 'Invitation to Tender' Email for a Tender Room.
  6. Click Send Invitations to Tender.
    Note: While multiple tenderers can be invited at the same time, they do not see the other tenderers they are tendering against.

To invite new vendors or vendor contacts to tender:

If you have never worked with a vendor in the past or they do not exist in your vendor database, you will need invite them as new vendors or vendor contacts. Contacts invited in this manner will be added to that vendor's profile for future projects.

  1. Click Invite Tenderers.
  2. Click + Invite New Vendor or Contact.
    invite-new-vendor-or-contact.png
  3. Enter the vendor company name.
    Note: As you type, existing vendors will appear in the drop down menu (indicated by the clock icon). Select an existing vendor if you are adding a new contact to that already-existing vendor. Otherwise, enter a new vendor's name.
     Important
    If you are adding a new contact to the vendor, the contact name must match the name that already exists in the vendor's profile. If you do not select the existing name, an entirely new vendor profile will be created. 
  4. Enter the contact's First Name, Last Name and Email Address.
  5. Click Save.
  6. Click Continue.
  7. Make any necessary changes to the tender invitation email. See Edit the 'Invitation to Tender' Email for a Tender Room.
  8. Click Send Invitations to Tender.

Demo

Note: The video below is a screen capture that does not contain sound. 

invite-bidders.gif