Tender Room - Tutorials (Portfolio Financials)
Tip
If you are a vendor who has been invited to tender using Portfolio Financials in Procore, see the tendering tutorials and FAQs here:
Resources for Vendors
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Tender Room
Best Practices for Tender Room Collaborators
Create a Tender Room
Edit the 'Invitation to Tender' Email for a Tender Room
Set Up a Contract Room from a Tender Room
View Tender in a Tender Room
View Messages and Activity in a Tender Room
Tender Form
Create a Tender Form for a Tender Room
Revise a Tender Form for a Tender Room
Trade Setup
Add or Manage Documents for a Tender Room
Complete Trade Setup Details for a Tender Room
Edit Trade Setup Details for a Tender Room
RFIs
Assign an RFI to a Member of the Tender Room Team
Delete an RFI in a Tender Room
Edit an RFI in a Tender Room
Export RFIs from a Tender Room
Post an Answer to an RFI in a Tender Room
Post an RFI in a Tender Room
Restore a Deleted RFI in a Tender Room
Unassign an RFI in a Tender Room
Manage Tender
Add a Tender for a Vendor in Portfolio Financials
Compare Tender in a Tender Room
Freeze or Unfreeze a Tenderer in a Tender Room
Invite Tenderers to a Tender Room
Preview a Tender as a Tenderer in Portfolio Financials
Remove a Tenderer from a Tender Room
Remove Tenderer Contacts from a Tender Room in Portfolio Financials
Resend an Invitation to Tender for a Tender Room
Select a Tenderer to Award a Contract to in a Tender Room
Send a Message to Tenderers from a Tender Room
Unlock Tender in a Sealed Tender Room