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Upload Tender Documents to the Documents Tool
https://en-ca.support.procore.com/products/online/user-guide/project-level/bidding/tutorials/upload-bid-documents
To upload tender documents to a designated folder in your project's Documents tool.
Award a Tender and Convert it to a Subcontract or Purchase Order
https://en-ca.support.procore.com/products/online/user-guide/project-level/bidding/tutorials/award-a-bid-and-convert-it-to-a-subcontract-or-purchase-order
How to select the winning tender and convert it into a new subcontract or purchase order.
Filter and Group the Tender List
https://en-ca.support.procore.com/products/online/user-guide/project-level/bidding/tutorials/filter-and-group-the-bid-list
How to filter and group the Tender List.
Soft Award a Tender
https://en-ca.support.procore.com/products/online/user-guide/project-level/bidding/tutorials/soft-award-a-bid
How to award a tender in Procore without converting it to a contract.
Add New Companies and Contacts to the Company Directory from the Tendering Tool
https://en-ca.support.procore.com/products/online/user-guide/project-level/bidding/tutorials/add-new-companies-and-contacts-to-the-company-directory-from-the-bidding-tool
How to add companies and contacts to the Company Directory directly from the Tendering tool.
Tendering - User Permissions
https://en-ca.support.procore.com/products/online/user-guide/project-level/bidding/permissions
This page lists the user permissions that are required to perform actions in or related to the project's Tendering tool.
Export a Tender Package's Tender List
https://en-ca.support.procore.com/products/online/user-guide/project-level/bidding/tutorials/export-a-bid-packages-bid-list
How to export a tender package's tender list to a PDF or CSV.
Tendering - FAQ
https://en-ca.support.procore.com/products/online/user-guide/project-level/bidding/faq
This page includes links to frequently asked questions about the project's Tendering tool.
Create a Tender Package
https://en-ca.support.procore.com/products/online/user-guide/project-level/bidding/tutorials/create-a-bid-package
How to create a tender package in a project's Tendering tool.
Why are some of my sub folders in my [Tender Documents] folder not showing up when my tenderers download them?
https://en-ca.support.procore.com/faq/why-are-some-of-my-sub-folders-in-my-bid-documents-folder-not-showing-up-when-my-bidders-download-them
Answer Only folders that have files in them will transfer to the download .zip file that your tenderers receive in the tender invitation email. If there are no files attached to the folder, it will no...Answer Only folders that have files in them will transfer to the download .zip file that your tenderers receive in the tender invitation email. If there are no files attached to the folder, it will not display to your tenderers. See Also Upload Tender Documents to the Documents Tool Update Tender Documents
Why is my tender package missing from the Planroom?
https://en-ca.support.procore.com/faq/why-is-my-bid-package-missing-from-the-planroom
There are several possible reasons why your tenderers can't access the tender package they've been invited to place a tender on: The bid package is closed: This can be done by editing a bid package on...There are several possible reasons why your tenderers can't access the tender package they've been invited to place a tender on: The bid package is closed: This can be done by editing a bid package on the project. The tenderers were not invited: A quick check is to look at your Tender List and ensure that there are recipients for each company invited to tender. Note: Procore will automatically give users access to the company Planroom tool when they are invited to place a tender on a project.