Procore is introducing Tender Management Enhanced Experience, a streamlined experience for managing tenders in the Tendering tool. See About Tender Management Enhanced Experience. This article details the differences between the new and legacy experiences.
While many features in the Tendering tool remain unchanged, the new tender experience offers tender forms, tender leveling, and an integration with the Procore Construction Network.
See the information below for more details:
The table below describes processes that have changed or are completed in other areas of the tool. All other processes remain the same.
|Add and Invite Tenderers
You can add and invite tenderers after creating a tender package.
An 'Add Tenderers' button is available at the top of the page.
After creating a tender package, you must create a tender form before you can add tenderers.
An 'Add Tenderers' button is available after creating the tender form. You can also add tenderers from the 'Bidders' tab of the tender form, and the 'Bidding' tab of the tender package.
|Open Company Directory to Access Tenderer Info
|Click the company’s name from the 'Bidders' table
|From the table on the 'Bidding' or 'Bidders' tab, click the vertical ellipsis icon on a tenderer row and select Company Directory.
|Manage Tender Recipients
When inviting tenderers, you can update recipients, but not add new contacts.
When adding tenderers, you can add a new contact for companies that don't have any default tender contacts, but you can't manage the existing contacts.
Tender recipients can't be edited in the Tenderer tables.
You can manage tender recipients and add new contacts when inviting, adding tenderers, or from the 'Bidder' tables.
|Filter and Group Tenderers
|You can filter and group tenderers by Cost Code and Trade.
|You can filter and sort tenderers by options such as tender status, location, and business certifications.
|Send a Correspondence
|You could send a correspondence from the Correspondence tab or from the Bulk Actions menu.
|You can send a correspondence from the Correspondence tab. You can select recipients by tender form.
|Submit a Place a tender on Behalf of a Subcontractor
|Click the 'View' button from the 'Bidders' table to open the Tender Sheet tab.
|Click the tenderers name from the table on the 'Bidding' or 'Bidders' tab to open the Tender modal.
|Resend a Tender Invitation to an Individual
|You can't resend a tender invitation to an individual tender recipient unless you remove all other tender recipients from the company on the 'Reinvite Tenderers' page.
Note: This is not recommended since it removes the recipients that you previously invited from the tenderers table, along with their contact info.
|From the table in the 'Bidding' or 'Bidders' tab, you can click an email icon for an individual tender recipient and resend the invitation to them.
Note: Additional features are planned and in development for Tender Management Enhanced Experience.
See the table below for features available in the Legacy and Enhanced tender management experiences in the Tendering tool:
|Create and Manage a Tender Package
|Create and Manage Tender Forms
|Search for, Add, and Invite Tenderers from the Company Directory
|Search for, Add, and Invite Tenderers from the Procore Construction Network
|Add New Companies and Contacts to the Directory from the Tendering Tool
|Compare Tenders (Bid Leveling)
|Resend a Tender Invitation to an Individual Tender Recipient
|Download Tender Attachments from 'Bidders' Table
|Inline Edit Tender Recipients from 'Bidders' Table
|Send a Correspondence
|Award a Tender
|Soft Award a Tender
|Convert an Awarded Tender to a Subcontract or Purchase Order
|Tender Form Templates
|planned for development
Why use Tender Forms?
Tender forms make it easier to break down scope and cost information and help to standardize the responses that are being received from tenderers. In addition, the use of tender forms allows for tender leveling on submitted tenders. See Level Tenders for a Tender Form.
What if I don’t plan to define scope?
Tender forms aren't just about scope. They can help you better assess coverage by allowing you to customize how you organize your tenderers. If you create one tender form per trade and have tenderers that place a tender on multiple tender forms, you can now track Tender Status, Notes, and Activity separately. This wasn’t possible in the old experience, since tenderers were tracked by Company instead of Trade.
ExampleA General Contractor invites Acme Construction to place a tender on two tender forms: one for Electrical and one for HVAC. If the company chooses to place a tender on Electrical, but not place a tender on HVAC, both statuses will still be recorded. Notes and Activity are also tracked per tender form instead of per company.
What permissions are required to view a tender form?
Users must have 'Read Only' or higher level permissions to the project's Tendering tool and be added to the 'Bidding CC Group'.
Where do I add tenderers?
In the new experience, you can add tenderers after you create a tender form. See Add Tenderers to a Tender Form.
There are three (3) different areas where you can add tenderers:
- While creating or editing a tender form, click Save and Add Tenderers. See Create a Tender Form.
- From the 'Bidders' tab, click Add Tenderers.
- From the 'Bidding' tab of the tender package, click the plus + icon on the right side.
Can I modify the columns on a tender form?
Yes. You can click the vertical ellipsis icon on a column to adjust the sizing of the columns or pin them to a certain side.
Can I Switch back to the old tendering experience?
No. Once you update a project to the new experience, it cannot be switched back.
Will more features be added?
Yes. Additional features, such as templates, are planned for development.