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Procore (en-CA)

What permissions do tenderers need in order to be invited to tender and submit a tender?

Answer

  1. Tenderers need to be added to the Company level Directory in order for you to invite them to tender on a project.
  2. Once they are invited to tender, have finished account set up and logged in, tenderers will automatically be given access to the Planroom.
  3. You will not be able to give tenderers any other access until they are added to the project's Directory.
  4. Tenderers do not need access to any other tab to access the tender package.
  5. When a tenderer is awarded a contract, add them to the Project level Directory and give them "Subcontractor" permissions.

See Also

If you would like to learn more about Procore’s bidding software and how it can help your business, please visit our construction bidding software product page here.