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Procore

Submit a Tender Proposal

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Free Procore accounts are currently only available in the United States and Canada.

Objective

To submit a tender for a project from the Tender Board or Portfolio Planning.

Things to Consider

Steps

  1. Navigate to the company's Tender Board or Portfolio Planning tool.
  2. Select the project.
  3. If you did not yet create an estimate or need to review it, click the Estimate tab. See Add an Estimate.
  4. When you are ready to review your tender, click the Tender tab.
    Note: You can also click Show Tender from the Estimating tab.
  5. Adjust the settings under 'Bid Details Settings' as necessary.
  6. Click the top vertical ellipsisicon-ellipsis-vertical.pngicon to access additional settings.
  7. When you are ready to submit your tender, click Submit Tender.