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Procore

Tendering

Solicit tender for projects while providing a central location for managing and viewing the status of all tender. Contractors can download tender packages from Procore and submit tender directly back into the system.

  • Create project tender packages that include plans, specifications, PDFs and other pertinent files.
  • Submit tenders for a project on behalf of a contractor.
  • Track the tendering status of your vendors or contractors and compare their tenders side-by-side by cost code.
  • Use Procore's powerful search and filtering capabilities to quickly locate specific tender.
  • View all items for tender packages
  • Submit a tender
  • Download tender documents
 Note
Procore is introducing Tender Management Enhanced Experience, a streamlined experience for managing tenders in the Tendering tool. See Tendering: Tender Management Enhanced Experience and What is the difference between the old and new tender management experience in the Tendering tool?

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Configure Tender Settings
 
Tender Management Enhanced Experience 
 
Create a Tender Package
 
Create Tender Forms
 
Invite and Manage Tenderers
 
Tender Leveling
 
Award a Tender
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Upload Tender Documents

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Submit a Tender

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Upload Tender Set of Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Update and View a Tender Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Preconstruction - Invite Tenderers to Tender

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Upload Tender Set of Specifications

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Upload Tender Set of Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Create a Tender Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Invite Tenderers to Tender

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - Submit a Tender

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Configure Tender Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Update and View a Tender Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Preconstruction - Create a Tender Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Preconstruction - Update and View a Tender Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Preconstruction - Upload Tender Documents

 

Specialty contractor as Client - Upload Tender Documents

 
Create a Tender Package
 
Create Tender Forms
 
Create a Tender Package
 
Create Tender Forms
 
Configure Tender Settings
 
Tender Management Enhanced Experience 
 
Create a Tender Package
 
Create Tender Forms
 
Invite and Manage Tenderers
 
Tender Leveling
 
Award a Tender
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Upload Tender Documents

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Submit a Tender

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Upload Tender Set of Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Update and View a Tender Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Preconstruction - Invite Tenderers to Tender

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Upload Tender Set of Specifications

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Upload Tender Set of Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Create a Tender Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Invite Tenderers to Tender

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - Submit a Tender

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Configure Tender Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Update and View a Tender Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Preconstruction - Create a Tender Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Preconstruction - Update and View a Tender Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Preconstruction - Upload Tender Documents

 

Specialty contractor as Client - Upload Tender Documents

 

Tendering

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a New Company to the Directory from the Tendering Tool       icon-mindtouch-table-check.png 1
Add a New Contact to the Directory from the Tendering Tool       icon-mindtouch-table-check.png 1
Add Tenderers from the Directory to a Tender Form       icon-mindtouch-table-check.png
Add Tenderers from the Procore Construction Network to a Tender Form       icon-mindtouch-table-check.png
Add Notes to the Tender List    icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png 
Award a Winning Tender and Convert it into a Purchase Order        icon-mindtouch-table-check.png
Award a Winning Tender and Convert it into a Subcontract       icon-mindtouch-table-check.png
Configure Advanced Settings: Tendering       icon-mindtouch-table-check.png
Create a Tender Form       icon-mindtouch-table-check.png
Create a Tender Package       icon-mindtouch-table-check.png
Delete a Tender Form       icon-mindtouch-table-check.png
Delete a Tender Package       icon-mindtouch-table-check.png
Edit a Tender Form       icon-mindtouch-table-check.png
Edit a Tender Package       icon-mindtouch-table-check.png
Export a Tender Package's Tender List to a PDF or CSV       icon-mindtouch-table-check.png
Filter and Sort Tendering Information       icon-mindtouch-table-check.png
Import Tender Forms to the Tendering Tool       icon-mindtouch-table-check.png
Invite Tenderers       icon-mindtouch-table-check.png
Level Tenders for a Tender Form       icon-mindtouch-table-check.png
Preview a Tender Form       icon-mindtouch-table-check.png
Reinvite Users to Tender       icon-mindtouch-table-check.png
Resend Invitations to Tender       icon-mindtouch-table-check.png
Respond to Pre-Tender Questions       icon-mindtouch-table-check.png
Retrieve a Tender Package from the Recycle Bin       icon-mindtouch-table-check.png
Review Submitted Tender       icon-mindtouch-table-check.png
Search for and Filter Companies to Add to a Tender Form       icon-mindtouch-table-check.png
Search for and Invite Tenderers       icon-mindtouch-table-check.png
Send a New Correspondence in the Tendering Tool       icon-mindtouch-table-check.png
Soft Award a Tender       icon-mindtouch-table-check.png
Update and Redistribute Tender Package       icon-mindtouch-table-check.png
Update Tender Documents        icon-mindtouch-table-check.png 3
View a Tender Form       icon-mindtouch-table-check.png
View and Manage Tenderers on a Tender Form       icon-mindtouch-table-check.png
View a Tender Package    icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4
Tasks Performed by Tenderers in the Planroom Tool 5 None Read Only Standard Admin
Check the Status of your Tender  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download Tender Documents icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Indicate your Intention to Tender  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Tender  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Pre-tender Question  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update a Submitted Tender   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1  Users must also have 'Admin' level permission to the Project level Directory tool to complete this function.
Note: In projects updated to Tender Management Enhanced Experience, this action can also be performed by users with 'Read Only' or higher permissions to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions.

2  Users with 'Standard' level permission can view Tender Notes by default.

3  Users must also have 'Read Only' or higher permissions to the Documents, Drawings, or Specifications tools. Users can only view and update items that they have access to. 

4  Users with 'Read Only' or higher level permissions to the project's Tendering tool AND added to the Tendering CC Group can complete this function. 

5  These tasks are performed by tenderers using the Company level Planroom tool. See Planroom.

Below are the notable changes to the project's Tendering tool.

 

Recent Changes

Invite Paying Procore Customers to Tender Using the Procore Construction Network (04/12/2023)

Using the new Tender Management experience, you can now invite paying Procore companies to tender, giving you access to even broader collaborator network. See Add Tenderers from the Procore Construction Network to a Tender Form.

Flexible Response types for Tender Forms (09/10/2023)

Instead of being restricted to one accounting method for an entire tender package, you now have the flexibility to choose an accounting method for each line item in the new 'Field Response Type' column on tender forms. See Create a Tender Form

As part of this release, new projects using Tender Management Enhanced Experience no longer have separate accounting method settings for tender packages. See How do I set the accounting method for tenders?

General Items and CSV Import Features now available for ERP Integrated Accounts (13/09/2023)

Users in accounts that are ERP integrated can now add general items to tender forms and create tender forms from CSV imports. See Import Tender Forms to the Tendering ToolCreate a Tender Form, and Do I need to use cost codes on a tender form? 

Create Tender Forms from a csv import (03/08/2023)

You can now create multiple tender forms at once by filling out and uploading a CSV file template. See Import Tender Forms to the Tendering Tool. You can choose to download a template with cost codes, or a blank template without cost codes. 

Add General Items to a Tender Form (22/06/2023)

You can now add general items without cost codes by using the new 'Plain Text' option for line items. See Create a Tender Form and Do I need to use cost codes on a tender form? This allows more flexibility for defining and controlling tender scope. 

Tender Management Enhanced Experience (27/03/2023)

Procore has officially released Tender Management Enhanced Experience, a streamlined experience for managing tenders in the Tendering tool. See About Tender Management Enhanced Experience. This experience includes features such as tender forms, tender leveling, and an integration with the Procore Construction Network.