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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 has introduced Tender Management Enhanced Experience, a streamlined experience for managing tenders in the Tendering tool. See About 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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Tender Management Enhanced Experience
 
 
 Tip

To browse and search all Procore training videos, visit our video library.

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OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Tender Settings
 

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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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

OUTDATED VIDEOS - Removed from Support Site and Certifications

 
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

Configure Tender Settings
 

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

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Learn which user permissions are required to take the described actions in this tool.

Tendering

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Add a New Companies and Contacts to the Company Directory from the Tendering Tool Legacy  

 Web

      check-green2.png Users must also have 'Admin' level permission to the Project level Directory tool to complete this action.

Add a New Company to the Directory from the Tendering Tool 

 Web

      check-green2.png Users must also have 'Read Only' level permissions or higher to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions.

Add a New Contact to the Directory from the Tendering Tool

 Web

      check-green2.png Users must also have 'Read Only' level permissions or higher to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions.

Add Tenderers to a Tender Form

 Web

      check-green2.png  

Add Notes to the Tender List 

 Web

 

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  • Create Tender Notes

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  • Create Tender Notes
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Award a Winning Tender and Convert it into a Purchase Order Legacy 

 Web

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Award a Winning Tender and Convert it into a Subcontract Legacy 

 Web

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Award a Tender and Convert it to a Subcontract or Purchase Order

 Web

     

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Users must also have 'Admin' level permissions on the project's Commitments tool.

Configure Advanced Settings: Tendering

 Web

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Copy Tender Forms from a Previous Tender Package

 Web

      check-green2.png You can only copy tender packages from projects that you have access to.

Create a Tender Form

 Web

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Create a Tender Package

 Web

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Delete a Tender Form

 Web

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Delete a Tender Package

 Web

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Delete Tender Notes

 Web

 

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  • Delete Tender Notes

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  • Delete Tender Notes
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Edit a Tender Form

 Web

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Edit a Tender Package

 Web

      check-green2.png  

Edit Tender Notes

 Web

 

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  • Edit Tender Notes

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  • Edit Tender Notes
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Export a Tender Package

 Web

 

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For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:

  • You created the tender package.
  • You are a user cc'd on the tender package.
  • You are the Tender Package Manager.

Export a Tender Packages' Tender Files

 Web

 

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For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:

  • You created the tender package.
  • You are a user cc'd on the tender package.
  • You are the Tender Package Manager.

Export a Tender Package's Tender List

 Web

 

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For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:

  • You created the tender package.
  • You are a user cc'd on the tender package.
  • You are the Tender Package Manager.

Export a Tender Sheet

 Web

 

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For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:

  • You created the tender package.
  • You are a user cc'd on the tender package.
  • You are the Tender Package Manager.

Edit Tenderers on the Tender Invitation Legacy 

 Web

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Filter and Group the Tender List Legacy 

 Web

   

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check-green2.png 'Standard' level users must be added to the tender package's distribution list.

Filter and Sort Tendering Information

 Web

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Import Tender Forms to the Tendering Tool

 Web

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Invite Tenderers

 Web

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Level Tenders for a Tender Form

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png check-green2.png Users with 'Read Only' or 'Standard' permissions can only view leveled tenders.

Preview a Tender Form

 Web

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Re-invite Users to Tender Legacy

 Web

      check-green2.png  

Resend Invitations to Tender

 Web

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Respond to Pre-Tender Questions

 Web

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Retrieve a Tender Package from the Recycle Bin

 Web

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Review Submitted Tenders Legacy 

 Web

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Search for and Filter Companies to Add to a Tender Form

 Web

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Search for and Invite Tenderers Legacy

 Web

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Send a New Correspondence in the Tendering Tool

 Web

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Send Bulk Correspondences Legacy

 Web

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Show or Hide Blind Tenders on a Tender Package

 Web

 

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Users must also be assigned as the Blind Tendering Manager on the tender package.

Soft Award a Tender

 Web

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Update and Redistribute Tender Package

 Web

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Update Tender Documents 

 Web

     

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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. 

View a Tender Form

 Web

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View a Tender Package 

 Web

 

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check-green2.png 'Read Only' and 'Standard' users must also be added to the Tendering CC group.

View an Activity Log

 Web

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View Leveled Tenders for a Tender Form

 Web

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View and Manage Tenderers on a Tender Form

 Web

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

Recent Changes

Updates to Tender Leveling (21/10/2025)

This update delivers two powerful enhancements that give you better historical data to select the right subcontractors and speed up your transition from tender to contract.

  • Vendor Project History Data:
    • We've added vendor Project History to the Tender Leveling tab. Now, you can review a tenderer's past contract performance and financial history alongside their current tender, allowing you to better assess risk and select the most suitable partner. See View Leveled Tenders.
  • Convert a Leveled Tender to a Commitment:

Tender Leveling Now Generally available (23/9/2025)

The ability to level tenders is now available to all customers that are using the Enhanced Tender Management Experience. Tender leveling allows Admin users to modify tenders, and others to view the tenders side-by-side. See Level Tenders for a Tender Form

Consistent User Experience with Tendering NGX Phase 1 (19/08/2025)

Procore has launched Tendering NGX Phase 1 to provide a consistent user interface across all Procore products, enhancing user experience by reducing friction and confusion. The Tendering Tool Settings, Permissions Table, Project Admin Tool Configuration Settings, and Correspondence have been aligned with Procore's design patterns.

Tender Leveling Now Generally Available in the United States, Canada, and Mexico (19/08/2025)

The ability to level tenders is generally available to all tendering customers in the United States, Canada, and Mexico, that are using the Enhanced Tender Management Experience. Tender leveling allows Admin users to modify tenders, and others to view the tenders side-by-side. It will be made available to all regions by 23 September 2025. See Level Tenders for a Tender Form.

NOn Disclosure Agreements Available in Tendering (22/07/2025)

Procore has integrated Non-Disclosure Agreements (NDAs) into the tender package process to enhance security and compliance for projects requiring confidentiality. The NDA feature streamlines the process, reduces administrative burdens, and minimizes risks associated with unauthorized information dissemination. See Create a Tender Package.

Search by Office Address on the PRocore Construction Network (10/07/2025)

When adding tenderers from the Procore Construction Network, you can now search for vendors based on their physical office address, making it easy to find companies in a specific city, state, or region. See Search for and Filter Companies to Add to a Tender Form.

Log out of Compass (26/06/2025)

You can now log out of the COMPASS integration if you no longer want to see COMPASS data in the Tendering tool. See Manage the COMPASS and Tendering Integration.

Compass Data available in Customized Views (20/05/2025)

For users leveraging the Tendering + COMPASS Integration, data from COMPASS is now accessible as an additional set of columns when customizing your views within the Tendering tool. See Customize the Column Display in the Tendering Tool.

New Customizable Views (22/04/2025)

Procore has introduced customizable views for the Tendering tab, enhancing user satisfaction and adoption by allowing solicitors to tailor their primary screen to individual needs. The Tendering tab now supports customization of column visibility and order, with preferences saved between sessions, enabling users to work more efficiently. See Customize the Column Display in the Tendering Tool.

Compass Integration (25/02/2025)

COMPASS data is now available within the Tendering tool, enhancing the decision-making process by streamlining the selection of qualified tenderers and improving overall project outcomes. See About the Tendering + COMPASS Integration.

Updates to Tender Leveling (03/11/2024)

New functionality is available when leveling tenders. These updates include a custom header displaying the tender amount, an overflow menu for direct actions, detailed views of unit costs and quantities, visibility of inclusions, exclusions, and comments, and the ability to show and download tender attachments. See Level Tenders for a Tender Form.

Invite Canadian Businesses on the Procore Construction Network to Tender (31/07/2024)

Users can invite Canadian businesses to place a tender on their projects using the Tendering tool. See Add Tenderers to a Tender Form.

Tender Form Name Auto Suggestion (31/05/2024)

When creating or editing tender forms, you will be given name suggestions based on your company's configured trades and cost codes. If trades have not been configured for your company, a list of industry standard trades will be generated instead. Clicking on the suggested name will add it to the text field automatically. You may also choose to ignore name suggestions and use your own name. See Create a Tender Form.

blind Tendering Controls (15/05/2024)

You can now assign a Blind Tendering Manager to a tender package with blind tendering enabled. The Blind Tendering Manager will have the option to show and hide submitted tenders inside of a tender package. They will also receive an email notification upon the creation of a tender package. Actions associated with blind tendering are also recorded in the change history of the tender package. These include: Blind tendering bcbng turned on or off, and blind tendering managers bcbng assigned, removed or replaced. See Show or Hide Blind Tenders on a Tender Package.

Import Sections on Tender Forms (22/03/2024)

You can now import sections when importing tender forms to Procore. Sections are also useful if you want to send one tender form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items. See Import Tender Forms to the Tendering Tool.

Copy a tender Package (18/03/2024)

After you create a new tender package, you can copy tender forms from previous tender packages to the new one. You can choose which tender forms to copy, and if you want to copy both tenderers and line items to the new tender package. See Copy Tender Forms from a Previous Tender Package.

Note: This feature is only available for tender packages created after this date. 

Trade Filter (14/03/2024)

Two new filters are available for you to filter tender forms. You can now filter tender forms by 'Bid Form' and 'Directory Trade'. See Search for and Filter Companies to Add to a Tender Form.

Tender Form Sections (01/02/2024)

In projects using Tender Management Enhanced Experience, you can now add sections to tender forms. See Create a Tender Form

Sections provide greater flexibility and better organization for line items. Sections are also useful if you want to send one tender form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items. 

Note: This feature is only available for tender packages created after this date. 

Search Tenderers on a Tender Package (16/01/2024)

For projects using Tender Management Enhanced Experience, a search bar has been added to the Tendering tab of tender packages so that you can quickly find specific tenderers on your tender list. You can search by company name or tender recipient name, and partial searches are supported. See Filter and Sort Tendering Information

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

In projects 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 to a Tender Form.

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

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

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

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 bid forms and create bid forms from CSV imports. See Import Bid Forms to the Bidding ToolCreate a Bid Form, and Do I need to use cost codes on a bid form? 

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

You can now create multiple bid forms at once by filling out and uploading a CSV file template. See Import Bid Forms to the Bidding 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 Bid Form and Do I need to use cost codes on a bid form? This allows more flexibility for defining and controlling bid scope. 

Tender Management Enhanced Experience (27/03/2023)

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