tendering common questions

Last updated
Save as PDF

How do I opt in to the new Tender Management experience?
What is the difference between the old and new Tender Management experience?

How do I opt in to the new Tender Management Experience?

You can enable the new experience on a project-by-project basis, or for all projects in your account. See How do I update to the new Tendering experience?

What is the difference between the old and new Tender Management experience?

Feature Comparison

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:

Action	Legacy Experience	Enhanced Experience
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 Bids (Bid Leveling)
Resend a Tender Invitation to an Individual Tender Recipient
Download Bid Attachments from 'Bidders' Table
Inline Edit Bid 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

Process Changes

The table below describes processes that have changed or are completed in other areas of the tool. All other processes remain the same.

Action	Legacy Experience	Enhanced Experience
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 Bidders' button is available after creating the bid form. You can also add bidders from the 'Bidders' tab of the bid form, and the 'Bidding' tab of the bid 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 bidder 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 bid recipients and add new contacts when inviting, adding bidders, 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 Bid Sheet tab.	Click the bidders name from the table on the 'Bidding' or 'Bidders' tab to open the Bid 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 bid recipient and resend the invitation to them.