Add Tenderers to a Tender Form

Objective

To add tenderers to a tender form in the Tendering tool.

Required User Permissions:
- 'Admin' level permissions on the project's Tendering tool.

You can add companies to a tender form from the Directory or the Procore Construction Network:

If you have just finished creating a tender form, you can click Save and Add Tenderers instead of the first steps below.

Navigate to the project's Tendering tool.
Open the tender package.
Across from the bid form you want to add bidders to, click the plus icon and select Directory.
Note: You can also access the 'Add Bidders' button from the 'Bidders' tab when viewing a bid form. See View a Bid Form. If you previously added any bidders, the 'Add Bidders' button shows at the top of the page.
Use the Search bar and Filters menu to find existing companies from the Company level Directory tool. See Search for and Filter Companies to Add to a Bid Form.
Note: If you are a Company Admin and want to add a new company to invite to bid, click Add Company. See See Add a New Company to the Directory from the Bidding Tool.
Mark the checkbox next to each company you want to add to the tender form.
Decide if you want to invite the tenderers now or later:
- To add the tenderers without sending an invitation, click Add Tenderers.
  The companies are automatically added to the Tenderers tab of the tender form. They are referred to as 'outstanding tenderers' until you invite them.
- To invite the tenderers now:
  1. Click Send Invitations.
  2. Click Send to confirm sending the tender invitation email.

If you have just finished creating a tender form, you can click Save and Add Tenderers instead of the first steps below.

Navigate to the project's Tendering tool.
Open the tender package.
Across from the bid form you want to add bidders to, click the plus icon and select Construction Network.

Note: You can also access the 'Add Bidders' button from the 'Bidders' tab when viewing a bid form. See View a Bid Form. If you previously added any bidders, the 'Add Bidders' button shows at the top of the page.
The following details are shown for each company based on their information in the Construction Network:
- Primary Address
- Doing Business As
- Website
- Provided Services
- Company Type
- Construction Sector.
Use the search bar and filters to narrow down your results as necessary:
- You can filter by the following parameters:
  - Project Location (City, State)
  - Provided Services
  - Company Type
  - Construction Sector
  - Business Classification
To view all available details for a company, click the company name.
After reviewing companies, mark the checkbox next to each company that you want to invite to bid.
Note: You can only add 25 bidders at one time.
Click Add Tenderers.
A message is shown asking you to confirm that the companies will be added to your Company level Directory.
Click Add Tenderers to confirm.
The companies and Tender Contacts are added to your tender form and Company level Directory.