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Procore

Indicate Your Intention to Tender

Objective

To indicate your intention to place a tender on a project.

Background

When a general contractor invites you to tender, you will probably not know your tender amount right away. However, you will want to make sure the general contractor knows that you intend to tender on the project and are looking into gathering information. 

Things to Consider

  • Required User Permissions: None

Prerequisites

Steps

There are two ways you can indicate your intention to tender on a project.

  1. From the invitation email
  2. From the Planroom tool in Procore

From the Invitation Email

  1. Open the email you received inviting you to tender on a project.
  2. Click Yes or No under "Let [Name of Company that invited you] know if you intend to bid on this project"

    intend to bid.jpg
  3. You have indicated intent to bid on the package and can access the bid sheet by logging in.

    thank you yes bid.jpg

From the Planroom

  1. You may also indicate your intention to tender from the Planroom in Procore.
  2. Log in to Procore.
  3. Navigate to the Company level Planroom.
  4. Click on the tender package you would like to indicate your intention to tender on.
  5. Click the button I plan on bidding or Decline to bid in the banner at the top of the page. 

    intention to bid banner.jpg

Next Steps