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Procore (en-CA)

Reinvite Users to Tender

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Objective

To re-invite a vendor to tender on your project.

Background

Vendors are now able to be re-invited directly from the tender list screen. This feature can be used to resend an invite to a vendor who has misplaced theirs or to change the divisions the vendor was invited to tender on.

Things to Consider

  • Required User Permissions:
    • Admin’ level permissions on the project’s Tendering tool.

Steps

  1. Navigate to the project’s Tendering tool.
  2. Click View next to the tender package you wish to re-invite a vendor to. 
  3. Click Reinvite next to the vendor you wish to re-invite to tender.
    Note: This sends an email that re-invites them to tender on your project in Procore.

    reinvite-tenderers.png
     
  4. Add additional cost codes or recipients from the drop-down menu. By adding additional recipients, you are adding them to tender on the project.
  5. Click Resend Invitations.

Bulk Invite Tenderers

  1. Navigate to the project's Tendering tool.
  2. Click View next to the tender package you wish to re-invite multiple users to.
  3. Select which vendors you want to invite or re-invite by marking the checkbox at the beginning of the row.
  4. From the Bulk Actions drop-down menu, select Invite tenderers.
    Note: Invitations will not be sent to tenderers with the status of "Will Not Tender."

    bulk-reinvite-tenderers.png
     
  5. Add additional cost codes or recipients from the drop-down menu. By adding additional recipients, you are adding them to tender on the project.
  6. Click Send these Invitations.