Reinvite Users to Tender
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.
Prerequisites
Steps
- Navigate to the project’s Tendering tool.
- Click View next to the tender package you wish to re-invite a vendor to.
- 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.
- Add additional cost codes or recipients from the drop-down menu. By adding additional recipients, you are adding them to tender on the project.
- Click Resend Invitations.
Bulk Invite Tenderers
- Navigate to the project's Tendering tool.
- Click View next to the tender package you wish to re-invite multiple users to.
- Select which vendors you want to invite or re-invite by marking the checkbox at the beginning of the row.
- 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."
- Add additional cost codes or recipients from the drop-down menu. By adding additional recipients, you are adding them to tender on the project.
- Click Send these Invitations.