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Procore (en-CA)

Edit Tenderers on the Tender Invitation

Objective

To edit tenderers on the tender invitations by removing or adding a different person from the company to receive tender invitations.

Things to Consider

  • Required User Permission:
    • 'Admin’ on the project’s Tendering tool.
  • Additional Information:
    • You cannot remove a whole company from the tender list if there are tenderers associated with the company in the Recipient List.
    • You can remove individuals from a company by replacing them with different users. 

Steps

  1. Navigate to the project's Tendering tool. 
  2. Locate the tender package that you want to modify. 
  3. Click View.
  4. Click Reinvite next to the company you want to remove a tenderer from.
  5. Click the X next to the user you no longer want invited to tender.

    remove-tenderer-from-invite.png
     
  6. Select the person you want to instead receive the tender invitation from the drop-down list.
  7. Click Resend Invitations.

See Also