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Procore

Resend Invitations to Tender

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 Note
The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.

Objective

To resend a invitations to tender.

Things to Consider

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

Steps

Resend an Invite to a Recipient

If you previously invited a company and a new recipient has been added, you can send the invitation to that individual instead all tender recipients for the company.  

  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
    This opens the Tendering tab. 
  3. Find the company you want to resend a tender invitation to. 
  4. In the 'Bid Recipients' column, click the person icon-person.png icon.
  5. Next to the recipient you want to send the invitation to, click the invitation icon-invitation.png icon.
    The invitation is automatically sent.

Resend all Invitations

An invitation can be resent to all previously invited tenderers, excluding those with a 'Will Not Tender' status.

  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
    This opens the Tendering tab. 
  3. Click Invite and select Resend Invitations. 

See Also