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Procore

Review Submitted Tender

Objective

To review all submitted tender to decide who to award tender to. 

Things to Consider

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

Prerequisites

  • One or more tenderers must submit a tender to review. See Submit a Tender.

Steps

View Submitted Tenders

 Legacy Content

The steps in this section are for the Legacy tender management experience.

If your project has been updated to Bid Management Enhanced Experience, a 'Bid Submitted' filter can be applied through the Filters menu on the Bidding tab. See Filter and Sort Bidding Information. You can also compare all submitted bids on the Bid Leveling tab. Level Bids for a Bid Form.

  1. Navigate to the project's Tendering tool.
  2. Click View next to the tender package you want to view submitted tender for.
  3. Click the Tenderers tab. 
  4. Click Add Filter.
  5. In the Add Filter drop-down list, click Submission Status and then mark the Submitted checkbox in the secondary list. 

    submission status.jpg

    You will then see all submitted bids and their bid amount.
    Note: If you enabled blind bidding, you will not be able to see the bid amount until the bidding period is over.

View Tenders Submitted by Email

 Important

If a tenderer submitted their tender by replying to the invitation to tender email, you will need to review their submission in 'Attachments' section of their tenderer response page.

  1. Navigate to the project's Tendering tool.
  2. Click the Bidders tab.
    Bids submitted by email are automatically shown with a status of 'Bid Submitted' and have 'Bid submitted via email' written in the Last Activity column of the Bidders tab.
    bidding-submitted-by-email.png
  3. Click the tenderer's name to view their response page.
  4. Scroll to the Attachments section to see any files that the tenderer included in their email.
  5. Click on a filename to download and review the bid submission.
    bidding-download-emailed-attachment.png

See Also