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Procore (en-CA)

Send a New Correspondence in the Tendering Tool

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Objective

To send a new correspondence from the project's Tendering tool to notify your tenderers of addendums or other changes to a tender package's information.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Tendering tool.
  • Additional Information:
    • In Procore, a correspondence is an addendum or email to your invited tenderers.
    • You don't necessarily have to attach any new documents or drawings to the tender set if you've already updated the set in your tender folder in the project's Documents tool. The new set of tender documents in the Documents will be available to them automatically using the download/view online link.

Steps

  1. Navigate to the project's Tendering tool.
  2. Click View next to the tender package you want to send a new correspondence for.
  3. Navigate to the Correspondence tab. 
  4. Click Add New Correspondence. 
    add-new-tender-correspondence.png
  5. Fill out the fields described below.
    • BCC: This section will automatically populate with all invited tenderers who are on the 'Recipient List' unless they have indicated that they "Will Not Tender". You can delete any users by clicking on the red X icon. However, you can only add contacts who have been invited to tender on this tender package.
    • Subject: This is the subject of the email.
    • Attachments: Attach any relevant files to this correspondence by clicking Attach File(s), or by dragging and dropping them from your computer.
      Note: The tender package's Tender documents will be automatically attached to every correspondence.
    • Message: Include a message for the correspondence 
  6. Review your correspondence and click Send.
    Notes:
    • This will send an email with your message, attachments and subject to the users in the BCC list.
    • Any users you send this message to will not see the other contacts you've sent the correspondence to.
    • Any users you send this message to will not be able to reply to the correspondence email.

See Also