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Procore (en-CA)

Send Bulk Correspondences

Objective

To send bulk correspondences to a few, many or all contacts in the Tender List.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project's Tendering tool.
  • Additional Information:
    • Invited tenderers who have indicated that they "Will Not Tender" will not be sent communications.

Steps

  1. Navigate to the project's Tendering tool. 
  2. Select the tender package for which you want to send a new communications.
  3. Select which companies you want to send communications to by marking the checkbox at the beginning of the row.
  4. In the Bulk Actions drop-down, select Send Correspondences

    send-bulk-correspondences.png
     
  5. On the New Communications page, enter the following:
    • Subject: Enter the subject of the communications.
    • Attachments: Select any relevant attachments.
      Note: Tender documents will be automatically attached to each communications.
    • Message: Enter any text for the communications.
  6. Click Send