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Procore

Soft Award a 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 award a tender in Procore without converting it to a contract. 

Background

When you select a bid to award, you have the option to convert it to a subcontract or purchase order. See Award a Bid and Convert it to a Subcontract or Purchase Order. If you do not use Procore's financial tools, or do not want to create a contract yet, you can "soft award" a bid by setting the status to 'Awarded'. 

Things to Consider

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

Prerequisites

  • At least one (1) tender must be submitted from an invited tenderer. 

Steps

  1. Navigate to the project's Tendering tool.
  2. Open the tender package. 
  3. On the 'Bidding' tab, find the bidder you want to award.
  4. In the 'Bid Status' column, click the drop-down menu and select Awarded. 
    bid-status-awarded.png

See Also