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Procore

Update and Redistribute a Tender Package

 Legacy Content

If your project has been updated to Bid Management Enhanced Experience, see Edit a Bid Form and Resend Invitations to Bid

For more information on updating a bid package,  see Edit a Bid Package and Update Bid Documents.

Objective

Update and redistribute a tender package that has already been sent to tenderers. 

Things to Consider

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

Steps

  1. Navigate to the project's Tendering tool.
  2. Click View next to the tender package you want to redistribute.
  3. Click the Tenderers tab.
  4. To resend invitations, click the vertical ellipsis (⋮) drop-down menu at the top of the page.

    view-bidding-options-menu.png
  5. Click Resend Invitations. 
    Note: This will open a window that displays all of the tenderers in your package.

    OR
     
  6. To resend invitations to an individual bidder, click Reinvite next to the bidder's name.

    reinvite-bidders.png

    OR
  7. To resend invitations to multiple tenderers, mark the checkbox next to each tenderer's name.
  8. Click Bulk Actions.
  9. Select Invite Bidders.
    Note: Invitations will not be sent to Bidders with the Intent "Will not Bid". 

    bulk-invite-bidders.png
     
  10. To replace people from the invitation list, click Reinvite next to the tenderer's name.  
  11. Click the X next to the user's name.
  12. Select a new Person from the Recipients drop-down menu.
    Note: Users must be associated with the company name or cost code to be listed in the drop-down menu.
  13. Click Resend these invitations.
    Note: This will resend a similar bid invitation email as the one they initially received. For an example of this email, see Create a Bid Package.
  14. If you'd like to send your bidders an email explaining the change, see Send a New Correspondence in the Bidding Tool.