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Procore (en-CA)

Update and Redistribute a Tender Package

Objective

Update and redistribute a Tender package that has already been sent to Tenderders. 

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

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

    reinvite-Tenderders.png

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

    bulk-invite-Tenderders.png
     
  10. To replace people from the invitation list, click Reinvite next to the Tenderder'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 Tender invitation email as the one they initially received. For an example of this email, see Create a Tender Package.
  14. If you'd like to send your Tenderders an email explaining the change, see Send a New Correspondence in the Tendering Tool.