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Procore

View a Tender Form

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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 view a tender form for a tender package.

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. Open the tender package.
    This opens the Tendering tab. 
  3. Click View Tender Forms.
    All tender forms are shown in the left side panel.view-bid-forms.png
  4. Click the tender form that you want to view.
    The details of the tender form are shown on the 'Bid Form' tab.
  5. The following actions are also available:
    • To adjust a column width, hover over the line between columns and click and drag to resize.
    • To expand or collapse a section, click the arrow for that section. 
    • To see how the bid form will look to bidders, click Preview. See Preview a Bid Form.
    • To view the tenderers who were added to this tender form, click the Tenderers tab.
    • To compare bids that have been received for the bid form, click the Bid Leveling tab. See Level Bids for a Bid Form.

See Also