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Procore

View a Tender Form

 Note
The content below describes functionality that is part of the new Tender Management Enhanced Experience. See About Tender 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.
  4. Click the tender form that you want to view.
    The details of the tender form are shown on the 'Bid Form' tab.view-bid-form.png
    The following actions are also available:
    • To resize columns, click the vertical ellipsis icon-ellipsis-vertical.png icon in the 'Items' or 'Description' column and select from the following options:
      • Pin Column
      • Autosize This Column
      • Autosize All Columns
      • Reset Columns
    • To see how the tender form will look to tenderers, click Preview. See Preview a Tender Form.
    • To view the tenderers who were added to this tender form, click the Tenderers tab.
    • To compare tenders that have been received for the tender form, click the Tender Leveling tab. See Level Tenders for a Tender Form.

See Also