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Procore

View and Manage Tenderers on 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 and manage tenderers on a tender form.

Things to Consider

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

Steps

  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
    This opens the Tendering tab. You can also click View Tender Forms and select a specific tender form to view. 
  3. The following actions are available:

View Tenderer Information

  • The following information is shown for each company: Tenderer, Tender Status, Tender Amount, Tender Recipients, Notes, and Last Activity.
  • To view the company's tender (if submitted), click the company's name. 
  • To view the tender recipients and their contact information, click the person icon-person.png icon in the 'Bid Recipients' column.
    Note: If there is no designated recipient, no information will be displayed.
  • To view the company's information, click the info icon-info3.png icon on the right side of the table.
    This opens a side panel that shows information for the company from the Company level Directory tool. 
  • To go to the company's page in the Company level Directory tool (in a new tab):
    1. Hover over the company's row in the table.
    2. Click the vertical ellipsis icon-ellipsis-vertical.png icon and select Company Directory.

Export a tenderer's tender

  1. Hover over the tenderer's row in the table.
  2. Click the vertical ellipsis icon-ellipsis-vertical.pngicon.
  3. Click Export CSV or Export PDF.

Add Tender Recipients

  1. In the Tender Recipients column, click the person icon-person.png icon.
  2. Click Tender Recipients
    This opens a side panel for adding recipients.
  3. Select one or more recipients.
    Note: You can also click New Contact to add a new contact to the company. This will also add them to the Directory.
  4. To add the recipient and send an invitation, click Send.

Remove Tender Recipients

  1. In the 'Bid Recipients' column, click the person icon-person.png icon.
  2. Next to the recipient you want to remove, click the delete icon-delete-bid-recipient.png icon.

Resend an Invitation

  1. In the 'Bid Recipients' column, click the person icon-person.png icon.
  2. To resend the invitation to tender, click the invitation icon-invitation.png icon.

See Also