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Edit the 'Invitation to Tender' Email in Portfolio Financials

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 Note
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

Objective

To edit the 'Invitation to Tender' email for a Tender Room in Portfolio Financials.

Background

When inviting tenderers, Procore automatically generates a pre-formatted invitation email with details from the Tender Room. Before inviting tenderers, you have the opportunity to edit the message. 

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' access must be on the Tender Room Team for the project. 
  • Additional Information:
    • Any changes to the email must be made before you send out the invitations to tender.

Prerequisites

Steps

  1. If you are in the process of inviting tenderers after publishing a Tender Form, click Invite Tenderers and continue to Step 2.
    OR
    If you are inviting additional tenderers, click Invite More Tenderers on the Manage Tenders tab. 
  2. Select the tenderers you want to invite.
  3. Click Continue.
  4. Click into the Subject or Body fields of the email to edit the text.
  5. When you are done updating the email and are ready to send the invitation email to the selected tenderers, click Send Invitations to Tender.