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Send a Message to Tenderers in Portfolio Financials

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 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To send a message to tenderers from a Tender Room in Portfolio Financials.

Background

After you have invited tenderers to a Tender Room in Portfolio Financials, you can send a message to them from the Tender Room. 

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' access must be on the Bid Room Team for the project. 

Video

 
  

Steps

You can send messages to a bidder who has not responded yet, or to all bidders at once. See the steps below:

To send a message to one bidder:

  1. Navigate to the relevant Bid Room. 
  2. Click the Manage Bids tab.
  3. Click the vertical ellipsis icon-ellipsis-vertical.png icon on the vendor's card.
  4. Click Send Message.
    send-a-message-to-a-tenderer.png
    Note: A blank message window and any previous conversation history with the vendor for this bid appears.
  5. Enter your message in the text box.
  6. Optional: Click the attachments attachments-icon-pfcp.png icon to add a file to your message. 
  7. When you are ready to send the message, click Send. 
    Note: The message is automatically recorded in the conversation history below the message box.

To send a message to all bidders:

  1. Navigate to the relevant Bid Room. 
  2. Click the Manage Bids tab.
  3. Click Send Message.
    Note: The number next to 'Send Message' indicates the number of vendors you are sending a message to. By default, all vendors will be selected.
  4. Enter your message.
  5. When you are ready to send the message, click Send Message.