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Procore (en-CA)

Send a Message to Bidders in Portfolio Financials

 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 bidders from a Bid Room in Portfolio Financials.

Background

After you have invited bidders to a Bid Room in Portfolio Financials, you can send a message to them from the Bid 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 on the vendor's card.
  4. Click Send Message.
    send-a-message-to-a-bidder.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.