Send a Message to Tenderers 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 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.
- 'Limited' access to the project or higher.
Prerequisites
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:
- Navigate to the relevant Bid Room.
- Click the Manage Bids tab.
- Click the vertical ellipsis
icon on the vendor's card.
- Click Send Message.
Note: A blank message window and any previous conversation history with the vendor for this bid appears. - Enter your message in the text box.
- Optional: Click the attachments
icon to add a file to your message.
- 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:
- Navigate to the relevant Bid Room.
- Click the Manage Bids tab.
- 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. - Enter your message.
- When you are ready to send the message, click Send Message.