Skip to main content
Procore

Send a Message to Tenderers in Portfolio Financials

 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 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 Tender Room Team for the project. 

Video

 
 

Steps

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

To send a message to one tenderer:

  1. Navigate to the relevant Tender Room
  2. Click the Manage Tenders 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-bidder.png
    Note: A blank message window and any previous conversation history with the vendor for this tender 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 tenderers:

  1. Navigate to the relevant Tender Room
  2. Click the Manage Tenders 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.