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Procore (en-CA)

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:
    • 'Full access' to the project or higher.

Steps

You can send messages to an individual tenderer who has not responded yet or all tenderers. See steps for the following:


Send a Message to One Tenderer

  1. Navigate to your account's Tender Rooms.
    tender-rooms.png
  2. Click the name of the Tender Room. 
  3. Click Manage Tender.
  4. Click the vertical ellipsis icon on the vendor's card.
  5. 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 tender appears.
  6. Enter your message in the text box.
  7. Optional: Click the attachments attachments-icon-pfcp.png icon to add a file to your message. 
  8. When you are ready to send the message, click Send
    Note: The message is automatically recorded in the conversation history below the message box.
     

Send a Message to All Tenderers

  1. Navigate to your account's Tender Rooms.
    tender-rooms.png
  2. Click the name of the Tender Room. 
  3. Click Manage Tender.
  4. 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.
  5. Enter your message.
  6. When you are ready to send the message, click Send Message.