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Procore

Bidding

Solicit bids for projects while providing a central location for managing and viewing the status of all bids. Contractors can download bid packages from Procore and submit bids directly back into the system.

  • Create project bid packages that include plans, specifications, PDFs, and other pertinent files.
  • Submit bids for a project on behalf of a contractor.
  • Track the bidding status of your vendors or contractors and compare their bids side-by-side by cost code.
  • Use Procore's powerful search and filtering capabilities to quickly locate specific bids.
  • View all items for bid packages
  • Submit a bid
  • Download bid documents
 Note
Procore has introduced Bid Management Enhanced Experience, a streamlined experience for managing bids in the Bidding tool. See About Bid Management Enhanced Experience and What is the difference between the old and new bid management experience in the Bidding tool?

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Bid Management Enhanced Experience 
 
Create a Bid Package
 
Create Bid Forms
 
Invite and Manage Bidders
 
Bid Leveling
 
Award a Bid
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Bid Settings
 

Upload Bid Documents

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Submit a Bid

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Upload Bid Set of Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Update and View a Bid Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Preconstruction - Invite Bidders to Bid

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Upload Bid Set of Specifications

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Upload Bid Set of Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Create a Bid Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Invite Bidders to Bid

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - Submit a Bid

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Configure Bid Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Update and View a Bid Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Preconstruction - Create a Bid Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Preconstruction - Update and View a Bid Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Preconstruction - Upload Bid Documents

 

Specialty contractor as Client - Upload Bid Documents

 
Create a Bid Package
 
Create Bid Forms
 
Create a Bid Package
 
Create Bid Forms
 
Bid Management Enhanced Experience 
 
Create a Bid Package
 
Create Bid Forms
 
Invite and Manage Bidders
 
Bid Leveling
 
Award a Bid
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Bid Settings
 

Upload Bid Documents

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Submit a Bid

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Upload Bid Set of Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Update and View a Bid Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Preconstruction - Invite Bidders to Bid

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Upload Bid Set of Specifications

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Upload Bid Set of Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Create a Bid Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Invite Bidders to Bid

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - Submit a Bid

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Configure Bid Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty contractor as Client - Update and View a Bid Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Preconstruction - Create a Bid Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Preconstruction - Update and View a Bid Package

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Preconstruction - Upload Bid Documents

 

Specialty contractor as Client - Upload Bid Documents

 

Bidding

 

 

 

Configure Advanced Settings: Bidding
Configure Advanced Set...

 

Upload Bid Documents
Upload Bid Documents

 

Create a Bid Package
Create a Bid Package

 

Add Vendors to Company Directory
Add Vendors to Company...

 

Search for and Invite Bidders
Search for and Invite...

 

Add New Companies and Contacts*
Add New Companies and...

 

Respond to Pre-Bid Questions
Respond to Pre-Bid Qu...

 

Send Correspondences
Send Correspondences

 

Update Bid Documents
Update Bid Documents

 

Re-Invite Users to Bid
Re-Invite Users to Bi...

 

Review Submitted Bids
Review Submitted Bids
Awarded Project?
Awarded Project?

 

Approve and Sign a Commitment Contract
Approve and Sign a Co...

 

Submit Pre-Bid Question
Submit Pre-Bid Questi...

 

Indicate your Intention to Bid
Indicate your Intenti...

 

Download Bid Documents
Download Bid Document...

 

View Bid Package
View Bid Package

 

Receive Bid Invitation Email?
Receive Bid Invitatio...

 

Submit a Bid
Submit a Bid

 

Update a Submitted Bid
Update a Submitted Bi...

 

Check Status of Bid
Check Status of Bid

 

Awarded Bid?
Awarded Bid?
LEGEND
LEGEND
Bid Manager
Bid Manager
Bidder
Bidder
Procore Admin
Procore Admin
*Need to have Directory Admin permissions
*Need to have Directory...
Outside Bidding tool
Outside Bidding tool

 

Award Winning Bid and Convert to Subcontract
Award Winning Bid and...

 

Award Winning Bid and Convert to Purchase Order
Award Winning Bid and...

 

END
END
START
START

Bidding

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a New Company to the Directory from the Bidding Tool       icon-mindtouch-table-check.png 1
Add a New Contact to the Directory from the Bidding Tool       icon-mindtouch-table-check.png 1
Add Bidders from the Directory to a Bid Form       icon-mindtouch-table-check.png
Add Bidders from the Procore Construction Network to a Bid Form       icon-mindtouch-table-check.png
Add Notes to the Bid List    icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ 2 icon-mindtouch-table-check.png 
Award a Winning Bid and Convert it into a Purchase Order        icon-mindtouch-table-check.png
Award a Winning Bid and Convert it into a Subcontract       icon-mindtouch-table-check.png
Configure Advanced Settings: Bidding       icon-mindtouch-table-check.png
Copy Bid Forms from a Previous Bid Package       icon-mindtouch-table-check.png
Create a Bid Form       icon-mindtouch-table-check.png
Create a Bid Package       icon-mindtouch-table-check.png
Delete a Bid Form       icon-mindtouch-table-check.png
Delete a Bid Package       icon-mindtouch-table-check.png
Edit a Bid Form       icon-mindtouch-table-check.png
Edit a Bid Package       icon-mindtouch-table-check.png
Export a Bid Package's Bid List to a PDF or CSV       icon-mindtouch-table-check.png
Filter and Sort Bidding Information       icon-mindtouch-table-check.png
Import Bid Forms to the Bidding Tool       icon-mindtouch-table-check.png
Invite Bidders       icon-mindtouch-table-check.png
Level Bids for a Bid Form       icon-mindtouch-table-check.png
Preview a Bid Form       icon-mindtouch-table-check.png
Reinvite Users to Bid       icon-mindtouch-table-check.png
Resend Invitations to Bid       icon-mindtouch-table-check.png
Respond to Pre-Bid Questions       icon-mindtouch-table-check.png
Retrieve a Bid Package from the Recycle Bin       icon-mindtouch-table-check.png
Review Submitted Bids       icon-mindtouch-table-check.png
Search for and Filter Companies to Add to a Bid Form       icon-mindtouch-table-check.png
Search for and Invite Bidders       icon-mindtouch-table-check.png
Send a New Correspondence in the Bidding Tool       icon-mindtouch-table-check.png
Soft Award a Bid       icon-mindtouch-table-check.png
Update and Redistribute Bid Package       icon-mindtouch-table-check.png
Update Bid Documents        icon-mindtouch-table-check.png 3
View a Bid Form       icon-mindtouch-table-check.png
View and Manage Bidders on a Bid Form       icon-mindtouch-table-check.png
View a Bid Package    icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4 icon-mindtouch-table-check.png 4
Tasks Performed by Bidders in the Planroom Tool 5 None Read Only Standard Admin
Check the Status of your Bid  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Download Bid Documents icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Indicate your Intention to Bid  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Bid  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Submit a Pre-Bid Question  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Update a Submitted Bid   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1  Users must also have 'Admin' level permission to the Project level Directory tool to complete this function.
Note: In projects updated to Bid Management Enhanced Experience, this action can also be performed by users with 'Read Only' or higher permissions to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions.

2  Users with 'Standard' level permission can view Bid Notes by default.

3  Users must also have 'Read Only' or higher permissions to the Documents, Drawings, or Specifications tools. Users can only view and update items that they have access to. 

4  Users with 'Read Only' or higher level permissions to the project's Bidding tool AND added to the Bidding CC Group can complete this function. 

5  These tasks are performed by bidders using the Company level Planroom tool. See Planroom.

Below are the notable changes to the project's Bidding tool.

 

Recent Changes

Copy a bid Package (03/18/2024)

After you create a new bid package, you can copy bid forms from previous bid packages to the new one. You can choose which bid forms to copy, and if you want to copy both bidders and line items to the new bid package. See Copy Bid Forms from a Previous Bid Package.

Trade Filter (03/14/2024)

Two new filters are available for you to filter bid forms. You can now filter bid forms by 'Bid Form' and 'Directory Trade'. See Search for and Filter Companies to Add to a Bid Form.

Bid Form Sections (02/01/2024)

In projects using Bid Management Enhanced Experience, you can now add sections to bid forms. See Create a Bid Form

Sections provide greater flexibility and better organization for line items. Sections are also useful if you want to send one bid form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items. 

Note: This feature is only available for bid packages created after this date. 

Search Bidders on a Bid Package (01/16/2024)

For projects using Bid Management Enhanced Experience, a search bar has been added to the Bidding tab of bid packages so that you can quickly find specific bidders on your bid list. You can search by company name or bid recipient name, and partial searches are supported. See Filter and Sort Bidding Information

Invite Paying Procore Customers to Bid Using the Procore Construction Network (12/04/2023)

In projects using the new Bid Management experience, you can now invite paying Procore companies to bid, giving you access to even broader collaborator network. See Add Bidders from the Procore Construction Network to a Bid Form.

Flexible Response types for Bid Forms (10/09/2023)

Instead of being restricted to one accounting method for an entire bid package, you now have the flexibility to choose an accounting method for each line item in the new 'Field Response Type' column on bid forms. See Create a Bid Form

As part of this release, new projects using Bid Management Enhanced Experience no longer have separate accounting method settings for bid packages. See How do I set the accounting method for bids?

General Items and CSV Import Features now available for ERP Integrated Accounts (09/13/2023)

Users in accounts that are ERP integrated can now add general items to bid forms and create bid forms from CSV imports. See Import Bid Forms to the Bidding ToolCreate a Bid Form, and Do I need to use cost codes on a bid form? 

Create Bid Forms from a csv import (08/03/2023)

You can now create multiple bid forms at once by filling out and uploading a CSV file template. See Import Bid Forms to the Bidding Tool. You can choose to download a template with cost codes, or a blank template without cost codes. 

Add General Items to a Bid Form (06/22/2023)

You can now add general items without cost codes by using the new 'Plain Text' option for line items. See Create a Bid Form and Do I need to use cost codes on a bid form? This allows more flexibility for defining and controlling bid scope. 

Bid Management Enhanced Experience (03/27/2023)

Procore has officially released Bid Management Enhanced Experience, a streamlined experience for managing bids in the Bidding tool. See About Bid Management Enhanced Experience. This experience includes features such as bid forms, bid leveling, and an integration with the Procore Construction Network.