Bidding (Project Level)
Procore’s Project level Bidding tool lets you solicit bids from the vendors stored in your Company level Directory tool. With the Bidding tool, you can create bid packages for your projects and send email invitations to your vendors. The email can include your bid documents in a downloaded package, or vendors can log into Procore to view the bid information. Vendors can also use the tool to submit bids using lump sum values, cost code level breakouts, and even by unit/quantity level breakouts.
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The following table highlights which user permissions are required to perform the described user action.
|Award a Winning Bid and Convert it into a Commitment|
|Configure Advanced Settings: Bidding|
|Create a Bid Package|
|Delete a Bid Package|
|Edit Bid Package|
|Export a Bid Package's Bid List to a PDF or CSV|
|Reinvite Users to Bid|
|Respond to Pre-Bid Questions|
|Retrieve a Bid Package from the Recycle Bin|
|Review Submitted Bids|
|Search for and Invite Bidders|
|Send a New Correspondence in the Bidding Tab|
|Update and Redistribute Bid Package|
|Update Bid Documents|
|Upload Bid Documents||n/a||n/a||n/a||n/a|
|Bidder actions in the Company level Planroom tab|
|Check the Status of your Bid||*||*||*|
|Download Bid Documents||*||*||*|
|Email Bid Documents||*||*||*|
|Indicate your Intention to Bid||*||*||*|
|Submit a Bid||*||*||*|
|Submit a Pre-Bid Question||*||*||*|
|Update a Submitted Bid||*||*||*|
* The following are actions done by subcontractors in the Planroom tab.
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
|Owner / Construction Manager|
Below are the notable changes to the project'sBidding tool.
Updated the project's Bidding tool to change the field names in create/edit bid package page as follows: (1) From "Instructions" to "Bidding Instructions," and (2) from "Invitation Email Text" to "Project Information."
Updated the Bidding tool to add a 'Company Name' filter to the Bid List.
Updated the Bidding tool to redesign the Invitation To Bid and Bid Reminder emails.
Updated the Bidding tool to add a new 'Pre-Bid RFI Information' section when Creating Bid Packages and Sending Invitation to Bid emails. Package creators can place a mark in the 'Enable' Pre-Bid RFI Deadline' checkbox to toggle the feature ON. When ON, the 'Pre-Bid RFI Deadline Date/Time' calendar and time controls let the creator specify the deadline. The default setting for the new checkbox is set to OFF.
Updated the Bidding tool to add a "Contact Details" section to the Invitation to Bid emails. This new section displays the Office Phone, Mobile Phone, and Email of the 'Admin' user that sent the bid package emails, as well as the Name and Address of the Company, Project Office, or Project Office Division (as selected in the Admin tool's Bidding Configuration page).
Updated the Bid List in the Bidding tool to add a modal that displays a recipient's contact information when hovering over a recipient name in the "Recipient List" column.
Updated the Bidding tool to add a 'Sealed Bid Package' option, which can be enabled per Bid Package by users with Admin-level Bidding permissions. When enabled, the feature blocks the ability for users without Admin-level Bidding permissions to submit bids electronically.
Updated the Bidding tool to have a company's default recipient(s) and cost code(s) appear in the Bid List when the company is added to a bid package. Previously the recipient(s) and cost code(s) only appeared after a company was invited to bid.
Updated the Bidding tool to add 'Company City', 'Company State', and 'Company Zip' columns and filters to the Bid List.
Updated the Bidding tool to add a 'Vendor Qualifications' filter to the Bid List.
Updated the Requisitions page so that if a user with 'Admin' level permission to the Bidding tool click the 'View' button, the Requisition Summary page appears. If the user clicks the 'Edit' button (which will always be visible to 'Admin' users), the Detail page appears. Users with 'Admin' level permissions will always be permitted to change the 'Status' and 'Invoice Number' for a requisition.
Updated the Bidding tool to show people's 'Mobile' phone numbers in the 'Recipient Phone List' column of the Bid List and the Bid List CSV/PDF exports.
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