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Procore

Bidding: Coming Soon! New Planroom Experience

PreRelease Documentation Disclaimer

This documentation details prerelease software. Its accuracy and reliability is not guaranteed by Procore Technologies, Inc. and it is subject to change without notice. It is being provided online for preliminary evaluation prior to an upcoming release. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

Released: June 29, 2018

Bidding: New Planroom Experience

We improved the Planroom experience by upgrading the design and adding new features! 

Some exciting new features include:

  • Adding a scope of work to the Bid Sheet.
  • Deleting cost codes from the Bid Sheet that are not part of the original scope of work.
  • Saving the information you enter on the Bid Sheet for later.

Demo

Here's a sneak peek of the Planroom's newly designed Bid Sheet!

planroom 3.jpg


Users asked to bid will be automatically directed to their bid sheet once they log in from their bid email.

do you plan to bid 3.jpg


Once a user selects that they intend to bid from either their bid email or from the banner on the bid sheet, the button to Enter a Bid will change to orange and become active.


enter a bid 3.jpg

Clicking the orange Enter a Bid button will open a new Bid window where you will enter your bid information. In the Bid window, you can add a scope of work, delete cost codes that are not part of the original scope of work, and save your information for later.

create new bid 3.jpg

Then, once you have finalized your bid, click Submit Bid.

 

See Also

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