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Procore

Bidding: New Planroom Experience

 

Released: August 9, 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.

Have questions or want to submit feedback on the new Planroom experience? Email us at planroom@procore.com.

Demo

Here's 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.

 

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