Procore Estimating: Select from Multiple Customers for a Bid Export

Export Bids for Specific Customers

Procore Estimating has added a 'Customer' field to the 'Show Bid' page that allows you to easily select the customer you want to send a bid to. Instead of having to go back to the project's Details page to change the customer, you can now select a specific customer directly from the Show Bid page each time you export the bid. After a customer is selected, the name and contact information is automatically replaced for the bid export.

Steps

1. Navigate to the relevant project in Procore Estimating.
2. Click Estimating. 
3. Click Show Bid.
4. On the Bid Details section, scroll down to 'Customer Information'.
5. Click on the Customer field to view all available customers. 
6. Select the customer you want to export the bid for. 
   Note: The customer's name and contact information is automatically added to the Customer section of the bid. 
7. Click Select. 
8. When you are ready to export the bid, click Export Bid. 

See Also

• Generate Bid Estimates