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Support Home > Products > Procore > Procore User Guide > Company Level > Admin > Tutorials > Create a Custom Bid Email

Create a Custom Bid Email

Objective

To create a custom default bid email for your company.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's Admin tool.

Steps

  1. Navigate to the company's Admin tool. 
    This reveals the Company Settings page.
  2. Under Administrative Settings, click Bidding Configuration.
    The Default Company Bidding Configuration page appears. 
  3. Do the following:

    bidding-config-page.png
    • Project Information. Enter the text that you want to appear in the bidding invitation emails sent from your company account. The following text appears by default:
      [Your Company Name] would like to invite you to participate in the bidding process for this construction project by utilizing our Construction Project Management Software, “Procore.” Procore helps to streamline the bidding process by allowing bid invitee’s to download relevant bidding documents and submit their bids electronically. In this system, all electronic correspondence is tracked and archived, and bidders are provided with the most up to date information available for the project. We feel that this tool will simplify the bidding process for your project team by cutting down on the amount of filing and paperwork that typically accompanies bid management.
    • Bidding Instructions. Enter the text that you want to appear as the bidding instructions. The following text appears by default:
      If you need assistance accessing the bidding documents, please email Procore's customer support department at support@procore.com, and one of their support representatives will provide you with assistance. [Your Company Name] looks forward to the opportunity to work with your project team in our new bidding process.
    • Bid Submission Confirmation Text. Enter the text that you want to appear as the confirmation text for a bidding submission. This field is blank by default. 
    • Send Bid Documents From. Select Company or Project Office
    • Update Configuration for All Projects. Place a checkmark in this box to update your new bidding configuration settings to all of the projects in your company account. 
  4. Click Save Default Bid Package Settings to apply the new text to all future bid emails sent. (Note: See the screenshot at the bottom of Create a Bid Package for an example of how the text in the bid invitation email will appear in your bid invitation email.)
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