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Export a Bid from a Bid Board Project

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 For Procore customers in the United States

flag-us.png  When your company applies the 'Owners English' or 'Specialty Contractors English' point-of-view dictionary, you'll see different tool names and term changes in the user interface. Learn how to apply the dictionary options. 

  • To learn the differences: Show/Hide      

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Construction Takeoff and Estimating. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. 

      General Contractors

      English (United States) - Default

      Owners

      English (Owner Terminology V2)

      Specialty Contractors

      English (Specialty Contractor Terminology)
      Bid Board Portfolio Planning Bid Board
      Due Date LOI Expiration Date Due Date
      Estimator Developer Agent Estimator
      Name Opportunity Name Name
      Total Sales Feasibility Cost Total Sales

Objective

To export a project's bid in a Bid Board project.

Things to Consider

Steps

  1. Navigate to the company's Bid Board tool and select the project.
    OR
  2. Navigate to the project's Estimating tool.
  3. Click the Bid tab.
  4. Cick the Export drop-down menu.
  5. Select one of the following options:
    • Save as PDF
    • Save to Word
    • Send by Email