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Procore

Download Bid Documents

Objective

To download bid documents as a bidder using Procore's Planroom tool.

Things to Consider

  • Required User Permissions: 'Read-only' and above standards on Procore's Planroom tool.
  • Bid documents are only available to those outside users who have been invited to bid on a project. 

Steps

There are two ways you can download the bid documents.

  1. From the invitation email
  2. From the Planroom tool in Procore

See the following sections which outline how to accomplish each of these.

From the Invitation Email

  1. To download the bid documents for this project, simply click the download link in the "Invitation to Bid" email. 

    download files from invite email.jpg

From the Planroom

  1. You may also download the documents from the Planroom in Procore. 
  2. Log in to Procore.
  3. Navigate to the Company level Planroom.
  4. Click on the bid package you would like to download the bid documents from.
    This reveals the bid package's Bid Sheet.
  5. Click the orange Bid Documents button in the top right corner.
    (Note: If you are having problems, please see "Why am I unable to download and open a .zip file?" in the See Also section below.

See Also

 

 

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