Submit a Bid
Welcome to Procore!
If you've been invited to bid on a project that's using Procore's construction management software, you'll receive an 'Invitation to Bid' email from Procore. See the Bid Invitation Email Overview section.
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Steps
Access Your Bid Sheet and Submit Your Bid
See the 'Invitation to Bid' Email Overview section for more information on viewing and submitting your bid from the 'Invitation to Bid' email.
- From the Invitation to Bid email, click View in Procore to log in and view the bid sheet.
Note: If this is the first time you've received an invitation to bid on a project using Procore, you'll be prompted to create a password for your account. Your email address will be used to log in. - If you're not automatically redirected, navigate to the company's Planroom tool. See Planroom for more information.
Note: The Planroom tool manages the bidding submissions and bid organization for the company to which you are submitting a bid. - From the Planroom tool, you'll see all the bid packages that you're invited to bid on. Click on a bid package to see the bid sheet, project, and bid information.
- In the banner on the Bid Sheet, select whether you intend to bid or not.
If you select that you plan on bidding, a 'Enter a Bid' button will become available. - Click Enter a Bid and fill out your bid information:
- Bid Sheet: Add an amount next to each line item in your bid. The 'Total' field automatically calculates the total of all amounts that you enter.
Note:- If the company who invited you to bid has updated their Procore account to the new Bid Management Enhanced Experience:
- Line items that you have been invited to bid on will show in the Base Bid and Alternates sections.
- Enter an amount for each line item in the Amount column.
- If the company is using the older bid management experience, you'll see a Scopes of Work section:
- Click Add Scope of Work and select a cost code from the drop-down menu.
- In the Amount column, enter an amount.
- Add additional scope of work as needed.
- If the company who invited you to bid has updated their Procore account to the new Bid Management Enhanced Experience:
- Inclusions: Enter any inclusions that may not be clearly stated in the related contract documents.
- Exclusions: Enter any exclusions that may not be clearly stated in the related contract documents.
- Comments: Optional: Add any comments you would like to send the company.
- Attachments: Optional: Add any relevant attachments to your bid sheet.
- Bid Sheet: Add an amount next to each line item in your bid. The 'Total' field automatically calculates the total of all amounts that you enter.
- Click Save for Later if you'd like to revisit your bid sheet at another time.
- When you're ready to submit your bid, click Submit Bid.
Note
You can also submit a bid by replying to the bid invitation email with one or more files attached to your email. After you send your bid submission, the bid solicitor will see that you submitted a bid and can review any files that were attached to your email.
The following file types are accepted: .pdf., doc, .docx, .xls, .xlsx, .zip, .ods, .odt, .fods, .fodt, and .txt.
'Invitation to Bid' Email Overview
See the sections below to learn more about the information and actions that are included on bid invitation emails sent from Procore.
Bid due date and InformationThe bid due date, company name, and project name are shown at the top of the email.
View or Download Bid DocumentsTo download the bid documents (including any specifications, drawings, and documents) for this project, click Download Documents. You can also open and download the documents by clicking View in Procore. See Download Bid Documents. Bid Submission via Email: You can choose to submit your bid without logging into Procore by replying to the email with an attachment.
State your intention to bidIf you want to bid on the project, but don't want to submit your bid at this time, click Will Bid. If you don't want to bid on the company's project, click Will Not Bid.
View Bid, project, and client DetailsThe project name, bid package name, and bid form name are shown in this section. You'll also see information about Procore and instructions for bidding.
Pre-bid walkthrough and RFI informationIf available, view the date and time for the pre-bid walkthrough and RFI deadline, as well as any relevant notes. Note: This section is optional for the bid solicitor. If no information was entered for a pre-bid site walkthrough or RFIs, you won't see this section.
View the Base BidView the cost codes or general items that you've been selected to bid on. When you log in to Procore, you can select additional cost codes and enter your bid for each cost code.
view bid package and submit in ProcoreTo view the bid package and submit your bid, click View bid Package & Submit Bid in Procore.
Optional: Join the Procore Construction NetworkIf you're interested in creating a free Procore account where you can manage your business profile, add estimates, and respond to bids, click Join Now. To learn more about the Procore Construction Network, click Learn More, or see What is the Procore Construction Network? |