Submit a Bid

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. 

1. 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. 
2. 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.
3. 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. 
4. 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. 
5. 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:
       1. Line items that you have been invited to bid on will show in the Base Bid and Alternates sections.
       2. 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:
       1. Click Add Scope of Work and select a cost code from the drop-down menu. 
       2. In the Amount column, enter an amount. 
       3. Add additional scope of work as needed. 
   • 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.
6. Click Save for Later if you'd like to revisit your bid sheet at another time.
7. 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.