About Bid Management Enhanced Experience

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Details

• There can be multiple bid forms per bid package.
• You can preview the bid form before sending it out.
• Bidders will be able to add their own inclusions, exclusions, comments, and attachments to their bid submissions.
• If you create a new company on the Bidders tab, the contact will be added to the Company level Directory tool.
• You don't need to use cost codes for all line items, and can create plain text line items instead. See Do I need to use cost codes on a bid form?

Overview

When creating a new bid form, you can add line items and details to the 'Base Bid' and 'Alternates' sections on the Bid Form tab. All line items added to the Base Bid and Alternates sections will be sent to any bidders invited to the bid form.
Note: You can add additional sections to Base Bid and Alternates.

After filling out the necessary information, you can add bidders on the Bidders tab. See Find and Invite Bidders to a Bid Form.

Companies are pulled from the Company level Directory tool. If a company is not yet in the Directory tool, you can click Add Company on the Bidders tab to add them as a new contact. See Add a New Company to the Directory from the Bidding Tool and Add a New Contact to the Directory from the Bidding Tool.

When you are ready to invite the bidders to bid, you can click Invite from the drop-down menu or the 'Invite Outstanding Bidders' banner.

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Details

• You can level and compare bids after bids have submitted for a bid form.
• You can configure columns (choose from 3 different row heights and show or hide columns), and export the bid leveling data to a CSV file.

Overview

To begin comparing bids, click the Bid Leveling tab for the relevant bid form.

Bids are shown side by side, with the submitted values aggregated. Depending on the amount of data and the size of your browser window, you may need to scroll to the right to view additional data.

Click Configure Columns to choose which columns you want to see and also adjust the size if needed.

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Add Companies from the Directory

Similar to the original bid management experience, you can add companies from your Company level Directory tool and invite them to bid. See Add Bidders from the Directory to a Bid Form. You can add bidders from multiple areas of the Bidding tool: 

• While creating or editing a bid form, click Save and Add Bidders. See Create a Bid Form.
• From the 'Bidders' tab, click Add Bidders.
• From the 'Bidding' tab of the bid package, click the plus + icon on the right side.
  

If you want to add a new company to your Directory so that you can invite them to bid, you can click Add Company on the Add Bidders page. See Add a New Company to the Directory from the Bidding Tool and Add a New Contact to the Directory from the Bidding Tool.

Add Companies from the Procore Construction Network

As part of the new bid management experience, bid solicitors can search through the Procore Construction Network to find additional companies to invite to bid on a project. See Add Bidders from the Procore Construction Network.

Instead of only being able to invite contacts that already exist in your company's Directory in Procore to bid, you can discover and choose from thousands of companies across the Procore Construction Network.

Overview

• The following information is shown for each company, based on their information in the Construction Network: Primary Address, Doing Business As, Website, and Provided Services.
  
  
• You can use the search bar to find specific companies, and use the Filters option to filter results by the following details: Project Location, Provided Services, Company Type, and Construction Sector.
• Companies from the Procore Construction Network that you invite to bid will be added to the Company level Directory in Procore. You can choose to edit bid contacts in the Directory tool later if needed.

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