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Add Bidders to a Bid Form

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 Note
The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.

 

 In Beta
Click to see steps to add bidders from the single contractor view.

Objective

To add bidders to a bid form in the Bidding tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Bidding tool.

Prerequisites

Video

 

Steps

Add Bidders from Single Contractor View

Beta
  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
  3. Across from the bid form you want to add bidders to, click the plus icon-plus-2.png icon.
    single contractor plus.png
    OR
    Click the bid form name.
    1. Click the Bidders tab.
    2. Click Add Bidders.
  4. Optional: Search for and Filter Companies to Add to a Bid Form.
  5. Optional: Click the Company name to view it's details.
     Note

    Depending on the company information, the following information is available:

    • Company Information from your directory is available by default.
    • Overview and Procore Activity tabs are available if the bidding company is a connected company, or you have the company's EIN or valid address in your company's Direcotry.
      Note: The Overview tab replaces the default company information section.
    • Qualifications are available if you use the COMPASS integration. See About the Bidding + COMPASS Integration.
  6. Mark the checkbox for the companies you want to add to the bid form.
  7. Decide when to invite bidders:
    • To add the bidders without sending an invitation, click Add Bidders.
    • To invite the bidders now:
      1. Click Send Invitations.
      2. Click Send to confirm sending the bid invitation email. 

Add from the Directory

  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
  3. Across from the bid form you want to add bidders to, click the plus icon-plus-2.png icon and select Directory.
    add-bidders-plus.png
    OR
    Click the bid form name.
    1. Click the Bidders tab.
    2. Click Add Bidders and select Directory.
  4. Optional: Search for and Filter Companies to Add to a Bid Form.
  5. Optional: Click the Company name to view it's details.
     Note

    Depending on the company information, the following information is available:

    • Company Information from your directory is available by default.
    • Overview and Procore Activity tabs are available if the bidding company is a connected company, or you have the company's EIN or valid address in your company's Direcotry.
      Note: The Overview tab replaces the default company information section.
    • Qualifications are available if you use the COMPASS integration. See About the Bidding + COMPASS Integration.
  6. Mark the checkbox for the companies you want to add to the bid form.
  7. Decide when to invite bidders:
    • To add the bidders without sending an invitation, click Add Bidders.
    • To invite the bidders now:
      1. Click Send Invitations.
      2. Click Send to confirm sending the bid invitation email. 

Add from the Procore Construction Network

 Limited Release

This feature is currently available in English for customers in the United States and Canada.

  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
  3. Across from the bid form you want to add bidders to, click the plus icon-plus-2.png icon and select Construction Network.
    OR
    Click the bid form name.
    1. Click the Bidders tab.
    2. Click Add Bidders and select Directory.
  4. Optional: Search for and Filter Companies to Add to a Bid Form.
  5. Optional: Click the Company name to view it's details.
  6. Mark the checkbox for the companies you want to add to the bid form.
  7. Decide when to invite bidders:
    • To add the bidders without sending an invitation, click Add Bidders.
    • To invite the bidders now:
      1. Click Send Invitations.
      2. Click Send to confirm sending the bid invitation email. 
 Note
Companies added from the Procore Construction Network are automatically added to your Directory. See What happens when companies and users are added from the Procore Construction Network to the Company Directory?

See Also