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Add Bidders to a Bid Form

  1. Last updated
    Mar 28, 2025
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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.

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

You can add companies to a bid form from the Directory or the Procore Construction Network:

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. Mark the checkbox for the companies you want to add to the bid form.
  6. 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

 Note
The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.
Limited Release
The Procore Construction Network is currently available in English in the Canada and the United States.
  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. Mark the checkbox for the companies you want to add to the bid form.
  6. 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. 

See Also