If you have just finished creating a bid form, you can click Save and Add Bidders instead of the first steps below.
Navigate to the project's Bidding tool.
Open the bid package.
Across from the bid form you want to add bidders to, click the plus icon and select Directory. Note: You can also access the 'Add Bidders' button from the 'Bidders' tab when viewing a bid form. See View a Bid Form. If you previously added any bidders, the 'Add Bidders' button shows at the top of the page.
Mark the checkbox next to each company you want to add to the bid form.
Decide if you want to invite the bidders now or later:
To add the bidders without sending an invitation, click Add Bidders.
The companies are automatically added to the Bidders tab of the bid form. They are referred to as 'outstanding bidders' until you invite them.
To invite the bidders now:
Click Send Invitations.
Click Send to confirm sending the bid invitation email.
Add from the Procore Construction Network
Tip
If you have just finished creating a bid form, you can click Save and Add Bidders instead of the first steps below.
Navigate to the project's Bidding tool.
Open the bid package.
Across from the bid form you want to add bidders to, click the plus icon and select Construction Network. Note: You can also access the 'Add Bidders' button from the 'Bidders' tab when viewing a bid form. See View a Bid Form. If you previously added any bidders, the 'Add Bidders' button shows at the top of the page.
The following details are shown for each company based on their information in the Construction Network:
Primary Address
Doing Business As
Website
Provided Services
Company Type
Construction Sector.
Use the search bar and filters to narrow down your results as necessary:
You can filter by the following parameters:
Project Location (City, State)
Provided Services
Company Type
Construction Sector
Business Classification
To view all available details for a company, click the company name.
After reviewing companies, mark the checkbox next to each company that you want to invite to bid. Note: You can only add 25 bidders at one time.
Click Add Bidders.
A message is shown asking you to confirm that the companies will be added to your Company level Directory.
Click Add Bidders to confirm.
The companies and Bid Contacts are added to your bid form and Company level Directory.