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Procore

Add Notes to the Bid List

Objective

To add notes to the bid list. 

Things to Consider

  • Required User Permission:

Steps

  1. Navigate to your project's Bidding tool. 
  2. Click View next to bid package you want to add notes to.
  3. In the row of the company you want to add a note to, hover in the Notes column and click the + button that appears. 

    add-notes-to-bid-list.png
     
  4. Type in the text you want entered as the note. To save the note, click out of the text box or press ENTER on your keyboard. You can add as many notes as you want, and will be sorted in order of most recent. 

See Also

If you would like to learn more about Procore’s bidding software and how it can help your business, please visit our construction bidding software product page here.