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Download Bid Documents

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Objective

To download bid documents as a bidder using the company's Planroom tool.

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the company's Planroom tool.
  • Additional Information:
    • Bid documents are only available to those outside users who have been invited to bid on a project. 

Steps

There are two ways you can download the bid documents.

  1. From the Email Invitation
  2. From the Planroom tool in Procore

See the following sections which outline how to accomplish each of these.

From the Email Invitation

To download the bid documents for this project, simply click the download link in the "Invitation to Bid" email. 

from invite email - download bid docs.jpg

From the Planroom Tool 

  1. You may also download the documents from the Planroom in Procore. 
  2. Log in to Procore.
  3. Navigate to the Company level Planroom.
  4. Click on the bid package you would like to download the bid documents from.
    This reveals the bid package's Bid Sheet.
  5. Click the orange Bid Documents button in the top right corner.
    Note: If you are having problems, please see Why am I unable to download and open a .zip file?.

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.