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Procore

Join the Open Beta for Bid Leveling

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Background

With Bid Leveling in the Bidding tool, you can easily compare bids side-by-side. Quickly see which bid is the most competitive without having to open each bid individually.

Key Features

With the Bid Leveling feature in the Bidding tool, you can:

  • Compare bids side-by-side to quickly identify missing and excluded line items.
  • See the bid recipient's contact information so you can reach out to discuss the project scope.
  • Plug and adjust bids to compare them.
  • Find the lowest qualified bidder for each trade.
  • Track changes in a bid from submission to contract.
  • View the bidder's qualifications.
  • Export bids, award bidders, and convert bids into contracts.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company Directory tool.
       
  • Additional Requirements:
    • Your company must have an active subscription to Procore Bidding.
    • Your projects must also be upgraded to Enhanced Bidding.

Steps

Join the Beta

  1. Navigate to the Project Bidding tool.
  2. Click Review Terms in the Open Beta banner at the top of the page.
  3. Read through the agreement and mark the checkbox if you agree with the terms.
  4. Click Accept Terms.
  5. A green banner will appear if the beta has been successfully enabled.
    If not, a red banner will appear suggesting you refresh the page and try again.
Example

bid-leveling-beta-banner.png

bid-leveling-beta-agreement.png


bid-leveling-beta-green-banner.png

Collecting Feedback

Feedback can be submitted by using the in-app feedback button.