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Procore

Preview a Bid Form

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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 preview a bid form for a bid package.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Bidding tool.

Steps

  1. Navigate to the project's Bidding tool.
  2. Click View for the relevant bid package.
    Note: You can also click the name of the bid package.
  3. Click View Bid Forms.

    view-bid-forms.png
     
  4. Click the bid form that you want to preview.
  5. Click Preview.
    A preview of the bid form is shown. 
  6. When you're done reviewing the bid form, click Close.