Reinvite Users to Bid
Objective
To reinvite a vendor to bid on your project.
Background
Vendors are now able to be re-invited directly from the bid list screen. This feature can be used to resend an invite to a vendor who has misplaced theirs or to change the divisions the vendor was invited to bid on.
Things to Consider
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Required User Permissions: ‘Admin’ level permissions on the project’s Bidding tool.
Steps
- Navigate to the project’s Bidding tool.
- Click View next to the bid package you wish to re-invite a vendor to.
- Click Reinvite next to the vendor you wish to reinvite to bid.
Note: This sends an email that reinvites them to bid on your project in Procore.
- Add additional cost codes or recipients from the drop-down menu. By adding additional recipients, you are adding them to bid on the project.
- Click Resend Invitations.
Bulk Invite Bidders
- Navigate to the project's Bidding tool.
- Click View next to the bid package you wish to re-invite multiple users to.
- Select which vendors you want to invite or re-invite by marking the checkbox at the beginning of the row.
- From the Bulk Actions drop-down menu, select Invite bidders.
Note: Invitations will not be sent to bidders with the status of "Will Not Bid."
- Add additional cost codes or recipients from the drop-down menu. By adding additional recipients, you are adding them to bid on the project.
- Click Send these Invitations.