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Procore

Reinvite Users to Bid

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Objective

To re-invite 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

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

Steps

  1. Navigate to the project’s Bidding tool.
  2. Click View next to the bid package you wish to re-invite a vendor to. 
  3. Click Reinvite next to the vendor you wish to re-invite to bid.
    Note: This sends an email that re-invites them to bid on your project in Procore.

    reinvite-bidders.png
     
  4. Add additional cost codes or recipients from the drop-down menu. By adding additional recipients, you are adding them to bid on the project.
  5. Click Resend Invitations.

Bulk Invite Bidders

  1. Navigate to the project's Bidding tool.
  2. Click View next to the bid package you wish to re-invite multiple users to.
  3. Select which vendors you want to invite or re-invite by marking the checkbox at the beginning of the row.
  4. 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."

    bulk-reinvite-bidders.png
     
  5. Add additional cost codes or recipients from the drop-down menu. By adding additional recipients, you are adding them to bid on the project.
  6. Click Send these Invitations. 

 

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 icon-external-link.png.