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Procore

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

  • 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 reinvite to bid. (Note: This sends an email that reinvites them to bid on your project in Procore.)

    reinvite bidder 8-23-18.jpg
     
  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.

    reinvite bidders screen 8-23-18.jpg
  5. Click Resend Invitations.

Bulk Reinvite Users to Bid

  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 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."

  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 Invitations

See Also

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