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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.)

  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 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
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