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Procore

Edit Bidders on the Bid Invitation

Objective

To edit bidders on the bid invitations by adding a different person from the company to receive bid invitations.

Things to Consider

  • Required User Permissions: Admin’ level permissions on the project’s Bidding tool.
  • You cannot remove a whole company from the bid list if there are bidders associated with the company in the Recipient List.
  • You can remove individuals from a company by replacing them with different users. 

Steps

  1. Navigate to the project's Bidding tool. 
  2. Click View next to the Bid Package you want to remove a bid invitee from.
  3. Navigate to the Bidders subtab. 
  4. Click Reinvite next to the company you want to remove a bidder from.
  5. Click the X next to the user you no longer want invited to bid.

    remove-bidder-from-invite.png
     
  6. Select the person you want to instead receive the bid invitation from the drop-down menu.
  7. Click Resend Invitations.

 

 

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