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Procore

Resend Invitations to Bid

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 Note
The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.

Objective

To resend a invitations to bid.

Things to Consider

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

Steps

Resend an Invite to a Recipient

If you previously invited a company and a new recipient has been added, you can send the invitation to that individual instead all bid recipients for the company.  

  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
    This opens the Bidding tab. 
  3. Find the company you want to resend a bid invitation to. 
  4. In the 'Bid Recipients' column, click the person icon-person.png icon.
  5. Next to the recipient you want to send the invitation to, click the invitation icon-invitation.png icon.
    The invitation is automatically sent.

Resend all Invitations

An invitation can be resent to all previously invited bidders, excluding those with a 'Will Not Bid' status.

  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
    This opens the Bidding tab. 
  3. Click Invite and select Resend Invitations. 

See Also