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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.
  • Additional Information:

    • Resending an invitation only triggers a notification email. No official platform access or user permissions are tied to this specific action.

    • When you add a Vendor as a Bidder, every user on that vendor's user list will have access to view the bid. See Add a User to a Company in the Company Directory.

    • You can resend invitations to all previous bidders, except those marked 'Will Not Bid'.

    • When the Non-Disclosure Agreement (NDA) setting is enabled, bulk resending invitations excludes these bidders:

      • Bidders with a Will Not Bid or Bid Submitted status.

      • Bidders who have not signed the NDA.

      • Bidders who were added to the bid package, but never invited.

Steps

Resend an Invite to a Recipient

  1. Navigate to the project's Bidding tool.

  2. Click the name of the relevant bid package.

  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. Click the invitation icon-invitation.png icon  next to the recipients name.
  6. The invitation is automatically sent.

Resend all Invitations

  1. Navigate to the project's Bidding tool.

  2. Click the name of the relevant bid package.

  3. Click the Invite dropdown menu.

  4. Select Resend Invitations.

  5. Click Resend.

See Also