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Search for and Filter Companies to Add to a Bid Form

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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 search for bidders to add to a bid form.

Things to Consider

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

Prerequisites

Steps

Note: You can search for bidders while creating a bid form by clicking Save and Add Bidders. The steps below are for searching for bidders on an existing bid form.

  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
  3. Click View Bid Forms.
  4. Click the Bidders tab.
  5. Click Add Bidders.
    Note: If you haven't added any bidders yet, the button shows in the middle of the screen. Otherwise, the button is at the top of the page.
  6. Select where you want to search for or filter companies in:
    • Directory: Select if you want to search existing companies in the Company level Directory tool.
    • Construction Network: Select if you want to expand your network and search through business profiles on the Procore Construction Network.
  7. A list of companies are shown. See the options below to search and filter companies:

Search for Companies

  1. Click the Search bar.
  2. Enter a search term, such as the company or vendor name.
    Matching results are automatically shown.
  3. To clear your search, click the x in the search bar.

Filter Companies

  1. Click Filters.
  2. Select one or more filters to apply:
    • Previous Bidders
    • Cost Codes
    • Trades
    • Jobsite Proximity
    • Country
    • Minimum Average Rating
    • Union Member
    • Authorized Bidder
    • Qualification Status
    • Business Certifications (such as Women's Business, Minority Business, etc.)
  3. To remove filters:
    • Click the x on an individual filter to clear it.
    • Click Clear All Filters to clear all filters.

Sort Companies

  1. Click the name of a column to sort companies by a specific option.
  2. To switch from ascending or descending order, click the column name again.

See Also