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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.

Search for Companies

  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
  3. Click View Bid Forms.
  4. Click the Bidding tab.
  5. In the row for the bid form you want to add bidders to, click the plus icon-plus-2.png icon.
  6. Select where you want to search for or filter companies:
    • 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. Click the Search bar.
  8. Enter a search term, such as the company or vendor name.
  9. To clear your search, click the x in the search bar.

Sort Companies

  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
  3. Click View Bid Forms.
  4. Click the Bidding tab.
  5. In the row for the bid form you want to add bidders to, click the plus icon-plus-2.png icon.
  6. Select where you want to search for or filter companies:
    • 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. Click the name of a column to sort companies by a specific option.
  8. To switch from ascending or descending order, click the column name again.

Filter Companies in the Directory

  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
  3. Click View Bid Forms.
  4. Click the Bidding tab.
  5. In the row for the bid form you want to add bidders to, click the plus icon-plus-2.png icon and select Directory.
  6. Click the filter icon-filter2.png icon.
  7. 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.)
  8. To remove filters:
    • Click the x on an individual filter to clear it.
    • Click Clear All Filters to clear all filters.

Filter Companies in the Construction Network

Limited Release
The Procore Construction Network is currently available in English in the Canada and the United States.
  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
  3. Click View Bid Forms.
  4. Click the Bidding tab.
  5. In the row for the bid form you want to add bidders to, click the plus icon-plus-2.png icon and select Directory.
  6. Click the filter icon-filter2.png icon.
  7. Select one or more filters to apply:
    • Project Location (City, State)
    • Provided Services
    • Company Type
    • Construction Sector
    • Business Classification
  8. To remove filters:
    • Click the x on an individual filter to clear it.
    • Click Clear All Filters to clear all filters.

See Also