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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 Bidders from Single Contractor View

Beta

This search is supported by Natural Language Filtering more easily find contractors that meet your needs. 

  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
  3. Across from the bid form you want to add bidders to, click the plus icon-plus-2.png icon.
    single contractor plus.png
  4. Click the search bar.
  5. Enter a vendor name, office address, or characteristics about the company as your search term. For example, 'electrical contractors with a good rating that work in commercial.’
    Filters are automatically applied based on your search terms, such as trade, rating, and market sector. 

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.
    Note: When searching the Procore Construction Network, you can search by office address.
  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 Single Contractor View

 Limited RElease
  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. Click the filter icon-filter2.png icon.
  7. Select one or more filters to apply:
    • Show Selected Only
    • Previous Bidder 
    • Data Sources
    • Service Area
    • Trades
    • Cost Codes
    • Union Status
    • Business Classifications
    • Authorized Bidders Only
    • Average Contract Value
    • Minimum Average Rating
    • Market Sectors
    • Project Types
    • Company Types
  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 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
    • 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
This feature is currently available in English for customers in the United States and Canada.
  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 Procore Construction Network.
  6. Click the filter icon-filter2.png icon.
  7. Select one or more filters to apply:
    • Qualification Status
    • Project Location (City, State)
    • Trades
    • Business Classification
    • Market Sector
    • Compass Q Score
    • Company Type
  8. To remove filters:
    • Click the x on an individual filter to clear it.
    • Click Clear All Filters to clear all filters.

See Also