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Procore

Send Bulk Correspondences

Objective

To send bulk correspondences to a few, many, or all contacts in the Bid List.

Things to Consider

  • Required User Permission: 'Admin' on the project's Bidding tool.

Steps

  1. Navigate to the project's Bidding tool. 
  2. Select which companies you want to send correspondence to by marking the checkbox at the beginning of the row.
  3. In the Bulk Actions drop-down, select Send Correspondences

  4. In the New Correspondence page, enter the following:
    • Subject: Enter the subject of the correspondence.
    • Attachments: Select any relevant attachments.
      Note: Bid documents will be automatically attached to each correspondence.
    • Message: Enter any text for the correspondence.
  5. Click Send

 

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