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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 Permissions:
    • 'Admin' on the project's Bidding tool.
  • Additional Information:
    • Invited bidders who have indicated that they "Will Not Bid" will not be sent correspondence.

Steps

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

    send-bulk-correspondences.png
     
  5. On 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.
  6. Click Send
If you would like to learn more about Procore’s bidding software and how it can help your business, please visit our construction bidding software product page here.

 

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