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