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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 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

 

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