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Procore

Submit a Bid

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Training Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Welcome to Procore!

If you have been invited to bid on a project that's being managed using Procore's cloud-based construction software, you should have received an email invitation similar to the example below.

 

bid invitee email part 1.jpg

part 2 bid invitee email.jpg


 

 

Bid Invitation Email Overview

See the sections below to learn more about the information and actions that are included on bid invitation emails sent from Procore.

 

Download Bid Documents (#1)

To download the bid documents (including any specifications, drawings, and documents) for this project, click the Download Files (#1 in the image above). You can also download the documents from the Planroom tool in Procore by clicking View in Procore. See Download Bid Documents.
Note: The Download Bid Documents article is also linked to in the email as "Learn how to download bid documents.(#7 in the image above).

 

State your intent to bid (#2)

 
To Bid at a Different Time

If you want to state that you will bid on the project, but do not want to fill out your bid sheet at the current time, click Yes. This will inform the company that you do intent to bid, and your bid information will come in the future. If you do not reply with an intent to bid or a bid amount, you may receive a reminder-to-bid email ahead of the Bid Due Date.

 

To Not Bid

If you choose to not bid on the company's project, click No. This will inform the company that they should not expect a bid submission from you.

 

Bid Details (#3)

View the package name, and project information (#3 in the image above).

 

Client Details (#4)

View the details of who sent you the bid invitation (#4 in the image above).

 

Pre-bid walkthrough and RFI information (#5)

View the date and time that the pre-bid walkthrough will happen, as well as any relevant notes (#5 in the image above). You will also see pre-bid RFI information. This section is optional; the project may not have a pre-bid site walkthrough or any pre-bid RFIs.

 

Cost Codes (#6)

View the cost codes that you have been selected to bid on (#6 in the image above). When you log in to Procore, you can select additional cost codes and enter your bid for each cost code.

 

Log in to Procore (#7)

 

First Time bidders

If this is the first time that you've received an invitation to bid on a project using Procore, click View bid Package & Submit Bid in Procore (#7 in the image above). This will prompt you to create a password for your account. After you create a password, you will be able to access the bidding information. See 'To Access Your Bid Sheet', for the next steps. 
Note: When submitting a bid, there is only one bid per company allowed. Even if there are multiple people invited to bid, only one individual can submit a bid on the company's behalf. 

If this email has been forwarded to you, you will not be able to access the bid sheet. Procore uses an email address as user IDs. This means that the original recipient of this email is the only user with an account that has access to the bid sheet.
Note: The original recipient will receive the email directly from an @procore.com email. If you would like to have access to the bid sheet, contact the account owner of the Procore project. If you are unsure of how to contact them, email support@procore.com.

 

Existing Procore users

To access the bid sheet, click the Click here to log in to Procore link. After you are logged in, you will see your bid sheet. You can also access your bid sheet by navigating to the company's Planroom tool and following the steps in the To Access Your Bid Sheet.

 
 Note

You can also submit a bid by replying to the bid invitation email with one or more files attached to your email. After you send your bid submission, the bid solicitor will see that you submitted a bid and can review any files that were attached to your email.

The following file types are accepted for bid submissions: .pdf., doc, .docx, .xls, .xlsx, .zip, .ods, .odt, .fods, .fodt, and .txt.

To Access Your Bid Sheet

  1. Log in to Procore using your account. 
    Note: If you are logging in through the bid invitation email, you will automatically be directed to your bid sheet.
  2. Navigate to the company's Planroom tool. See Planroom for more information.
    Note: The Planroom tool manages the bidding submissions and bid organization for the company to which you are submitting a bid.
  3. From the Planroom tool, you will see all the bid packages that you are invited to bid on. Click on a bid package to bring you to the Bid Sheet where you will see the project and bid information. 
  4. In the banner on the Bid Sheet, select whether you intend to bid or not. 
    If you select that you plan on bidding, a 'Enter a Bid' button will become available. 
  5. Click Enter a Bid and fill out your bid information.
    • Cost Code: In the field under Amount, indicate the amount you would like to bid for. You can bid on other items by clicking Add a Scope of Work. The 'Total: $' field is automatically calculated and populated with the total of all of your bids.
      Note: You can delete cost codes that are not part of the original scope of work by clicking the X icon next to the cost code. 
    • Inclusions: Enter any inclusions that may not be clearly stated in the related contract documents.
    • Exclusions: Enter any exclusions that may not be clearly stated in the related contract documents.
    • Comments: Optional: Add any comments you would like to send the company.
    • Attachments: Optional: Add any relevant attachments to your bid sheet.
  6. Click Save for Later if you would like to revisit your bid sheet at another time.
  7. When you are ready to submit your bid, click Submit Bid.