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Procore

Update and Redistribute Bid Package

Objective

Update and redistribute a bid package that has already been sent to bidders. 

Things to Consider

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

Steps

  1. Navigate to the project's Bidding tool.
  2. Click View next to the bid package you want to redistribute.
  3. Click the Bidders subtab.
  4. To resend invitations, click the vertical ellipsis (⋮) drop-down menu at the top of the page.

    view-bidding-options-menu.png
  5. Click Resend Invitations. 
    Note: This will open a window that displays all of the bidders in your package.

    OR
     
  6. To resend invitations to an individual bidder, click Reinvite next to the bidder's name.

    reinvite-bidders.png

    OR
  7. To resend invitations to multiple bidders, mark the checkbox next to each bidder's name.
  8. Click Bulk Actions.
  9. Select Invite Bidders.
    Note: Invitations will not be sent to Bidders with the Intent "Will not Bid". 

    bulk-invite-bidders.png
     
  10. To replace people from the invitation list, click Reinvite next to the bidder's name.  
  11. Click the X next to the user's name.
  12. Select a new Person from the Recipients drop-down menu.
    Note: Users must be associated with the company name or cost code to be listed in the drop-down menu.
  13. Click Resend these invitations.
    Note: This will resend a similar bid invitation email as the one they initially received. For an example of this email, see Create a Bid Package.
  14. If you'd like to send your bidders an email explaining the change, see Send a New Correspondence in the Bidding Tool.

 

 

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