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Procore

View a Bid Form

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 Note
The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.

Objective

To view a bid form for a bid package.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Bidding tool.

Steps

  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
    This opens the Bidding tab. 
  3. Click View Bid Forms.
    All bid forms are shown in the left side panel.view-bid-forms.png
  4. Click the bid form that you want to view.
    The details of the bid form are shown on the 'Bid Form' tab.
  5. The following actions are also available:
    • To adjust a column width, hover over the line between columns and click and drag to resize.
    • To expand or collapse a section, click the arrow for that section. 
    • To see how the bid form will look to bidders, click Preview. See Preview a Bid Form.
    • To view the bidders who were added to this bid form, click the Bidders tab.
    • To compare bids that have been received for the bid form, click the Bid Leveling tab. See Level Bids for a Bid Form.

See Also