Bidding - Tutorials
Note
Procore has introduced
Bid Management Enhanced Experience
, a streamlined experience for managing bids in the Bidding tool. See
About Bid Management Enhanced
Experience
and
What is the difference between the old and new bid management experience in the Bidding tool?
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Bid Management Enhanced Experience
About Bid Management Enhanced Experience
About the Bidding + COMPASS Integration
Add Bidders to a Bid Form
Add Notes to the Bid List
Add a New Company to the Directory from the Bidding Tool
Add a New Contact to the Directory from the Bidding Tool
Award a Bid and Convert it to a Subcontract or Purchase Order
Configure Advanced Settings: Bidding
Copy Bid Forms from a Previous Bid Package
Create a Bid Form
Create a Bid Package
Create a Bid Template
Create a Bid Template Collection
Create a Bidding Report
Customize the Column Display in the Bidding Tool
Delete a Bid Form
Delete a Bid Package
Edit a Bid Form
Edit a Bid Package
Export Leveled Bids
Export a Bid Package
Export a Bid Package's Bid Files
Export a Bid Package's Bid List
Export a Bid Sheet
Filter and Sort Bidding Information
Import Bid Forms to the Bidding Tool
Invite Bidders
Level Bids for a Bid Form
Manage the Bidding and COMPASS Integration
Preview a Bid Form
Resend Invitations to Bid
Respond to Pre-Bid Questions
Retrieve a Bid Package from the Recycle Bin
Search for and Filter Companies to Add to a Bid Form
Send a New Correspondence in the Bidding Tool
Soft Award a Bid
Update Bid Documents
Upload Bid Documents to the Documents Tool
View Bid Files
View a Bid Form
View a Bid Package
View an Activity Log
View and Manage Bidders on a Bid Form
Compass Integration
About the Bidding + COMPASS Integration
Manage the Bidding and COMPASS Integration
Legacy Experience
Add New Companies and Contacts to the Company Directory from the Bidding Tool
Add Notes to the Bid List
Award a Winning Bid and Convert it into a Purchase Order
Award a Winning Bid and Convert it into a Subcontract
Configure Advanced Settings: Bidding
Create a Bid Package
Create a Bidding Report
Delete a Bid Package
Edit Bidders on the Bid Invitation
Edit a Bid Package
Export a Bid Package
Export a Bid Package's Bid Files
Export a Bid Package's Bid List
Export a Bid Sheet
Filter and Group the Bid List
Reinvite Users to Bid
Respond to Pre-Bid Questions
Retrieve a Bid Package from the Recycle Bin
Review Submitted Bids
Search for and Invite Bidders
Send Bulk Correspondences
Send a New Correspondence in the Bidding Tool
Update Bid Documents
Update and Redistribute a Bid Package
Upload Bid Documents to the Documents Tool
View Bid Files
View a Bid Package
View an Activity Log