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Procore

Workflow

Interactive Workflow Diagram

Click a box below to view the related tutorial. 

 

 

 

Configure Advanced Settings: Bidding
Configure Advanced Set...

 

Upload Bid Documents
Upload Bid Documents

 

Create a Bid Package
Create a Bid Package

 

Add Vendors to Company Directory
Add Vendors to Company...

 

Search for and Invite Bidders
Search for and Invite...

 

Add New Companies and Contacts*
Add New Companies and...

 

Respond to Pre-Bid Questions
Respond to Pre-Bid Qu...

 

Send Correspondences
Send Correspondences

 

Update Bid Documents
Update Bid Documents

 

Re-Invite Users to Bid
Re-Invite Users to Bi...

 

Review Submitted Bids
Review Submitted Bids
Awarded Project?
Awarded Project?

 

Approve and Sign a Commitment Contract
Approve and Sign a Co...

 

Submit Pre-Bid Question
Submit Pre-Bid Questi...

 

Indicate your Intention to Bid
Indicate your Intenti...

 

Download Bid Documents
Download Bid Document...

 

View Bid Package
View Bid Package

 

Receive Bid Invitation Email?
Receive Bid Invitatio...

 

Submit a Bid
Submit a Bid

 

Update a Submitted Bid
Update a Submitted Bi...

 

Check Status of Bid
Check Status of Bid

 

Awarded Bid?
Awarded Bid?
LEGEND
LEGEND
Bid Manager
Bid Manager
Bidder
Bidder
Procore Admin
Procore Admin
*Need to have Directory Admin permissions
*Need to have Directory...
Outside Bidding tool
Outside Bidding tool

 

Award Winning Bid and Convert to Subcontract
Award Winning Bid and...

 

Award Winning Bid and Convert to Purchase Order
Award Winning Bid and...

 

END
END
START
START