Solicit bids for projects while providing a central location for managing and viewing the status of all bids. Contractors can download bid packages from Procore and submit bids directly back into the system.
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Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Learn which user permissions are required to take the described actions in this tool.
Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Action | None | Read Only | Standard | Admin | Notes |
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Add a New Companies and Contacts to the Company Directory from the Bidding Tool |
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Users must also have 'Admin' level permission to the Project level Directory tool to complete this action. | |||
Add a New Company to the Directory from the Bidding Tool |
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Users must also have 'Read Only' level permissions or higher to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions. | |||
Add a New Contact to the Directory from the Bidding Tool |
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Users must also have 'Read Only' level permissions or higher to the Project level Directory tool with the 'Create and Edit Companies' AND 'Create and Edit Users' granular permissions. | |||
Add Bidders to a Bid Form |
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Add Notes to the Bid List |
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Award a Winning Bid and Convert it into a Purchase Order |
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Award a Winning Bid and Convert it into a Subcontract |
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Award a Bid and Convert it to a Subcontract or Purchase Order |
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Users must also have 'Admin' level permissions on the project's Commitments tool. |
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Configure Advanced Settings: Bidding |
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Copy Bid Forms from a Previous Bid Package |
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You can only copy bid packages from projects that you have access to. | |||
Create a Bid Form |
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Create a Bid Package |
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Delete a Bid Form |
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Delete a Bid Package |
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Delete Bid Notes |
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Edit a Bid Form |
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Edit a Bid Package |
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Edit Bid Notes |
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Export a Bid Package |
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For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
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Export a Bid Packages' Bid Files |
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For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
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Export a Bid Package's Bid List |
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For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
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Export a Bid Sheet |
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For users with 'Read Only' or 'Standard' permissions, you can take this action If any of the following things are true:
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Edit Bidders on the Bid Invitation |
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Filter and Group the Bid List |
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'Standard' level users must be added to the bid package's distribution list. | ||
Filter and Sort Bidding Information |
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Import Bid Forms to the Bidding Tool |
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Invite Bidders |
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Level Bids for a Bid Form |
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Users with 'Read Only' or 'Standard' permissions can only view leveled bids. | |
Preview a Bid Form |
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Re-invite Users to Bid |
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Resend Invitations to Bid |
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Respond to Pre-Bid Questions |
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Retrieve a Bid Package from the Recycle Bin |
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Review Submitted Bids |
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Search for and Filter Companies to Add to a Bid Form |
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Search for and Invite Bidders |
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Send a New Correspondence in the Bidding Tool |
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Send Bulk Correspondences |
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Show or Hide Blind Bids on a Bid Package |
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Users must also be assigned as the Blind Bidding Manager on the bid package. | |
Soft Award a Bid |
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Update and Redistribute Bid Package |
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Update Bid Documents |
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Users must also have 'Read Only' or higher permissions to the Documents, Drawings, or Specifications tools. Users can only view and update items that they have access to. | |||
View a Bid Form |
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View a Bid Package |
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'Read Only' and 'Standard' users must also be added to the Bidding CC group. | |
View an Activity Log |
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View Leveled Bids for a Bid Form |
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View and Manage Bidders on a Bid Form |
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Below are the notable changes to the project's Bidding tool.
Procore has launched Bidding NGX Phase 1 to provide a consistent user interface across all Procore products, enhancing user experience by reducing friction and confusion. The Bidding Tool Settings, Permissions Table, Project Admin Tool Configuration Settings, and Correspondence have been aligned with Procore's design patterns.
The ability to level bids is generally available to all bidding customers in the United States, Canada, and Mexico, that are using the Enhanced Bid Management Experience. Bid leveling allows Admin users to modify bids, and others to view the bids side-by-side. It will be made available to all regions by 23 September 2025. See Level Bids for a Bid Form.
Procore has integrated Non-Disclosure Agreements (NDAs) into the bid package process to enhance security and compliance for projects requiring confidentiality. The NDA feature streamlines the process, reduces administrative burdens, and minimizes risks associated with unauthorized information dissemination. See Create a Bid Package.
When adding bidders from the Procore Construction Network, you can now search for vendors based on their physical office address, making it easy to find companies in a specific city, state, or region. See Search for and Filter Companies to Add to a Bid Form.
You can now log out of the COMPASS integration if you no longer want to see COMPASS data in the Bidding tool. See Manage the COMPASS and Bidding Integration.
For users leveraging the Bidding + COMPASS Integration, data from COMPASS is now accessible as an additional set of columns when customizing your views within the Bidding tool. See Customize the Column Display in the Bidding Tool.
Procore has introduced customizable views for the Bidding tab, enhancing user satisfaction and adoption by allowing solicitors to tailor their primary screen to individual needs. The Bidding tab now supports customization of column visibility and order, with preferences saved between sessions, enabling users to work more efficiently. See Customize the Column Display in the Bidding Tool.
COMPASS data is now available within the Bidding tool, enhancing the decision-making process by streamlining the selection of qualified bidders and improving overall project outcomes. See About the Bidding + COMPASS Integration.
New functionality is available when leveling bids. These updates include a custom header displaying the bid amount, an overflow menu for direct actions, detailed views of unit costs and quantities, visibility of inclusions, exclusions, and comments, and the ability to show and download bid attachments. See Level Bids for a Bid Form.
Users can invite Canadian businesses to bid on their projects using the Bidding tool. See Add Bidders to a Bid Form.
When creating or editing bid forms, you will be given name suggestions based on your company's configured trades and cost codes. If trades have not been configured for your company, a list of industry standard trades will be generated instead. Clicking on the suggested name will add it to the text field automatically. You may also choose to ignore name suggestions and use your own name. See Create a Bid Form.
You can now assign a Blind Bidding Manager to a bid package with blind bidding enabled. The Blind Bidding Manager will have the option to show and hide submitted bids inside of a bid package. They will also receive an email notification upon the creation of a bid package. Actions associated with blind bidding are also recorded in the change history of the bid package. These include: Blind bidding being turned on or off, and blind bidding managers being assigned, removed or replaced. See Show or Hide Blind Bids on a Bid Package.
You can now import sections when importing bid forms to Procore. Sections are also useful if you want to send one bid form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items. See Import Bid Forms to the Bidding Tool.
After you create a new bid package, you can copy bid forms from previous bid packages to the new one. You can choose which bid forms to copy, and if you want to copy both bidders and line items to the new bid package. See Copy Bid Forms from a Previous Bid Package.
Note: This feature is only available for bid packages created after this date.
Two new filters are available for you to filter bid forms. You can now filter bid forms by 'Bid Form' and 'Directory Trade'. See Search for and Filter Companies to Add to a Bid Form.
In projects using Bid Management Enhanced Experience, you can now add sections to bid forms. See Create a Bid Form.
Sections provide greater flexibility and better organization for line items. Sections are also useful if you want to send one bid form out to a company that covers multiple trades, since you can add each trade name as its own section with the relevant line items.
Note: This feature is only available for bid packages created after this date.
For projects using Bid Management Enhanced Experience, a search bar has been added to the Bidding tab of bid packages so that you can quickly find specific bidders on your bid list. You can search by company name or bid recipient name, and partial searches are supported. See Filter and Sort Bidding Information.
In projects using the new Bid Management experience, you can now invite paying Procore companies to bid, giving you access to even broader collaborator network. See Add Bidders to a Bid Form.
Instead of being restricted to one accounting method for an entire bid package, you now have the flexibility to choose an accounting method for each line item in the new 'Field Response Type' column on bid forms. See Create a Bid Form.
As part of this release, new projects using Bid Management Enhanced Experience no longer have separate accounting method settings for bid packages. See How do I set the accounting method for bids?
Users in accounts that are ERP integrated can now add general items to bid forms and create bid forms from CSV imports. See Import Bid Forms to the Bidding Tool, Create a Bid Form, and Do I need to use cost codes on a bid form?
You can now create multiple bid forms at once by filling out and uploading a CSV file template. See Import Bid Forms to the Bidding Tool. You can choose to download a template with cost codes, or a blank template without cost codes.
You can now add general items without cost codes by using the new 'Plain Text' option for line items. See Create a Bid Form and Do I need to use cost codes on a bid form? This allows more flexibility for defining and controlling bid scope.
Procore has officially released Bid Management Enhanced Experience, a streamlined experience for managing bids in the Bidding tool. See About Bid Management Enhanced Experience. This experience includes features such as bid forms, bid leveling, and an integration with the Procore Construction Network.