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Procore

Edit the 'Invitation to Bid' Email in Portfolio Financials

 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To edit the 'Invitation to Bid' email for a Bid Room in Portfolio Financials.

Background

When inviting bidders, Procore automatically generates a pre-formatted invitation email with details from the Bid Room. Before inviting bidders, you have the opportunity to edit the message. 

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' access must be on the Bid Room Team for the project. 
  • Additional Information:
    • Any changes to the email must be made before you send out the invitations to bid.

Prerequisites

Steps

  1. If you are in the process of inviting bidders after publishing a Bid Form, click Invite Bidders and continue to Step 2.
    OR
    If you are inviting additional bidders, click Invite More Bidders on the Manage Bids tab. 
  2. Select the bidders you want to invite.
  3. Click Continue.
  4. Click into the Subject or Body fields of the email to edit the text.
  5. When you are done updating the email and are ready to send the invitation email to the selected bidders, click Send Invitations to Bid.