This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: July 24, 2023 / Feature Released: October 09, 2023
As part of the Bid Management Enhanced Experience for the Bidding tool, a new 'Response Field Type' column is now available to use on bid forms. See Create a Bid Form. This column allows you to choose a response type (such as 'Amount') for each line item, providing greater flexibility when soliciting bids.
The new 'Response Field Type' column has the following options to select for each line item:
With the flexibility to select different response types for line items across bid forms, you can also control which bids should have itemized amounts, and which should be lump sum. See the How can a Lump Sum bid be submitted? section below for more information. The 'Include/Exclude' response type ensures bidders specify what is or isn't included in their bid, and you can identify what's included in the total cost when you level bids. See Level Bids for a Bid Form.
The addition of the 'Response Field Type' column eliminates the need for separate accounting method settings for bid packages. While these settings are being removed, there is no loss of functionality, and the accounting method can be selected for each line item.
For information on how bids can be submitted without itemized amounts, see the How can a lump sum bid be submitted? section below.
If you want a bid to be submitted as a lump sum instead of having itemized amounts, you can select 'Include/Exclude' for the line items. This will allow you or the bidder to enter an amount in the Total field at the end of the bid. See Submit a Bid on Behalf of a Bidder or Submit a Bid.
If you would like to ask questions or share any feedback, please contact support@procore.com.