Details

  • Create Bid Templates (Beta)

  • Create and Manage Bid Forms

  • Invite Companies to Bid

  • Level and Compare Submitted Bids

  • Award a Bid and Convert it to a Subcontract or Purchase Order

  • Soft Award a Bid

Create Bid Templates

Beta icon In Beta

This feature is currently in beta for customers using the Enhanced Bid Management Experience. Follow these steps to opt in:

  1. Navigate to the Company level Admin tool.

  2. Under 'Project Settings', select Bidding.

  3. In the 'New! Template Collections (Beta)' banner, click Opt-In.
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  4. Review the beta participant terms and mark the checkbox to agree.

  5. Click Accept Terms to opt in.

Bid templates significantly reduce the time needed to create Bid Packages and Bid Forms. You can create templates for your bid forms and prospective bidders to use in your projects. These templates include details such as line items, amounts, and included and excluded scope. Bidder lists can encompass both companies and specific bid recipients.

You have the option to create new templates or convert an existing bid package into a template. When building bid packages for a project, simply select these templates to efficiently create your bid forms and bidder lists. See Create Bid Templates.

Create and Manage Bid Forms

Bid forms make it easier to break down scope and cost information and help to standardize the responses that are being received from bidders. In addition, the use of bid forms allows for bid leveling on submitted bids. When creating a new bid form, you can add line items and sections to the 'Base Bid' and 'Alternates' sections. All line items added to the Base Bid and Alternates sections will be sent to any bidders invited to the bid form. See Create a Bid Form and Import Bid Forms.

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Invite Companies to Bid

After filling out the bid form, you can invite companies to bid on your project. Companies are pulled from the Company level Directory tool. Users in the United States and Canada can also invite bidders from the Procore Construction Network. See Add Bidders to a Bid Form.

If a company is not yet in the Directory tool, you can create them. See Add a New Company to the Directory from the Bidding Tool and Add a New Contact to the Directory from the Bidding Tool.

When you are ready to invite the bidders to bid, you can click Invite from the drop-down menu or the 'Invite Outstanding Bidders' banner.

Level and Compare Submitted Bids

The Bid Leveling feature for bid forms in the Bidding tool allows you to compare bids side by side so that you can more easily decide who to award a contract to. See Level Bids for a Bid Form for more information.

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Award a Bid and Convert it to a Subcontract or Purchase Order

Similar to the original bid management experience, you can award a bid and convert it to a contract in the project's Commitments tool. See Award a Bid and Convert it to a Subcontract or Purchase Order. After you select the type of contract you want to convert the bid to, you'll be directed to the Schedule of Values tab in the project's Commitments tool, where you can then email out the contract.

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Soft Award a Bid

If you don't want to create a contract yet, you can also "soft award" a bid by changing the Bid Status to 'Awarded'. See Soft Award a Bid.

Considerations
Common Questions