Add Bidders to a Bid Form

To add bidders to a bid form in the Bidding tool.

• Required User Permissions:

  • 'Admin' level permissions on the project's Bidding tool.

• Create a Bid Form

• Add from Single Contractor View

• Add from the Directory

• Add from the Procore Construction Network

Add Bidders from Single Contractor View

1. Navigate to the project's Bidding tool.

2. Open the bid package.

3. Across from the bid form you want to add bidders to, click the plus icon.
   
   OR
   Click the bid form name.

   1. Click the Bidders tab.

   2. Click Add Bidders.

4. Optional: Search for and Filter Companies to Add to a Bid Form.

5. Optional: Click the Company name to view it's details.

    Note

   Depending on the company information, the following information is available:

   • Company Information from your directory is available by default.

   • Overview and Procore Activity tabs are available if the bidding company is a connected company, or you have the company's EIN or valid address in your company's Direcotry.
     Note: The Overview tab replaces the default company information section.

   • Qualifications are available if you use the COMPASS integration. See About the Bidding + COMPASS Integration.

6. Mark the checkbox for the companies you want to add to the bid form.

7. Decide when to invite bidders:

   • To add the bidders without sending an invitation, click Add Bidders.

   • To invite the bidders now:1. Click Send Invitations.2. Click Send to confirm sending the bid invitation email.

Add from the Directory

1. Navigate to the project's Bidding tool.

2. Open the bid package.

3. Across from the bid form you want to add bidders to, click the plus icon and select Directory.
   
   OR
   Click the bid form name.

   1. Click the Bidders tab.

   2. Click Add Bidders and select Directory.

4. Optional: Search for and Filter Companies to Add to a Bid Form.

5. Optional: Click the Company name to view it's details.

    Note

   Depending on the company information, the following information is available:

   • Company Information from your directory is available by default.

   • Overview and Procore Activity tabs are available if the bidding company is a connected company, or you have the company's EIN or valid address in your company's Direcotry.
     Note: The Overview tab replaces the default company information section.

   • Qualifications are available if you use the COMPASS integration. See About the Bidding + COMPASS Integration.

6. Mark the checkbox for the companies you want to add to the bid form.

7. Decide when to invite bidders:

   • To add the bidders without sending an invitation, click Add Bidders.

   • To invite the bidders now:1. Click Send Invitations.2. Click Send to confirm sending the bid invitation email.

Add from the Procore Construction Network

1. Navigate to the project's Bidding tool.

2. Open the bid package.

3. Across from the bid form you want to add bidders to, click the plus icon and select Construction Network.
   OR
   Click the bid form name.

   1. Click the Bidders tab.

   2. Click Add Bidders and select Directory.

4. Optional: Search for and Filter Companies to Add to a Bid Form.

5. Optional: Click the Company name to view it's details.

6. Mark the checkbox for the companies you want to add to the bid form.

7. Decide when to invite bidders:

   • To add the bidders without sending an invitation, click Add Bidders.

   • To invite the bidders now:1. Click Send Invitations.2. Click Send to confirm sending the bid invitation email.
     

      Note

     Companies added from the Procore Construction Network are automatically added to your Directory. See What happens when companies and users are added from the Procore Construction Network to the Company Directory?