A streamlined, efficient workflow allows for the project and everyone involved to be successful. The most efficient projects keep all related information in a single place… in the cloud. That’s where PROCORE comes in and it all starts with the bidding process. Scroll down to see what our bid invitations look like and hover on the numbers to learn more about them.
BID DETAILS You will see the package name, who in the company the invitation was sent by, and the date the bid is due. After the due date, you cannot submit a bid.
DOWNLOAD BID DOCUMENTS To download the bid documents (including any specifications, drawings, and documents) for this project, simply click this link. You may also download the documents from the Planroom in Procore. See Training Material (#9) for more information.
STATE YOUR INTENT TO BID
To Bid at a Different Time If you wish to state that you will bid on the project, but do not wish to fill out your bid sheet at the present time, simply click “Yes”. This will inform the company that you will bid, and your bid information will come in the future. If you do not reply with an intent to bid and/or a bid amount, you may receive a reminder-to-bid email close to the bid due date.
To Not Bid If you choose to not bid on the company’s project, simply click “No”. This will inform the company that they should not expect a bid from you.
COST CODES This area reflects the cost codes for which you have been selected to bid. When you log in to Procore, you can select more cost codes and log your bid for each cost code.
PRE-BID WALK-THROUGH INFORMATION This section highlights the date/time that the pre-bid walkthrough will happen as well as any relevant notes. This section is optional; the project may not have a pre-bid site walkthrough.
LOG IN TO PROCORE
First Time Bidders
If this is the first time that you’ve received an invitation to bid on a project using Procore, click the link, “Click here to set up your password. This will prompt you to create a password for your account. After you create a password, you will be able to access the bidding information. If this email has been forwarded to you, you will not be able to access the bid sheet. Procore uses email address as user IDs. This means that the original recipient of this email is the only user with an account that has access the bid sheet.
Existing Procore Users
To access the bid sheet, simply click the link, “Click here to log in Procore. To access the bid sheet, navigate to the Company level Planroom tab and follow the steps in the “To Access Your Bid Sheet” section below.
TRAINING ARTICLES & VIDEOS If you need more help, see the articles and videos in this section.
