The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.
Klicken Sie hier, um die Schritte zum Hinzufügen von Bietern aus der Ansicht "Einzelauftragnehmer" zu sehen.
Required User Permissions:
'Admin' level permissions on the project's Bidding tool.
Additional Information:
When you add a Vendor as a Bidder, every user on that vendor's user list will have access to view the bid. See Add a User to a Company in the Company Directory.
Die Ansicht mit einem einzelnen Auftragnehmer kann von einem Administrator in Procore Explore aktiviert werden.
Diese Funktion ist derzeit in englischer Sprache für Kunden verfügbar, die die verbesserte Ausschreibungsmanagementverwenden.
Navigate to the project's Bidding tool.
Open the bid package.
Across from the bid form you want to add bidders to, click the plus 
icon.
OR
Click the bid form name.
Click the Bidders tab.
Click Add Bidders.
Optional: Search for and Filter Companies to Add to a Bid Form.
Optional: Click the Company name to view it's details.
Abhängig von den Unternehmensangaben stehen folgende Informationen zur Verfügung:
Unternehmensinformationen aus Ihrem Adressbuch sind standardmäßig verfügbar.
Die Registerkarten "Übersicht" und "Procore-Aktivität" sind verfügbar, wenn es sich bei dem Bieterunternehmen um ein handelt oder wenn Sie die EIN oder eine gültige Adresse des Unternehmens im Adressbuch Ihres Unternehmens haben. Anmerkung: Die Registerkarte Übersicht ersetzt den Standardabschnitt mit Unternehmensinformationen.
Qualifizierungen sind verfügbar, wenn Sie die COMPASS-Integration nutzen. Siehe Über die Integration von Ausschreibungen + COMPASS.
Mark the checkbox for the companies you want to add to the bid form.
Decide when to invite bidders:
To add the bidders without sending an invitation, click Add Bidders.
To invite the bidders now:
Click Send Invitations.
Click Send to confirm sending the bid invitation email.
Navigate to the project's Bidding tool.
Open the bid package.
Across from the bid form you want to add bidders to, click the plus icon and select Directory.
OR
Click the bid form name.
Click the Bidders tab.
Click Add Bidders and select Directory.
Optional: Search for and Filter Companies to Add to a Bid Form.
Optional: Click the Company name to view it's details.
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.
Mark the checkbox for the companies you want to add to the bid form.
Decide when to invite bidders:
To add the bidders without sending an invitation, click Add Bidders.
To invite the bidders now:
Click Send Invitations.
Click Send to confirm sending the bid invitation email.
This feature is currently available in English for customers in the United States and Canada.
Navigate to the project's Bidding tool.
Open the bid package.
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.
Click the Bidders tab.
Click Add Bidders and select Directory.
Optional: Search for and Filter Companies to Add to a Bid Form.
Optional: Click the Company name to view it's details.
Mark the checkbox for the companies you want to add to the bid form.
Decide when to invite bidders:
To add the bidders without sending an invitation, click Add Bidders.
To invite the bidders now:
Click Send Invitations.
Click Send to confirm sending the bid invitation email.
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?
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