チュートリアル
プロセスガイド
Bid Management Enhanced Experience Tutorials
Settings / Configuration
- Add a Custom Bid Type
- Configure Advanced Settings: Bidding
- Customize the Column Display in the Bidding Tool
- Edit Project Bidding Configuration
- Set Bidder Information at the Company Level
- Set Bidder Information for a Company in the Project Directory
- Set Bidder Information for Your Procore Company
- Update to the New Bid Management Experience
Bid Invitations
Bid Forms
- Add Bidders to a Bid Form
- Copy Bid Forms from a Previous Bid Package
- Create a Bid Form
- Delete a Bid Form
- Edit a Bid Form
- Import Bid Forms to the Bidding Tool
- Preview a Bid Form
- Search for and Filter Bidders on a Bid Form
- Search for and Filter Companies to Add to a Bid Form
- View a Bid Form
- View and Manage Bidders on a Bid Form
Bid Documents
Submit a Bid
Bid Templates (Open Beta)
Directory Management
Bid Packages
- Add Notes to the Bid List
- Create a Bid Package from an Estimate
- Create a Bid Package with Bid Management Enhanced Experience
- Create a Bidding Report
- Delete a Bid Package
- Edit a Bid Package
- Export a Bid Package
- Export a Bid Package's Bid Files
- Export a Bid Package's Bid List
- Export a Bid Sheet
- Filter and Sort Bidding Information
- Respond to Pre-Bid Questions
- Retrieve a Bid Package from the Recycle Bin
- Send a New Correspondence in the Bidding Tool
- Show or Hide Blind Bids on a Bid Package
- View a Bid Package
- View an Activity Log
Bid Leveling
Public Bidding (Open Beta)
Legacy Experience
- Add New Companies and Contacts to the Company Directory from the Bidding Tool (Legacy)
- Add Notes to the Bid List
- Award a Winning Bid and Convert it into a Purchase Order (Legacy)
- Award a Winning Bid and Convert it into a Subcontract (Legacy)
- Create a Bid Package (Legacy)
- Create a Bidding Report
- Delete a Bid Package
- Download Bid Documents
- Edit a Bid Package
- Edit Bidders on the Bid Invitation (Legacy)
- Export a Bid Package
- Export a Bid Package's Bid Files
- Export a Bid Package's Bid List
- Export a Bid Sheet
- Filter and Group the Bid List (Legacy)
- Reinvite Users to Bid (Legacy)
- Respond to Pre-Bid Questions (Legacy)
- Retrieve a Bid Package from the Recycle Bin
- Review Submitted Bids (Legacy)
- Search for and Invite Bidders (Legacy)
- Send a New Correspondence in the Bidding Tool (Legacy)
- Send Bulk Correspondences (Legacy)
- Show or Hide Blind Bids on a Bid Package
- Submit a Bid on Behalf of a Bidder
- Update and Redistribute a Bid Package (Legacy)
- Update Bid Documents
- Upload Bid Documents to the Documents Tool
- View a Bid Package
- View an Activity Log
- View Bid Files