Add a New Company to the Directory from the Bidding Tool

Note icon Note

The content below describes functionality that is part of the new Bid Management Enhanced Experience. See .

Things to Consider

  • Required User Permissions:

  • Additional Information:

    • Adding a company and contact through this process will only add them to the Company level Directory, not the Project level Directory.

    • Adding a contact through this process will not automatically send an invitation to bid email. The email will be sent when the invitation to bid email is sent. See Add Bidders to a Bid Form and Invite Bidders.

Prerequisites

Steps

  1. Navigate to the project's Bidding tool.

  2. Open the bid package.

  3. Across from the bid form that you want to add a contact to, click the plus icon-plus-2.png icon and select Directory.
    add-bidders-plus.png
    Tip! You can access the same option by clicking Add Bidders on the 'Bidders' tab of a bid form. See Add Bidders to a Bid Form.

  4. At the top of the page, click Add Company.

  5. In the side panel, enter any necessary information.
    Note: Required fields are indicated by an asterisk (*).

    • General Information

      • Company Name* : Enter the full legal business name for the company.

      • Phone Number: Enter the company's primary telephone number.

      • Fax Number: Enter the company's primary facsimile number.

      • Office Address: Enter the business address (e.g. number and street name) for the company.

      • City: Enter the full city name (e.g. Santa Barbara) for the company's address
        Note: Always spell out the full city name and do NOT enter abbreviations.

      • Country: Select the country name associated with the company's address from the drop-down list.

      • State: Select the state associated with the company's address from the drop-down list.

      • Zip Code: Enter the zip code associated with the company's address.

    • Add Contact

      • First Name: Enter the contact's first name.

      • Last Name: Enter the contact's last name.

      • Email Address: Enter the new user's email address. This will be the email that the contact uses to log in to Procore.

      • Permission Templates: Select a permission template from the drop-down menu, or click Apply Permission Template Later. To learn about permission templates, see Manage Project Permissions Templates.

    • Bidding Information

      • Trades: Select one or more trades from the drop-down menu. If you need to add a new trade, see Add a Custom Trade.

      • Cost Codes: Select the cost codes that apply to this company.

    • Business Certifications:

      • Click the toggle ON for any certifications that apply to the company

  6. When you are ready to add the company to your Directory, click Save.
    Note: The company will also be added to the 'Selected Companies' list.