Add Bid Recipients

Adding bid recipients allows you to manage and organize the vendors and contacts you want to solicit bids from. By selecting recipients directly within Procore, you ensure that all project invitations and bid documents are sent to the correct contacts, centralizing communication and making it easier to track which companies have been invited to participate.

• Required User Permissions on the project's Bidding tool.

• Additional Information:

  • You can also add bid recipients from your company's Directory. See Set Bidder Information for a Company in the Company Directory.

  • Recipients must have a valid email address to receive bid invitations.

1. Navigate to the project's Bidding tool.

2. Click the name of the relevant bid package.

1. In the Bid Recipients column, click the field by the person icon.
   

   

2. Select listed users to add them as bid recipients.
   OR

3. Click + New Contact.
   

   

   1. Enter the following information:

      • First Name

      • Last Name*

      • Email Address*

      • Permission Templates: Select a Permission Template.

      • Add Contact to the Company's Bid Contact List: Bid contacts are automatically selected when a company is added or invited to bid. These contacts can be managed from the Bidder info tab within the Company level Directory tool.

   2. Click Save.

1. Click the bid form name.

2. Click the Bidders tab.

3. In the Bid Recipients column, click the field by the person icon.
   

   

4. Select listed users to add them as bid recipients.
   OR

5. Click + New Contact.
   

   

   1. Enter the following information:

      • First Name

      • Last Name*

      • Email Address*

      • Permission Templates: Select a Permission Template.

      • Add Contact to the Company's Bid Contact List: Bid contacts are automatically selected when a company is added or invited to bid. These contacts can be managed from the Bidder info tab within the Company level Directory tool.

   2. Click Save.