The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.
Clique para ver as etapas para adicionar proponentes na visualização de empreiteiro único.
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.
A visualização de empreiteiro único pode ser habilitada por um administrador no Procore Explore.
No momento, esse recurso está disponível em inglês para clientes que usam o Experiência Aprimorada da Gestão de Cotações.
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.
Dependendo das informações da empresa, as seguintes informações estão disponíveis:
As informações da empresa do seu diretório estão disponíveis por padrão.
As guias Visão geral e Atividade do Procore estarão disponíveis se a empresa proponente for uma ou se você tiver o EIN da empresa ou um endereço válido na Direcologia da sua empresa. Nota: A guia Visão geral substitui a seção padrão informações da empresa.
As qualificações estarão disponíveis se você usar a integração COMPASS. Consulte Sobre a integração entre cotações + 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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