Manage The Bidding And Compass Integration

Add from Single Contractor View

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. Click the bid form name.
1. Click the Bidders tab.
2. 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.
注意
根据公司信息，可提供以下信息:
- 默认情况下，目录中的公司信息可用。
- 如果投标公司是公司，则可以使用"概述"和"Procore 活动"标签页关联公司，或者你公司的 Drecotry 中有公司的 EIN 或有效地址。注意:概述标签页会取代默认的公司信息部分。
- 如果使用 COMPASS 集成，则资格条件可用。请参阅关于投标 + COMPASS 集成。
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.