投标

教程

流程指南

• About Bid Management Enhanced Experience
• About The Bidding Compass Integration
• Manage The Bidding And Compass Integration
• User Guide Bidding And Estimating Integration

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

• Invite Bidders
• Resend Invitations to Bid

Bid Forms

• 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

• Download Bid Documents
• Update Bid Documents
• Upload Bid Documents to the Documents Tool
• View Bid Files

Submit a Bid

• Submit a Bid on Behalf of a Bidder

Bid Templates (Open Beta)

• Create a Bid Template
• Create a Bid Template Collection

Directory Management

• Add a New Company to the Directory from the Bidding Tool
• Add a New Contact to the Directory from the Bidding Tool

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

• Add Bid Leveling Notes to a Bidder
• Export Leveled Bids
• Level Bids for a Bid Form
• Link Leveled Bid Values to the Estimate
• View Leveled Bids

Award a Bid

• Award a Bid and Convert it to a Subcontract or Purchase Order
• Soft Award a Bid

Public Bidding (Open Beta)

• Enable Public Discovery

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
• 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
• 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