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Procore

Submit a Bid

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Welcome to Procore!

If you've been invited to bid on a project that's using Procore's construction management software, you'll receive an 'Invitation to Bid' email from Procore. See the Bid Invitation Email Overview section. 

 Note
  • Only one person can submit a bid on your company's behalf, even if the invitation email was sent to multiple people.
  • You can only view the bid sheet if it was sent to your email directly (not forwarded from another person at your company). If you need access to the bid sheet, please contact the account owner of the Procore project. If you're not sure who the right contact is, you can contact Procore Support for assistance.

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Steps

Access Your Bid Sheet and Submit Your Bid

See the 'Invitation to Bid' Email Overview section for more information on viewing and submitting your bid from the 'Invitation to Bid' email. 

  1. From the Invitation to Bid email, click View in Procore to log in and view the bid sheet. 
    Note: If this is the first time you've received an invitation to bid on a project using Procore, you'll be prompted to create a password for your account. Your email address will be used to log in. 
  2. If you're not automatically redirected, navigate to the company's Planroom tool. See Planroom for more information.
    Note: The Planroom tool manages the bidding submissions and bid organization for the company to which you are submitting a bid.
  3. From the Planroom tool, you'll see all the bid packages that you're invited to bid on. Click on a bid package to see the bid sheet, project, and bid information. 
  4. In the banner on the Bid Sheet, select whether you intend to bid or not. 
    If you select that you plan on bidding, a 'Enter a Bid' button will become available. 
  5. Click Enter a Bid and fill out your bid information.
    • Cost Code: In the field under Amount, indicate the amount you'd like to bid for. You can bid on other items by clicking Add a Scope of Work. The 'Total: $' field is automatically calculated and populated with the total of all of your bids.
      Note: You can delete cost codes that are not part of the original scope of work by clicking the X icon next to the cost code. 
    • Inclusions: Enter any inclusions that may not be clearly stated in the related contract documents.
    • Exclusions: Enter any exclusions that may not be clearly stated in the related contract documents.
    • Comments: Optional: Add any comments you would like to send the company.
    • Attachments: Optional: Add any relevant attachments to your bid sheet.
  6. Click Save for Later if you'd like to revisit your bid sheet at another time.
  7. When you're ready to submit your bid, click Submit Bid.
     Note

    You can also submit a bid by replying to the bid invitation email with one or more files attached to your email. After you send your bid submission, the bid solicitor will see that you submitted a bid and can review any files that were attached to your email.

    The following file types are accepted: .pdf., doc, .docx, .xls, .xlsx, .zip, .ods, .odt, .fods, .fodt, and .txt.

'Invitation to Bid' Email Overview

See the sections below to learn more about the information and actions that are included on bid invitation emails sent from Procore.

2023-invitation-to-bid-email.png

 

number1.png Bid due date and Information

The bid due date, company name, and project name are shown at the top of the email. 

 

number2.png View or Download Bid Documents

To download the bid documents (including any specifications, drawings, and documents) for this project, click Download Documents. You can also open and download the documents by clicking View in Procore. See Download Bid Documents.

Bid Submission via Email: You can choose to submit your bid without logging into Procore by replying to the email with an attachment.

 

number3.png State your intention to bid

If you want to bid on the project, but don't want to submit your bid at this time, click Will Bid.
This will inform the company that you intend to bid before the due date. 

If you don't want to bid on the company's project, click Will Not Bid.
This will inform the company that they should NOT expect a bid submission from you.

 

number4.png View Bid, project, and client Details

The project name, bid package name, and bid form name are shown in this section. You'll also see information about Procore and instructions for bidding. 

 

number5.png Pre-bid walkthrough and RFI information 

If available, view the date and time for the pre-bid walkthrough and RFI deadline, as well as any relevant notes. 

Note: This section is optional for the bid solicitor. If no information was entered for a pre-bid site walkthrough or RFIs, you won't see this section. 

 

number6.png View the Base Bid

View the cost codes or general items that you've been selected to bid on. When you log in to Procore, you can select additional cost codes and enter your bid for each cost code.

 

number7.png view bid package and submit in Procore

To view the bid package and submit your bid, click View bid Package & Submit Bid in Procore.

  • If this is the first time you've received an invitation to bid on a project using Procore, you'll be prompted to create a password for your account. After you create a password, you'll be able to access the bidding information. 
  • If you already have an account in Procore, you'll be able to log in with your existing credentials. After you're logged in, you'll see your bid sheet. You can also view your bid sheet in the company's Planroom tool. 

 

number8.png  Optional: Join the Procore Construction Network

If you're interested in creating a free Procore account where you can manage your business profile, add estimates, and respond to bids, click Join Now.

To learn more about the Procore Construction Network, click Learn More, or see What is the Procore Construction Network? 

See Also