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Procore

View a Bid Form

 Note
The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.

Objective

To view a bid form for a bid package.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Bidding tool.

Steps

  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
    This opens the Bidding tab. 
  3. Click View Bid Forms.
    All bid forms are shown in the left side panel.
  4. Click the bid form that you want to view.
    The details of the bid form are shown on the 'Bid Form' tab.view-bid-form.png
    The following actions are also available:
    • To resize columns, click the vertical ellipsis icon-ellipsis-vertical.png icon in the 'Items' or 'Description' column and select from the following options:
      • Pin Column
      • Autosize This Column
      • Autosize All Columns
      • Reset Columns
    • To see how the bid form will look to bidders, click Preview. See Preview a Bid Form.
    • To view the bidders who were added to this bid form, click the Bidders tab.
    • To compare bids that have been received for the bid form, click the Bid Leveling tab. See Level Bids for a Bid Form.

See Also