Set the Default Company Bidding Configuration

If you set the configuration for the Bidding tool at the Company level, the configuration settings that you define will be used on all new projects. If you want to edit the configuration for a specific project, see Edit Project Bidding Configuration.

• Required User Permissions:

  • 'Admin' level permissions to the Company level Admin tool.

• Prerequisites:

  • The Bidding tool must be an active tab at least one (1) project in your company account.

1. Navigate to the Company level Admin tool.

2. Select the Settings tab.

3. Complete the following information:

Default Bid Package Settings

These configuration settings will be applied to the project's admin settings and new bid packages.

• Project Updates: Check the box if you would like updated settings to be applied to project templates, project admin settings and new bid packages. If unchecked, updates to these settings will not be applied.

• Office Location on Bid Communications: The selected office location will appear in bid invitation emails and on the attached bid document logs.

• Project Description: Enter the text that you want to appear in the bidding invitation emails sent from your company account.

  • The following text appears by default:

    • [Your Company Name] would like to invite you to participate in the bidding process for this construction project by utilizing our Construction Project Management Software, “Procore.” Procore helps to streamline the bidding process by allowing bid invitee’s to download relevant bidding documents and submit their bids electronically. In this system, all electronic correspondence is tracked and archived, and bidders are provided with the most up to date information available for the project. We feel that this tool will simplify the bidding process for your project team by cutting down on the amount of filing and paperwork that typically accompanies bid management.

• Bidding Instructions: Enter the text that you want to appear as the bidding instructions.

  • The following text appears by default:

    • If you need assistance accessing the bidding documents, please email Procore's customer support department at support@procore.com, and one of their support representatives will provide you with assistance. [Your Company Name] looks forward to the opportunity to work with your project team in our new bidding process.

• Bid Submission Confirmation Message: Enter the text that you want a bidder to see after they submit their bid.

  • Bidders will see this message after submitting a bid in Planroom.

• Send Bid Documents From: Select Company or Project Office.

• Update Configuration for All Projects: Place a checkmark in this box to update your new bidding configuration settings to all of the projects in your company account.

• Note: These settings will apply any updated text to all future bid emails sent.

Company Wide Bidding Settings

These settings apply to all projects and cannot be overidden at the project level.

• Procore Construction Network (PCN):

  • Disable PCN: Checking this box disables the Procore Construction Network integration for your company account. When selected, it prevents PCN bidders from being added or invited to bid across all projects, though any bidders already added to existing bid forms will remain intact.

• Planroom Routing:

  • Redirect Bidders to Planroom: Checking this box routes bidders directly to Planroom when they click email invitation links. The "View in Procore" link will now open in Planroom rather than the Bid Board. Bidders with Bid Board access can still log in there directly.

4. Click Save to save any changes.