Send a New Correspondence in the Bidding Tool

Note

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

Things to Consider

  • Required User Permissions on the project's Bidding tool.

  • Additional Information:

    • Correspondences containing more than 2,000 Bidders may lead to a degraded application performance.

    • In Procore, a correspondence is an addendum or email to your invited bidders.

    • If you've already updated documents in a selected Bid Documents folder in the project's Documents tool, it's not necessary to attach these files to the correspondence. The new set of bid documents in the Documents will be available to recipients through a link in the email.

    • This action sends an email with your subject, message, and attachments to the BCC recipients.

    • Recipients of this message will not see the other contacts on the correspondence.

    • The bid package's Bid documents will be automatically attached to every correspondence.

Prerequisites

Steps

  1. Navigate to the project's Bidding tool.

  2. Click the name of the relevant bid package.

  3. Click the Correspondence tab.

  4. Click + Create.

  5. Fill out the fields described below.

    • BCC: Send a copy of the message to recipients whose email addresses remain hidden from all other recipients.

      • You can only add contacts who have been invited to bid on this bid package.

      • If you select a bid form from the list, it automatically adds the invited recipients for that bid form.

    • Subject : The subject of the email.

    • Message : Include a message for the correspondence.

    • Attachments : Click Attach File(s) or drag and drop them from your computer.

  6. Review your correspondence, and click Send.

See Also

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