Reply to an Email in the Bidding Tool

Reply to an email in the Bidding tool to communicate with bidders directly within Procore. Using the Emails tab centralizes correspondence across all bid forms and bidders within a bid package, allowing solicitors and bidders to respond to existing threads including invitation to bid emails. Communicating directly through the Bidding tool eliminates the need to switch to external email applications and ensures all bid discussions are preserved for auditing and reporting.

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

• Additional Information:

  • The Emails tab captures all email communication across all bid forms and bidders associated with the bid package, including invitation to bid emails.

  • Bidders can submit inbound responses from Planroom or reply directly from their email clients.

  • Filter the list by bid form and bidder to view specific thread histories.

  • Export or download email records as PDF files to archive communications or share records with owners.

  • Solicitors and bidders can start a new email thread by clicking a mailto link in Planroom or Bidding, or by replying to a bidding invitation email.

• Créer un lot d’appel d’offres avec l’expérience améliorée de la gestion des appels d’offres.

1. Navigate to the project level Bidding tool.

2. Click the name of the relevant bid package.

3. Click the Emails tab.

4. Optional: Filter by bid form and bidder.

5. Select the relevant email thread.

6. Click Reply.

7. Enter the following information:
   Note: An asterisk (*) below denotes a required field.

   • To*: Select or enter the email addresses of the intended bidder recipients.

   • Cc: Select or enter any optional secondary email addresses you want to copy on the message.

   • Subject*: Displays the thread subject line automatically.

   • Message: Enter your reply message text into the body field.

   • Attach Files: Attach relevant files or documentation to include with your email.

8. Click Reply All to send the email.