Send a New Correspondence in the Bidding Tool (Legacy)

Legacy Content

If your project's Bidding tool has been updated to Bid Management Enhanced Experience, see Send a New Correspondence in the Bidding Tool.

Things to Consider

  • Required User Permissions:

    • 'Admin' level 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.

Prerequisites

Steps

  1. Navigate to the project's Bidding tool.

  2. Click View next to the bid package that you want to open.

  3. Click the Correspondence tab.

  4. Click Add New Correspondence.

  5. Fill out the fields described below:

    • BCC: This section automatically populates with all invited bidders who are on the 'Recipient List', unless they have indicated that they 'Will Not Bid'.
      Note: You can only add contacts who have been invited to bid on this bid package.

      • To remove all invited bidders, click Remove All or click the red X icon to remove one recipient at a time.

      • To add all invited recipients, click Add All or select recipients and distribution lists individually.
        Note: Recipients are not available to select if all invited bidders are already selected.

    • Subject:* The subject of the email.

    • Attachments:Click Attach File(s) or drag and drop them from your computer.
      Note: The bid package's Bid documents will be automatically attached to every correspondence.

    • Message:* Include a message for the correspondence

  6. Review your correspondence, and click Send .
    Notes:

    • This will send an email with your message, attachments, and subject to the users in the BCC list.

    • Any users you send this message to will not see the other contacts you have sent the correspondence to.

    • Any users you send this message to will not be able to reply to the correspondence email.

See Also

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