关于投标管理增强版体验

概况

Procore 发布了投标管理增强版体验，这是一种用于在投标工具中管理投标的简化体验。这种体验包括投标模板、投标表单、投标整理以及与 Procore 建设工程网络的集成等功能。

要开始使用，请将你的项目更新为增强版投标管理体验。

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注意事项

详细信息

创建投标模板（测试版）
创建和管理投标表单
邀请公司投标
对已提交投标划分级别和进行比较
授予投标并将其转换为分包合同或采购订单
软性投标中标

创建投标模板

投标模板可显着减少创建投标文件包和投标表单所需的时间。你可以为投标表单和潜在投标人创建模板，以在你的项目中使用。这些模板包括明细项、金额以及包括和排除范围等详细信息。投标人名单可以包含公司和特定的投标收件人。

你可以选择创建新模板或将现有投标文件包转换为模板。在为项目构建投标文件包时，只需选择这些模板即可高效创建投标表单和投标人列表。请参阅创建投标模板。

创建和管理投标表单

投标表单可更简便地细分工作范围和成本信息，并且还有助于标准化从投标人处收到的答复。此外，使用投标表单允许对已提交的投标进行划分投标级别。创建新的投标表单时，你可以将明细项和部分添加到"基本投标"和"可选投标"部分。所有添加到基本投标和"替代选项"分项的明细项将发送给受邀填写投标表单的任意投标人。请参阅创建投标表单和导入投标表单。

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邀请公司投标

填写投标表单后，你可以邀请公司对你的项目进行投标。公司在公司级别目录工具中下拉。美国和加拿大的用户还可以邀请 Procore 建设工程网络中的投标人。请参阅将投标人添加到投标表单。

如果公司尚未出现在目录工具中，你可以创建它们。请参阅通过投标工具将新公司添加到目录和通过投标工具将新联系人添加到目录。

准备好邀请投标人投标后，你可以从下拉菜单或“邀请杰出投标人”横幅中点击邀请。

对已提交投标划分级别和进行比较

投标工具中的投标表单的投标级别功能允许你并排比较投标，以便可以更轻松地决定合同的授予者。有关更多信息，请参阅划分投标表单中的投标级别。

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授予投标并将其转换为分包合同或采购订单

与初始的投标管理体验类似，你可以授予投标并在项目的合约工具中将其转换为合同。请参阅授予投标并将其转换为分包合同或采购订单。选择要转换为投标的合同类型后，你将被定向到项目合约工具中的分项价格表标签页，然后可以在其中通过电子邮件发送合同。

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软性投标中标

如果你还不想创建合同，你还可以通过将投标状态更改为"已中标"来"软授予"投标。请参阅软投标中标。

常见问题

如何选择加入新的投标管理体验？

你可以在逐个项目的基础上，或为账户中的所有项目启用新体验。请参阅如何更新到新的投标体验？

旧版和新版投标管理体验之间有什么区别？

Feature Comparison

Note: Additional features are planned and in development for Bid Management Enhanced Experience.

See the table below for features available in the Legacy and Enhanced bid management experiences in the Bidding tool:

Action	Legacy Experience	Enhanced Experience
Create and Manage a Bid Package
Create and Manage Bid Forms
Search for, Add, and Invite Bidders from the Company Directory
Search for, Add, and Invite Bidders from the Procore Construction Network
Add New Companies and Contacts to the Directory from the Bidding Tool
Compare Bids (Bid Leveling)
Resend a Bid Invitation to an Individual Bid Recipient
Download Bid Attachments from 'Bidders' Table
Inline Edit Bid Recipients from 'Bidders' Table
Send a Correspondence
Award a Bid
Soft Award a Bid
Convert an Awarded Bid to a Subcontract or Purchase Order
Bid Form Templates		planned for development

Process Changes

The table below describes processes that have changed or are completed in other areas of the tool. All other processes remain the same.

Action	Legacy Experience	Enhanced Experience
Add and Invite Bidders	You can add and invite bidders after creating a bid package. An 'Add Bidders' button is available at the top of the page.	After creating a bid package, you must create a bid form before you can add bidders. An 'Add Bidders' button is available after creating the bid form. You can also add bidders from the 'Bidders' tab of the bid form, and the 'Bidding' tab of the bid package.
Open Company Directory to Access Bidder Info	Click the company’s name from the 'Bidders' table	From the table on the 'Bidding' or 'Bidders' tab, click the vertical ellipsis icon on a bidder row and select Company Directory.
Manage Bid Recipients	When inviting bidders, you can update recipients, but not add new contacts. When adding bidders, you can add a new contact for companies that don't have any default bid contacts, but you can't manage the existing contacts. Bid recipients can't be edited in the Bidder tables.	You can manage bid recipients and add new contacts when inviting, adding bidders, or from the 'Bidder' tables.
Filter and Group Bidders	You can filter and group bidders by Cost Code and Trade.	You can filter and sort bidders by options such as bid status, location, and business certifications.
Send a Correspondence	You could send a correspondence from the Correspondence tab or from the Bulk Actions menu.	You can send a correspondence from the Correspondence tab. You can select recipients by bid form.
Submit a Bid on Behalf of a Subcontractor	Click the 'View' button from the 'Bidders' table to open the Bid Sheet tab.	Click the bidders name from the table on the 'Bidding' or 'Bidders' tab to open the Bid modal.
Resend a Bid Invitation to an Individual	You can't resend a bid invitation to an individual bid recipient unless you remove all other bid recipients from the company on the 'Reinvite Bidders' page. Note: This is not recommended since it removes the recipients that you previously invited from the bidders table, along with their contact info.	From the table in the 'Bidding' or 'Bidders' tab, you can click an email icon for an individual bid recipient and resend the invitation to them.

概况

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