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Add a New Company to the Directory from the Bidding Tool


To add companies and contacts to the Company level Directory in order to invite them to bid.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • Adding a company and contact through this process will only add them to the Company level Directory, not the Project level Directory.
    • Adding a contact through this process will not automatically send an invitation to bid email. The email will be sent when the invitation to bid email is sent. See Add Bidders to a Bid Form and Invite Bidders.



  1. Navigate to the project's Bidding tool.
  2. Open the bid package.
  3. Across from the bid form that you want to add a contact to, click the plus icon-plus-2.png icon and select Directory
    Tip!  You can access the same option by clicking Add Bidders on the 'Bidders' tab of a bid form. See Add Bidders to a Bid Form.
  4. At the top of the page, click Add Company.
  5. In the side panel, enter any necessary information.
    Note: Required fields are indicated by an asterisk (*).
    • General Information
      • Company Name*Enter the full legal business name for the company.
      • Phone Number: Enter the company's primary telephone number.
      • Fax Number: Enter the company's primary facsimile number.
      • Office Address: Enter the business address (e.g. number and street name) for the company.
      • City: Enter the full city name (e.g. Santa Barbara) for the company's address
        Note: Always spell out the full city name and do NOT enter abbreviations. 
      • Country: Select the country name associated with the company's address from the drop-down list. 
      • State: Select the state associated with the company's address from the drop-down list. 
      • Zip Code: Enter the zip code associated with the company's address.
    • Add Contact
      • First Name: Enter the contact's first name.
      • Last Name: Enter the contact's last name.
      • Email Address: Enter the new user's email address. This will be the email that the contact uses to log in to Procore.
      • Permission Templates: Select a permission template from the drop-down menu, or click Apply Permission Template Later. To learn about permission templates, see Manage Project Permissions Templates.
    • Bidding Information
      • Trades: Select one or more trades from the drop-down menu. If you need to add a new trade, see Add a Custom Trade.
      • Cost Codes: Select the cost codes that apply to this company. 
    • Business Certifications:
      • Click the toggle ON for any certifications that apply to the company
  6. When you are ready to add the company to your Directory, click Save.
    Note: The company will also be added to the 'Selected Companies' list.